Not A Medical Practice? We Also Offer Specialized Financial Services for Other Industries.

While healthcare remains our primary focus, we've expanded our expertise to serve professionals in other industries that face similar complex financial challenges. Each industry has unique financialstructures, tax implications, and growth opportunities that require specialized knowledge.
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Real Estate

Property acquisitions, 1031 exchanges, and multiple entity structures create complex financial tracking requirements. Cash flow varies dramatically with market cycles and deal timing.

Accounting

Multi-property bookkeeping, rental income tracking, expense allocation across properties, and depreciation management

Tax

1031 exchange planning, real estate professional status optimization, and entity structure strategies for tax efficiency

CFO

Deal analysis, cash flow forecasting, portfolio expansion planning, and investment property ROI assessment

Entertainment Business

Project-based revenue, royalty tracking, and irregular income streams make financial planning difficult. Multiple revenue sources and complex contracts require specialized attention.

Accounting

Project-based bookkeeping, royalty income tracking, expense management across multiple projects, and cash flow smoothing

Tax

Entertainment industry deduction optimization, multi-state tax compliance, and income timing strategies

CFO

Project profitability analysis, career financial planning, and investment strategy for irregular income patterns

Restaurants

Thin margins, high employee turnover, and complex inventory management create constant financial pressure. Cash flow management is critical for survival.

Accounting

Daily sales tracking, food cost management, labor cost analysis, and vendor payment optimization

Tax

Restaurant-specific deduction identification, tip reporting compliance, and entity structure optimization

CFO

Menu profitability analysis, expansion feasibility studies, and working capital management strategies

Tech Startups

Rapid growth phases, equity compensation complexity, and R&D expense tracking. Funding rounds and scaling decisions require sophisticated financial analysis.

Accounting

R&D expense tracking, equity compensation accounting, and multi-revenue stream management. We start by getting to know you and your business.

Tax

R&D tax credit optimization, equity compensation tax planning, and entity structure strategies for growth

CFO

Funding round preparation, burn rate analysis, and growth strategy financial modelling

Hospitality Firms

Seasonal revenue fluctuations, high operational costs, and complex service revenue tracking. Managing cash flow through seasonal cycles is essential.

Accounting

Seasonal revenue tracking, operational cost management, and cash flow optimization across peak and slow periods

Tax

Hospitality industry deduction identification, seasonal worker tax compliance, and entity optimization

CFO

Seasonal cash flow planning, expansion timing analysis, and operational efficiency improvement strategies

Marketing Agencies

Client retainer management, project-based billing, and fluctuating cash flow from client acquisition cycles. Scaling requires careful financial planning.

Accounting

Client billing optimization, project profitability tracking, and cash flow management between client payments

Tax

Service business deduction strategies, contractor vs. employee classification, and multi-state client tax implications

CFO

Client profitability analysis, scaling strategies, and cash flow forecasting for growth planning

Our Multi-Industry Advantage

Industry-Specific Expertise

We understand the financial challenges each industry faces, from entertainment royalties to real estate 1031 exchanges.

Consistent Quality

The same proactive approach and clear communication we bring to healthcare extends to all industries we serve.

Flexible Service Model

Whether you need full-service support or targeted assistance with specific challenges, we adapt our services to your industry's needs.

Partner with Us

Partner with us to streamline finances, improve clarity, and drive success with customized solutions for your unique industry.

Have More Questions?

Let's have a conversation and we'll answer questions about your challenges and how to address them.
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