We understand not every small business owner needs monthly bookkeeping or consistent financial attention. Sometimes, every quarter is enough! Team up with one of our accountants to ensure your business is in tip top shape come tax time with our quarterly check-in services. We'll go through your books cover to cover to ensure your accounts and your numbers make sense. We make sure you are on top of your Federal estimated taxes, State Taxes, Retirement contributions and your budgets/goals for the quarter!
We're a close knit team who consider our clients like family - we take every business success or failure as if it's our own! We go over your financials with a fine tooth comb to ensure your cash flow holes are plugged and you're capitalizing on every opportunity for business growth as far as we can see. Are you paying too much for overhead? Can you save thousands in miscellaneous expenses? Are your retirement fund setups costing you too much? We provide expert financial advice where small business owners need it most.
Principal & CEO
Tax and Accounting Specialist, "The Homesteader"
Are continuing education costs deductible for therapists in private practice? Yes! Find out which expenses qualify, which don’t, and how to claim them on your taxes.
Wondering where your therapy practice income disappears each month? Here’s a plain breakdown of private practice overhead in 2026 – what’s normal, what’s too high, and what to watch.
Thinking about hiring your first therapist as a group practice owner? Here’s what it actually costs in 2026 – W-2 vs. 1099, loaded cost math, and what to budget before you make an offer.
