On Site Visit

What makes us uniquely different from so many accounting and consulting firms in Raleigh, Cary, Durham and Chapel Hill? Our ability to provide our doctor and dental practices with on-site regularly scheduled consultations from the healthcare consultant as a part of our service.

Many dental and medical professionals only see their accountant once each year, at tax time.  Building a long-term relationship, learning about the day to day operations of a practice, and providing up to date financial guidance is best achieved by scheduled periodic consultations between the client and consultant.  With a practical understanding of your practice management needs, as strategic decisions must be made during the year, the continuing dialogue ensures meaningful discussions, and helps achieve continued success for your practice. Our practice management consultants take this time to help you interpret and understand the data contained within financial statements they deliver at the meeting, and explain how this information influences the practice financially.  Together, clients and consultants identify issues of concern, establish agreed problem solving techniques, and develop short and long term goals.

Our staff of experienced Certified Healthcare Business Consultants (CHBC) and Accountants, Tax Analysts and Payroll Services are committed to providing quality and responsive service to ensure that our dental and medical client’s monthly needs are met. We view our role in the monthly financial reporting process as an opportunity to provide business strategies for maximized success.