Consulting & Advisory Services
Do you have questions or need expert advice for items such as cash flow projection or how to draft a yearly budget? Or do you need support purchasing a new business or clinic? Our team is available by Zoom, email, text, or phone to consult and advise on a case-by-case basis.
Some of our common client requests include:
Corporate and personal installment requirements
Cash flow projections & consulting
Yearly budget preparation
Budget vs. actual analysis
January salary and dividend planning
Clinic/business purchase review and support