The Fractional Team of Financial Experts
Here to help professional service providers reach their next level of financial freedom.
You don't need to act like financial experts anymore — that's what we do.
Are you tired of consistently reacting to messy, unorganized financials rather than proactively planning for your financial future?
The truth is that your next level of financial success is unachievable without the right infrastructure and processes in place. That’s why we equip you with a dedicated Team of 3 financial experts to establish a forward-thinking business strategy and provide the financial services needed to reach those goals.
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Services
Comprehensive financial services, from high-level business strategy to tactical execution.
Business Advisory
Receive customized business advice specific to your unique needs from a fractional team of financial executives.
Financial Management
Prepare your next level of financial growth with financial modeling, cash flow analysis, budgeting, and more from your Team of 3.
Tax Preparation
Approach tax season proactively with expert tax planning, document gathering, and tax filing from your Team of 3.
Payroll Services
Save time and keep employees happy with automated payroll services designed to eliminate overhead while reducing errors.
Bill Pay
Improve vendor relationships and ensure your crucial partnerships go uninterrupted with automatic bill payment services.
Account Reconciliation
Ensure your bank records are consistent to avoid overspending, identify fraud, and confidently plan for the future.
Benefits
We run the numbers so you can run your business.
A Team of Trusted Advisors
Whether you’re ready to retire within the next few years or want to set you and your business up for success early, we’re here to help you plan for the future. Get ahead of succession planning, protect your assets, and make sure your business is ready for its next stage every step of the way.
Wealth Beyond Work
Are the monotonous, time-consuming financial tasks of business ownership robbing you of your passion? Do you find yourself working late hours and weekends after your patient or client care just to manage finances? We’re here to help you get your time back without worrying about your financial standing.
Future-Forward Planning
Whether you’re ready to retire within the next few years or want to set you and your business up for success early, we’re here to help you plan for the future. Get ahead of succession planning, protect your assets, and make sure your business is ready for its next stage every step of the way.
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Who we work with
From our family to yours, we offer customized business advising for professional service providers and medical professionals.
Your days should be spent providing excellent care to your patients and customers, not sifting through financial records, researching payroll compliance, and spending hours on end trying to keep your finances in a healthy spot.
Oddly enough, that’s what we love most. Financial planning and business advising are what we excel at, and we’re here to restore the passion of numerous medical professionals and professional service providers, including:
Dentists | Veterinarians | Dermatologists | Optometrists | Chiropractors | Orthodontists | Real estate brokers | Consultancies | Insurance agencies
"Dillon has helped me reach my goals by allowing me to focus on what I do best — running my office."

Dr. Chris Schmidt
Owner, Thrive Chiropractic
"It's just been really easy to transition once the systems are in place, it's just really seamless."

Dr. McKaskle
McKaskle Family Dentistry
"They're [Dillon] doing the hard work that normally would fall on a business owners' shoulders. They're amazing, we recommend them to anyone starting a clinic."

Dr. Darleen Nath
Lakeside Veterinary Care