Healthcare Professionals
As a dentist, veterinarian, or another medical professional, your focus must be on your patients (two-legged and four-legged!). But what about the necessary financial work that goes into growing your practice? That’s where we come in!
A few of the healthcare specialities we help include:
CPA and Accounting Firms
Who knows the intricate details of an accounting firm better than an accounting firm? We understand the complexities of deadlines, capacity, and cyclical cash flow that comes with firm ownership. Our team provides accounting and advisory services that create capacity for the accounting firm owner to build a valuable business and not just a client list.
Professional Service Providers
From real estate brokers to insurance agencies, financial management is crucial for all professional service providers. Unfortunately, it can also get in the way of key business growth initiatives. Partner with your very own Team of 3 to turn what was once a burden into an opportunity for growth.
Some professional service firms we help include:
Family Offices
As a family-owned business ourselves, we take great pride in helping fellow family offices thrive. We know the burden that business ownership can place on families, and we’re here to remove that financial strain so you can thrive at home and in the office.
Dr. Chris Schmidt, Owner
Thrive Chiropractic
Dr. Amara Schnacke and Darleen Nath
Lakeside Veterinary Care
Brandon & Sarah Scott
Scott Property Group
Dr. McKaskle
McKaskle Family Dentistry