Comprehensive Services Designed To Increase Your Bottom Line
Tax Strategies Are Just the Beginning
We look at tax reduction from a holistic perspective and offer a full suite of tax, accounting, and virtual family office services to help you optimize your financial situation through saving money, growing revenue, and building wealth.
Advisory Services
Improve your practice’s financial health with a team that understands the unique challenges medical practitioners face, helping you stay ahead of the curve.
Featured Services:
- New Practice Formation Advisory
- Business and Financial Consulting
- Business Growth & Expansion
- Debt Management
- Retirement Planning
- Meaningful Monthly Client Communication (M2C2)
Accounting Services
Keep your practice on the path for growth with proactive accounting services catered to your goals. You’ll have a team of experts handling your regular accounting needs.
Featured Services:
- Cash Flow Monitoring
- QuickBooks Setup & Support
- Detailed Financial Statements
- Budgeting & Financial Forecasting
Bookkeeping Services
Clean up your books, keep your business legally compliant, and enjoy peace of mind with experienced, efficient bookkeeping support.
Featured Services:
- Monthly Reporting and Closings
- Balance Sheets & Financial Statements
- Accounts Payable & Receivable
- General Ledger Maintenance
- Credit Card Reconciliations
- Expense Report Reimbursement
Ready to reduce your tax liability?
Comprehensive Tax Reduction Services for Private Practice Owners
Custom Accounting CPA is dedicated to helping medical practitioners with a comprehensive approach to tax reduction, proactively identifying opportunities so you have time to make strategic decisions that will save you money.
- Advisory
- Tax
- Accounting
- Virtual Family Office
- Bookkeeping
- Payroll
Committed to Saving You More Than You Pay Us
Taxes for a medical practice are complicated and overwhelming, but not with the right partner by your side. Our Certified Tax Coaches help you make back our fees and reach your financial goals–all in a flat monthly fee.
Our clients have achieved:
Savings of over $20,000 per year on their taxes
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ROIs of 200+%
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Peace of mind that their business is tax compliant
“Custom Accounting CPA is always looking out for ways to save us money.”
“They are so much more organized, responsive, and knowledgeable than our previous bookkeepers, and I’m so happy we made the switch. They have taught us a lot about our own books [since] working with them. Highly recommend!”
- Brian Doochin
Rally On Media
Looking for Assistance with Your Personal Finances Instead?High-Income Personal Tax Planning & Preparation Services
Are you a high-net-worth individual needing tailored tax services? We also work with individuals seeking guidance on paying less in taxes, managing their investments, and growing their wealth.