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
Payroll Services
Minimize the risk of costly errors and reduce expenses (compared to hiring an in-house employee) by outsourcing payroll services to a knowledgeable firm well versed in healthcare-specific tax laws and regulations
Featured Services:
- Payroll Tax Filings
- Direct Deposits
- W2, W3, and 1099 Preparation
- Worker’s Compensation Audits
- Customized Payroll Reports
- Unemployment Claims
Are We the Right Fit for You?
At Custom Accounting CPA, we specialize in helping U.S.-based Small Business Owners in the medical industry reduce their taxes as much as legally possible and set the stage for growth.
If you’re a business owner in the medical field—such as a dentist, chiropractor, or veterinarian—and your business has gross sales between $500k and $5 million, we may be the best fit for you!
Here’s who will benefit the most from our services:
- You’re Proactive & Ambitious
You’re eager to grow your business and want expert advice to help you reach your goals. - You Embrace Technology & Efficiency
You’re comfortable using digital tools like online portals and Teams to streamline your processes and work faster. - You Have a Healthy Financial Foundation
You’ve built a solid net bottom line and are actively seeking ways to reduce your tax burden. - You’re Engaged & Responsive
You’re ready to invest the time and effort needed to collaborate closely with us in reaching your business goals.
If this sounds like you, we’d love to help you reduce your tax burden, optimize your operations, and set your business up for long-term success.
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
Hear from Our Clients
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.