Take advantage of unlimited phone and email support for all of your business needs. You and your staff get as much help and advice as you need without having to worry about hourly billing! Your phone calls, emails, and text messages are answered quickly, with guaranteed response times. All typical business filings are included with our monthly service.
Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for better service! We'll work together throughout the year to find opportunities for tax planning and business growth! You'll receive attentive care, specifically tailored to your business' needs.
Instead of utilizing multiple service providers for your bookkeeping, payroll, tax returns, and tax planning, let us do it all! You'll likely save big for better service! We'll work together throughout the year to find opportunities for tax planning and business growth! You'll receive attentive care, specifically tailored to your business' needs.
Services
I'm passionate about creating streamlined accounting and financial management systems that improve my client's day-to-day life. I suspect your passion is dentistry and not managing your books. My goal is to enable you to focus on your patients while remaining constantly informed of your business' financial performance.
We utilize "continuous accounting". Your transactions are input daily, so your books remain up-to-date. As a result, we can provide timely, tailored advice based off your most recent performance. You'll get a customized report each month to show your business' performance, current trends, and areas we're working to improve.
Incorporation Guidance- We'll guide you to complete all required steps for establishing your new corporation for the best value! This includes your Articles of Incorporation, Bylaws, Organizational Meeting Minutes, initial Statement of Information filing, EIN assignment, and S-Corporation election filing with the IRS.
We're not another bill; we add value to your business. Our net zero billing goal is for our low fees to be far-exceeded by our our replaced services & tax-saving strategies!. You should focus your time on dentistry, not on your books. The goal of the CPA should be to enable you to take control of your business and your time.
My experience has been beyond excellent! If you are looking for someone who has integrity, honesty, and is detail-oriented, Dave is your CPA. I can't imagine operating my dental practice without him. After having the same CPA for many years, we transitioned to Dave Sholer nearly 2 years ago. We're so impressed with Dave and his attention-to-detail and quick response to any question that may arise.
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