THE OLD WAY
Match to new city - need new accountant
Communicate how the accountant wants
Generic business advice - service all, Doctors welcome
Know how you are doing at the year end
Store receipts all over the place
You find and meet with your advisory team, on your own
Match to new city - keep accountant
Communicate how you want
Doctor specific advice - service Doctors only
Know how you are doing throughout the year
Store receipts in a centralized location
We get you set up with advisers, prepare you for the meeting and support you throughout
Our Promise to You
WE WILL PROVIDE GREAT Technology
We only recommend technology that is easy to use and saves you time.
WE WILL BE accessible TO YOU
We support all channels of communication (Skype, Text, Email, Phone, In-Person Meetings) so you can contact us any way you want.
WE WILL PROVIDE PERSONALIZED ADVICE
We understand the needs of doctors, but personalize the advice for you.