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


OUR WAY

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

 

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 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.

 

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WE WILL PROVIDE PERSONALIZED ADVICE

We understand the needs of doctors, but personalize the advice for you.