Certified Public Accountant (CPA)
Master of Business Administration (MBA)
California Society of CPAs, Member
American Institute of CPAs, Member
Hobbies: Homebrewing, Hockey, & Long-distance hiking
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.
WHY MY CLIENTS HIRE ME:
According to the AICPA, 75% of today's CPAs will be retired within 15 years. If your CPA recently retired or is about to retire, and you are looking for a new CPA with whom you can work for the remainder of your career, look no further!
CPA Not a Dental Specialist
Your business has specific needs that can be overlooked by a great CPA who doesn't specialize in your industry. You may be missing out or paying too much in taxes!
Underserved by CPA
Many dental professionals have become accustomed to only receiving a tax return from their CPA, and often times only get results after the year is already over. Your business requires proactive support year-round and timely advice.
CPA Too Busy, Doesn't Have Time to Provide Proactive Care
If it takes multiple phone calls or emails to get a response, your CPA isn't giving you the time you deserve. Integrated Accounting Solutions purposefully maintains a small number of clients to guarantee exceptional, responsive service.
CPA Not Providing Personalized Attention
Your business is unique, with it's own accounting & tax needs. Don't rely on rubber-stamped services that aren't personalized to your business.
Paying Too Much & Receiving Unexpected Bills
If you're using multiple service providers for payroll, bookkeeping, accounting, and tax services, you're almost guaranteed to be paying way too much. You might consider an all-inclusive service plan with fixed, monthly payments. My clients typically end up receiving much better service for less than they were paying.
Done Trying to Do It On Their Own
You're a great dentist, and maybe you're also great with managing finances, but you may find yourself overwhelmed with trying to manage the books on your own. Consider how much you could be producing with the time you're spending on the books.