Creating a Road Map for the Future of Your Practice or Clinic

To realize the future you dream about for your practice or clinic, you need a road map and an action plan for how to actually achieve it. Business Road Map & Forecasting support will provide the clarity you need to guide your strategic decision making and your business towards achieving your goals. University and scientific […]

How to Improve Your Clinic or Practice with a SWOT Analysis and Strategic Goal Setting

Every Success Story Starts With a Dream

The start of a new year is a perfect time to evaluate your clinic’s or practice’s current performance and to make strategic plans for improvement, including to your professional corporation. A SWOT analysis can be incredibly helpful in thoroughly examining your strengths and weaknesses as well as the opportunities available to you and the threats […]

How to Generate More Cash and Achieve Greater Profit for Your Clinic or Practice

Canada Emergency Business Account (CEBA) Loan – Additional $20,000 for Small Businesses

As a physician and business owner, you know that maintaining and improving your financial health is key to the success of your business. Whether you’re looking to minimize your personal and business taxes or increase your profits, working with an advisor who specializes in profit improvement strategies can be a game-changer. If you’re looking to […]

Integrated Tax and Financial Planning for Physicians and Medical Practitioners

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The overall financial health and success of your medical practice or professional corporation will be greatly improved through integrated planning that considers your current circumstances, your long-term goals, and the opportunities that are available to you. Experience elevated accounting and advisory support that offers you meaningful financial reporting and guidance to optimize your tax savings, […]

How Physicians Benefit from QuickBooks Online | QBO Optimization for Physicians

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What is QuickBooks Online? QuickBooks Online (QBO) is an accounting software platform created to help business owners efficiently manage bookkeeping, accounting, and administrative processes, and to provide reliable and meaningful reporting and information. QBO helps simplify your accounting processes by automating the flow of financial information, and gives you more accurate results that you can […]

How Physicians Benefit from a SWOT Analysis and Strategic Business Goal Setting

Four white bucket chairs with wooden legs are set against a gray wall, like a waiting room.

What is a SWOT Analysis A SWOT analysis is a framework used to identify and understand your strengths, weaknesses, opportunities, and threats. These four factors play a critical role in assessing the overall health of your practice, and they can be used to strategically plan for the future of your business. Strengths and weaknesses are […]

Cloud Accounting Migration Support for Physicians and Medical Practitioners

Every Success Story Starts With a Dream

Saving time, energy, and money is a result of making strategic decisions to improve efficiency and performance. One such decision is migrating your accounting systems and processes to the cloud. What is Cloud Migration and Accounting? Cloud migration is the process of moving your accounting systems and data from traditional on-premise and/or offline systems and […]

How Bookkeeping Can Help Physicians

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Good bookkeeping is the foundation of your ability to make great business decisions that are based on reliable information. Up-to-date and accurate bookkeeping provides you with a record of historical financial information that can be analyzed to spot trends and make adjustments to achieve the growth, profit, and outcomes you desire. For many physicians, bookkeeping […]