Three groups of clients drive our practice. Owner-led businesses across healthcare, law, and professional services. Real estate investors and sponsors. And the families building wealth that needs to last more than one generation. Below, every industry we hold an engagement-tested playbook for.
Partner buy-ins, equipment §179, MSO structures, owner compensation optimization.
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Practice acquisitions, associate-to-owner transitions, lab cost analysis, DSO transactions.
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Solo S-corp structuring, insurance billing reconciliation, group practice partner accounting.
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Cash-basis preservation, insurance contract accounting, multi-location consolidation.
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Practice acquisition, DSO transactions, controlled-substance tracking, hospital-grade reporting.
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MSO/PC structure, injectables inventory, §179 on lasers, owner comp engineering.
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PDGM cash flow, AB 5, surety bond amortization, Medicare compliance accounting.
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Payer mix accounting, grant reporting, facility cost segregation, multi-license oversight.
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AB 5 compliance, deferred revenue, summer cash gap planning, school district contracts.
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R&D tax credit for engineering work, project billing, multi-state nexus, partner economics.
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S-corp election, retirement plan optimization, deduction defense, AB 5 multi-state.
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R&D credits, MRR accounting, owner comp engineering, recurring revenue forecasting.
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REPS qualification, cost segregation, 1031 exchanges, distribution waterfalls, K-1 modeling.
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Trust accounts, owner statements, the 1099 trap, multi-property reconciliation.
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Job costing, completed-contract method, retainage tracking, R&D credit, multi-state nexus.
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TOT compliance, RevPAR-to-EBITDA bridge, cost segregation on hospitality assets.
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Entity choice, 1099-MISC discipline, California PTET, project-fee revenue recognition.
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If your industry isn’t listed, the first scoping call is the place to find out whether we’ve done the work before. If we haven’t, we’ll tell you so and refer you to a firm that has.
