Specialties: Dental and Medical practice Accounting & Tax, Profit First Consultant, Financial Statement Compilation, Financial Analysis, Account Reconciliations, Creating spreadsheet reports, business analysis, Real Estate Investment Accounting and consultation. Audit representation and Tax Planning.
Accounts Receivable analysis: Are you a business owner that is having trouble tracking and collecting on your accounts receivable? Let's help you analyze the situation. One of our clients was using an outside billing service for patient claims and collections. The billing service had an automatic policy to send any uncollected balances after 60 days to bad debts. The client was not aware of this issue until we discovered the problem. Upon learning of this situation we worked with the office staff to collect some of the money due. The bad debt balance was $50,000 when the problem was discovered and we were able to collect $30,000 of that amount. The rest was noncollectable due to the balances being to old, and it would cost the client more to attempt to collect, or the patients passing away.
Business purchase valuation: If you are looking to purchase a dental or medical practice, let us help you analyze the practice's profitability before you make an offer. Our detailed evaluation helped a client save $50k on a medical practice purchase.
Experienced in a wide range of industries including real estate, dental, medical, transportation (trucking, taxi and limo services), non-profits, retail, wholesale, manufacturing, pharmaceutical, food services, management services and investment partnerships
Quickbooks, Creative Solutions Accounting, BNA Income Tax Planner, Thompson GoSystem Tax, Taxwise, TrustEase, AthenaHealth (cloud-based services for practice management, EHR, and care coordination), Microsoft Office Suite; Word, Publisher, PowerPoint, Excel, and Outlook, Adobe InDesign, Adobe Photoshop
My work requires attention to detail, which I deeply enjoy, and continous learning and advancement to help clients. I work to educate my clients in order for them to understand what is legally required to prepare their taxes and audit proof their returns.
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I have a Bachelor’s in Accounting and a Master’s degree in financial Planning. I am also an Enrolled Agent, which are America’s tax experts.
I am a board member of the Illinois Society of Enrolled Agents, Director position.
I do have base fees and the prices are adjusted on a case by case basis. Some clients require more work and time than others, therefore the fee is adjusted based on the complexity of each project.
I worked for two employers and determined that I wanted to branch out on my own and build the type of business I wanted. My time and effort was not being appreciated elsewhere, therefore I decided to put that time and effort into my own venture.
I have worked with doctors, dentists, contractors, flippers, investment partnerships, rental property partnerships, pharmaceutical companies, non-profit organizations, restaurants, gas stations, and cell phone stores just to name a few.