REAL ESTATE

We understand the opportunities and complex challenges faced by the real estate industry. Having the right
financial partner can help maximize these opportunities. Our team is proud to be the chosen financial
and accounting partner to some of the best realtors, developers, and property managers in the
Washington, DC metropolitan area.

CFO ADVISORY

PRACTICE ADVISORY & MANAGEMENT

FINANCIAL ADVISORY

– Our full-service offering

– Bring the practice advisory, accounting, financial, and tax expertise directly into your practice – without the full-time expense of highly qualified financial employees

– Take your growing practice to the next level financially by utilizing the expertise of multiple CPAs, allowing us to handle the numerous facets of your practice’s finances

– For the medical professionals that utilize our CFO Advisory services, our #1 priority is maximizing value for the owner(s) of the practice

– Entity selection assistance

– Ownership structuring

– New practice formation and business considerations

– Relationships with bankers, attorneys, financial advisors, and insurance agents to help with practice startup needs

– Loan negotiation assistance

– Operating agreement assistance

– Succession planning

– Valuation assistance

– Retirement planning, including assistance with setting up plans that maximize tax deferral opportunities for the owner(s)

– Profitability & expenditure review

– Financial planning & budgeting

– Cash flow modeling

– Lease vs. buy analysis

ACCOUNTING

TAX

ASSURANCE

– Outsourced accounting assistance

– QuickBooks assistance by QuickBooks Certified ProAdvisors

– Preparation of internal financial statements

– Internal controls implementation

– Tax planning strategies

– Tax preparation for medical practice office, doctors, and other medical professionals

– Cost-savings possibilities when the medical practice’s business and physician’s personal taxes are prepared collectively- All federal, state, and local tax filings

– Quarterly estimate preparation

– New partner tax considerations

– Multiple office locations and multi-state tax filings

– Preparation of audited, reviewed, or compiled financial statements

–Assistance with bank loan covenant requirements, office lease requirements, and additional assurance requirements

– Agreed-upon procedures

– Employee benefit plan audits