Medical Professionals

Feel confident you’re getting the best advice to protect your wealth

You are:

A medical clinic 

A physio-therapy clinic

A physician in solo practice

A chiropractor

As a medical professional, you’re paid per visit and you’re running off your feet. You want to prioritize patient care but you also what to protect your wealth from creditors and tax.

The financial structure and systems you set up for your practice will influence how much of your money you keep.

You’re asking questions like:

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How do I maximize savings on my tax return?

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Should I pay a large bonus at the end of the year?

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What do I do with the money in my professional corp?

With expert guidance, you can feel confident you’re making (and keeping) as much money as possible.

Work with accountants who care about your future, not just your current situation

Getting good advice for where you are now is really important. What’s more important is looking at the whole picture – what’s best for you now and for your future. We care about your long-term financial security and want to help you create a sustainable plan to achieve it.

How it works

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Kickoff: We meet to look at your numbers and installments.

This is a goal-oriented meeting. We start by listening to what you want to achieve, allowing us to give you the most effective advice based on what you need.
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In the early days of your practice you’re in the compliance phase.

Every Jan-Feb, we’ll have a meeting to review the past year. We’ll talk about dividends and corporate tax, catch up on bookkeeping, and review the results & the tax due.

$500/month+

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Once your practice matures, you’re looking for big-picture concepts.

You’ll have growing investments, maximizing billings, and producing excess money, you’ve probably bought the space you’re in and have investments. We’ll be getting you performance metrics every month, tracking your progress and planning for the rest of the year.

$1000/month+

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When you’re full gas, you need control.

You have more cash than you are consuming. We’ll help you figure out your professional corporation and maximize retention of capital, all during monthly meetings and with a multi-year plan in mind.

$5000/month+

How it works

null

Kickoff: We meet to look at your numbers and installments.

This is a goal-oriented meeting. We start by listening to what you want to achieve, allowing us to give you the most effective advice based on what you need.
null

In the early days of your practice you’re in the compliance phase.

Every Jan-Feb, we’ll have a meeting to review the past year. We’ll talk about dividends and corporate tax, catch up on bookkeeping, and review the results & the tax due.

$500/month+

null

Once your practice matures, you’re looking for big-picture concepts.

You’ll have growing investments, maximizing billings, and producing excess money, you’ve probably bought the space you’re in and have investments. We’ll be getting you performance metrics every month, tracking your progress and planning for the rest of the year.

$1000/month+

null

When you’re full gas, you need control.

You have more cash than you are consuming. We’ll help you figure out your professional corporation and maximize retention of capital, all during monthly meetings and with a multi-year plan in mind.

$5000/month+

Here’s a testimonial by someone who’s tried it…

Let’s get started!

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