The Trusted Financial Advisors You Need in Your Corner

Trust is the key attribute our clients have in us because we approach every client as a trusted business advisor. Advisory services are solution focused and the lifeblood of what bonds us to our clients and establishes and maintains the level of trust that they have in us.

Industry Specific Consulting

Our professionals have expertise in several industries and healthcare is the industry in which we excel. We assist medical groups and other healthcare providers in implementing change management processes including practice assessments to determine where operations efficiencies need to be applied, benchmarking, and implementation of physician compensation plans.

Data Analysis and Continuous Fraud Auditing

We use various powerful data analysis tools to provide continuous auditing oversight to minimize the risk of fraud, embezzlement, or other financial irregularities in our client’s business operations.

Consulting Services

Outsourced Controllership

Write-up services are out, accounting oversight is in. Having your CPA enter transactions and reconcile accounts to produce financials or prepare tax returns is inefficient and too expensive. We provide a standard process and only accept clients that adhere to that process. Transactions are entered by your staff, on your GL software system, QuickBooks Online, or other cloud-based system.

Bank accounts are enabled for electronic banking and transactions download daily to the system. We access the GL at month end, tie in control totals, make recurring journal entries and deal with non-recurring transactions. We compile the financial statement and review them with management providing an efficient, affordable financial reporting system.

Financial Advisor - CPA for Financial Consulting & Reporting in Houston, TX