What’s Next?
As a veterinary practice owner, you’ve experienced the ups and downs of entrepreneurship, but you may still feel unsatisfied with certain aspects of your business. Perhaps you’re seeking:
- Greater financial stability within your practice
- More consistent and rewarding compensation
- Improved cash flow management to keep your business running smoothly
- A clear business planning strategy to achieve your goals
- Resources to support your retirement while maximizing current savings
- Reduced tax burdens to retain more income in your practice and your pocket
- Pre-tax benefits that help save on taxes and build long-term wealth
If any of these resonate with you, it’s time to partner with a professional who understands your industry. As a tax accountant, CPA, veterinary practice consultant, and financial advisor specializing in the veterinary field, we bring the expertise needed to identify your pain points and implement tailored solutions. You already have many of the answers within your grasp—our role is to provide the structure, guidance, and tax planning strategies to turn your vision into a reality while driving profitability and growth for your practice.
Is it easy? No, but very achievable.
To help your veterinary practice thrive, we begin with a comprehensive assessment that involves a deep dive into how your business currently operates and your role within it. As your trusted veterinary practice consultant and financial advisor, we evaluate key areas, including the practice’s accounting processes, tax returns, budgets (or the lack thereof), organizational documents, standard operating procedures (SOPs), and more.
This assessment forms the foundation for our partnership. Assessment service fees are discussed and confirmed in advance, ensuring transparency before any work begins. The assessment enables us to determine the specific tax planning, business advice, and financial advisory services required, as well as the time and commitment necessary to achieve your goals.
Following the assessment, we will deliver a detailed report of recommendations that outlines a roadmap for practice improvements. This roadmap will include strategies for enhancing profitability and growth while addressing inefficiencies. We will then propose a monthly flat fee for ongoing services, which may include:
- Reviewing monthly financial statements generated by your recordkeeping system.
- Providing expert business advice and tax planning strategies.
- Monitoring progress toward your goals and refining your SOPs as needed.
- Addressing any challenges that arise within the practice.
Our fees are fully transparent and will be confirmed in an annual engagement letter outlining our monthly meetings, with annual renewals to ensure your continued success. For more information on our services and the methods we employ to support your veterinary practice, please refer to our white paper.
Ready to Get Started?
Start with a FREE Consultation or Contact us to get started
