Small to Mid-size Businesses

Creating and running a small business is no easy feat. Our team is committed to serving and helping alleviate some of the challenges commonly faced by small to mid-size businesses. With the help of our operational and financial services, you can focus on your business venture and vision, while remaining in the loop on the health of your business.

Our services range from tax preparation, planning and representation, business valuation services with our credentialed and experienced business valuation analysts, audit and accounting assistance, payroll services, forensic accounting services for investigations or fraudulent activity through litigation support and witness testimony, as well as efficient technical support to enhance your operational strategies. Regardless of your needs, our team has you covered.

Lisa F 2018

Lisa DeVaughn Foley

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Insights

A Year in Review: How Did Your Goals Stack Up Against What You Achieved?

As the year ends, healthcare practices have a unique opportunity to reflect on their performance. For many, the end of...

Proven Retention Strategies for Healthcare Practices

In today’s healthcare environment, patient retention is just as important as attracting new patients. Retaining loyal...

Federal Court Strikes Down U.S. DOL Overtime Exemptions Rule Nationwide on White-Collar Exemption Salary Threshold Ruling

On November 15, 2024, a Texas federal court struck down a U.S. Department of Labor (DOL) rule that raised the minimum...