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Financials Simplified


Financials Simplified


Financials Simplified


Financials Simplified


Welcome to a smarter approach to account management.  

Dancing Girl

Personal, Business & Corporate Tax

Our commitment is to know the tax codes... so you don't have to. We are passionate about Accounting and supporting our clients both in terms of business and personal finances. We believe there is value in both traditional operations and innovation! And that's our job to bring you expertise in accounting and advances in implementations. From Tax Projections to Final Preparations, we've got you covered at every stage of your practice! We are not just another firm, we set out to do something different, and we think you'll agree that we did just that. Allow us to introduce you to a new way of doing business.

More About Us

Financials Simplified


Financials Simplified



Financials Simplified


Welcome to a smarter approach to account management.  

Dancing Girl

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PRO fessionals:

Make the complicated - SIMPLE

We do not work in theory, we work in practice and have done so for over 350+ medical professional business owners - Nationwide!  Find out what many heavy hitting practice owners already know about our firm.  Peace of mind has never been so easy:







    Single Practitioner Office


    Multi-Location Practices


    Large Income Portfolios



    Multi-State, Multi-Partners


    Partnerships


    DSOs

    Yes we are here for you, there's no such thing as too small to account for your numbers properly.



    Yes!  We have your KPIs divided out by location - always.


    We know how unique and talented you are.  W2s from your own practice - no problem.  Bonus from another partnership - we understand it.   1099s from Educational speaking engagements - yes we see it.  K1s from all your investments - we can handle it all!


    Your dedicated team is assigned by expertise and will tie up all your boarders into one clean project.


    Partner allocations, and proper projections by partner is the cornerstone of our happy client base.


    Say no more, cleaning up the complicated is our specialty!

PRO fessionals:

Make the complicated - SIMPLE

We do not work in theory, we work in practice and have done so for over 350+ medical professional business owners - Nationwide!  Find out what many heavy hitting practice owners already know about our firm.  Peace of mind has never been so easy:

Single Practitioner Office

Yes we are here for you, there's no such thing as too small to account for your numbers properly.

Multi-Location Practices

Yes!  We have your KPIs divided out by location - always.

Large Income Portfolios

We know how unique and talented you are.  W2s from your own practice - no problem.  Bonus from another partnership - we understand it.   1099s from Educational speaking engagements - yes we see it.  K1s from all your investments - we can handle it all!

Partnerships

Partner allocations, and proper projections by partner is the cornerstone of our happy client base.

Multi-State, Multi-Partners

Your dedicated team is assigned by expertise and will tie up all your boarders into one clean project.

DSOs

Say no more, cleaning up the complicated is our specialty!

Our services.

Business Services

Our firm can provide accounting support that allows business owners to focus on INCOME Producing Activities and growing the business. learn more


Cash Flow Management

CASH is King! Maintaining adequate cash reserves to cover expenses & expansion is crucial to growing a business. learn more


Tax Preparation

The tax code is voluminous, complex and constantly changing. Computer software cannot replace an experienced and specialized tax professional. learn more


Tax Planning

Minimize your liability & reduce surprises. Our pro-active tax planning throughout the year helps to identify issues or opportunities that can impact your tax liability. learn more

Resources



Get the support you need for continued growth at your fingertips. Our resources center provide additional insight to help you meet today's tough economic and regulatory challenges. Find everything from Client Support Documents to Tax Calculators and Consumer Reports.


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Industry Leader 

"Every industry has a leader and Jonathan White is the leader when it comes to specialized accounting for those in the dental profession.  He's the best there is and delivers what others can't"  -  D. Ketola formerly CCOFS


"Do WHATEVER it takes to get in as their client. You won't regret it! Do it now before they stop taking clients!!"

-  P. McDonough DDS MS

"This is THE HAPPIEST tax season I've had since I started working. Thank you for setting things up correctly so I didn't have to stress about coming up with a huge amount of money.  Much Appreciated!!"

-  E. Blassingame DDS MS

"I Appreciate you all taking the time to help me out. I am always impressed with your firm's response time and help! Best CPA team ever!!"

- G Gardner DDS







    BIG Impact, Small town TLC

    Learn more about how we could support your financial transformation. Connect

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    Find us.

    3005 Senna Drive

    Matthews, NC 28105


    Contact us.

    P: 704.288.1731
    F: 704.288.1343

    Email us.

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