Let Us Handle the Numbers So You Can Focus on Your Business

Vital Practice helps your business thrive with tailored financial support for clinics, private practices, and professional service providers—ensuring compliance, maximizing tax efficiency, and streamlining operations.

Accounting and Bookkeeping Services

Accurate bookkeeping is essential for a healthy business.

Our services ensure your financials are always in order, improving cash flow management and compliance.

Our customized bookkeeping services provide the insights you need to make informed business decisions.

QuickBooks Diagnostic Review

Get a detailed evaluation of your QuickBooks setup to identify errors, inefficiencies, and missed opportunities before they cost your practice.

Our diagnostic review ensures your books are accurate and ready for smooth financial management.

Learn more about our QuickBooks Diagnostic Review

QuickBooks Cleanup & Catch Up

 Is your QuickBooks a mess?

We specialize in getting your books back on track—whether you’re behind on months of data entry or need to fix errors.

Our Cleanup & Catch Up service will restore your financials to pristine condition.

Discover our QuickBooks Cleanup & Catch up Solutions

Monthly Bookkeeping Services

Stay on top of your financials with our flexible monthly bookkeeping packages.

From basic transaction tracking to comprehensive bookkeeping for growing practices, we have a service level that fits your needs.

Discover our Monthly Bookkeeping Services

QuickBooks Quarterly Advisory Service

Even if you and your staff stay on top of the regular bookkeeping, questions often arise about more complex issues.

Our QuickBooks Quarterly Advisory Service provides expert guidance to help you troubleshoot problems, answer your bookkeeping questions, and ensure everything is being done correctly.

Each quarter, we’ll have an online meeting to review your progress and address any concerns. You’ll also receive unlimited email support for questions you may have between meetings.

Learn more about our QuickBooks Quarterly Advisory Service

One-on-One QuickBooks Coaching

Need help with a specific QuickBooks setup or best practices?

Do you have a staff person who needs training above what YouTube has to offer?

Our one-on-one coaching sessions provide personalized, 60-minute online meetings to address setup, usage, and troubleshooting. This service is perfect for business owners or staff members who need expert guidance to get the most out of QuickBooks.

Learn more about our One-on-One QuickBooks Coaching

Tax Services

Tax Diagnostic Review

Ensure your business and personal tax compliance with our Tax Diagnostic Review.

We’ll review your IRS tax transcripts to verify that your filings and payments are up to date.

You’ll receive a comprehensive report, followed by an online meeting to discuss any issues and next steps for staying compliant.

Learn More About the Tax Diagnostic Review

Tax Preparation for Businesses & Owners

Stay compliant and tax-efficient with our expert tax preparation services. We handle tax filings for both your business and personal taxes, ensuring you maximize deductions and minimize liabilities. From small businesses to S-Corp owners, we’ve got you covered.

Discover Our Tax Preparation Services

Quarterly Tax Advisory Service

Stay ahead of your tax obligations with our Quarterly Tax Advisory Service. We’ll help you make strategic decisions throughout the year, ensuring your business remains compliant and tax-efficient.

 

Learn More About Quarterly Tax Advisory Service

S-Corp Selection & Reasonable Compensation Studies

Considering an S-Corp election for your business?

Our expert guidance helps you decide if it’s the right move and ensures your compensation aligns with IRS guidelines. With our S-Corp Selection and Reasonable Compensation Studies, we’ll help you optimize your tax strategy and avoid potential IRS scrutiny.

Explore Compensation Studies and S-Corp Elections

Tax Representation & Resolution

Dealing with IRS issues like audits, back taxes, or collections? Our Tax Resolution Services can help you navigate and resolve your tax problems. Our Vital Tax Help services offer comprehensive support in resolving your IRS and state tax concerns.

Get Help with Tax Resolution

man filling out tax form on computer

Ensure compliance and maximize your tax savings with our expert services.

From preparation to advisory, we handle the details so you never miss a deadline or deduction.

Our tax solutions help minimize liability, reduce risk, and keep your business on solid financial footing.