Specialized Tax Incentives

Business Capital Financing

How much would a willing buyer pay a willing seller for a limited partnership interest in a real estate venture? For stock in a closely-held business? For a fractional interest in a gas well? Or for other types of "unique assets"?

Let us supply the answer.

With our partners we provides top-notch, first-party account receivables and third-party debt recovery/collection services with a performance guarantee. Our proven results show that most debt can be collected before ninety days with noninvasive procedures.

Business Planning and Exit Strategy

 With our combined knowledge and  experience our ​​Team of Business Consultant work together seamlessly to uncover Strategies so that you can grow your business by through a planning process.


We provide online and remote bookkeeping services for sole-proprietors and small to medium size businesses. Outsourcing your books to us will be a cost effective decision compared to hiring in-house.

We provide online and remote bookkeeping services for sole-proprietors and small to medium size businesses. Outsourcing your books to us will be a cost effective decision compared to hiring in-house.

We offer a wide variety of service solutions, to an even wider variety of industries. Our focus is to bring seemingly complex Specialized Tax Incentives, Expense Reduction solutions, Ancillary Offerings and Financial Services to small and midsize business owners, without any hassle. We understand most business employers are focused on their core business, and often do not have the time or resources to research for available programs.

Our software helps identify local, state, and federal tax incentives available for your business. On average, for a small to mid-size company, we are able to identify over $200k in savings.

For those that are looking for corporate real estate or business purpose financing, we have a consortium of select companies and individuals with expertise in a variety of funding environments. Each member of this group of professionals has been carefully selected for their expertise, knowledge and contacts with their specific niche markets. This elite group works as a team to find solutions for those in need of financing. We consult on a confidential basis and utilize each other's resources to insure the best possible chance of success. 

Ancillary Medical Offerings

Business Planning Services

Our 11 point expense analysis identifies overcharges and billing errors in key expense areas such as Credit Card Merchant Processing, Parcel Shipping, Waste and Recycling, Property Taxes, and Workers Compensation Premiums.

Business Valuation

Not large enough to hire a full-time CFO? We get it. Your business is small, but your goals are big and you need the best operational intelligence available to help you achieve them.

Their is an innovative new financial tool from designed to help you make better decisions today, tomorrow and 10 years from now.

Our Ancillary Checkup evaluates the ancillary potential of your practice in less than 15 minutes.

With this Checkup you will be able to analyze which of our 20 Ancillary Offerings is most appropriate for your practice.

This could result in an increase in your practice’s monthly revenue by an average of $20,000. 

iPlanforit works with one of our affilates that has a proprietary process that helps business owners plan for and achieve successful exits. The mission is helping business owners plan for and execute successful exits: achieving financial freedom, creating a sustainable legacy, and exiting on their own terms.  They have a dual-track process, preparing both the business and its owner(s) for exit. One cannot be prepared without the other.

If you would like to schedule a 15 minute no cost or obligation online Virtual Video Tele-Consultation to complete your analysis please​ 

Click Here to schedule an appointment.

Bookkeeping Services

CFO solutions

Practice Areas

Corporate Expense Reductions

Revenue Recovery