Client Relationship Summary - Silver Coast Investments LLC dba PracticeCFO Investments
What We Do
As your full-service financial professionals, we develop customized growth solutions for your practice
CPA - Tax - Accounting
Business and Personal
Financial Planning
Payroll
Buy / Sell Practices
(Brokerage)
Insurance
(Life, Disability)
Investments /
Retirement Plans
Practice Management
Consulting
Network of Professional Partners: Attorneys, Banks, Human Resources, Commercial Real Estate Brokers
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Client Testimonial Videos
Learn About PracticeCFO
If you are looking for a blend of personal service and expertise for you and your practice, you have come to the right place! We offer a broad range of services for dental and medical practice owners. Our rates are affordable. We respond quickly. We are experienced. Please contact us for a free consultation.
FAQs
We help you establish an accounting, tax, and financial system to make sure you feel organized. This system integrates all areas of your finances, from accounting, taxes, payroll, budget, 401K, debt, and more. This integration will eliminate the disjointedness practices owners often find among their financial service providers.
Your financial well-being depends on the success of your practice. Getting into the right practice might be the most important decision you'll make in your career. We can help you make that decision. We complete a full profitability analysis and asking price assessment. Then we complete due-diligence on the underlying numbers of the practice. We walk you through every step, every decision, every key moment as you approach ownership.
You need more than a historian for a CPA. You need a forward looking, proactively involved CFO. We will look for and apply every legitimate tax deduction available for you. Then we provide a monthly report showing you how current you are with your tax payments. It is our responsibility to make sure you save taxes and never get behind.
Knowing when and how to fund a retirement plan is one of the most important decisions you'll make toward saving taxes and becoming financially independent. But doctors often establish the wrong type of plan and don't fund it properly.We can help establish the right type of plan for your practice. Even more importantly, we'll take responsibility for administering it the right way so you can focus on your patients and growing your practice.
We offer one-on-one guidance to help you strengthen your financial security. We help you create a financial plan to pay down debt and save for your future. The earlier you establish an economic plan, the faster we can help you achieve financial independence. And it's never to late to start!