Healthcare
Rood & Dinis takes a concierge approach with BUSINESS OWNERS and their companies.
We act in their best interest to deliver optimal results and add value whenever possible.
What sets us apart from the competition:
Communication
Timeliness
Proactiveness
Fixed Fee Pricing
Peace of Mind, Guaranteed
We offer specialized accounting and tax services to high income earners in the following industries:
Manufacturing
Construction
Wealth Management
Architecture
Engineering
Law Firms
Primary Services
- Monthly or quarterly accounting close
- Income, sales and property tax compliance
- Quarterly tax projections and planning
- Regular meetings
- Unlimited communication with our firm
- Consistent review of account for tax savings strategies and relevant opportunities
- Assistance with taxing jurisdiction notices
Value-add Services
- Budgeting forecasts
- Cash flow analysis
- Internal control evaluation
- Bookkeeping
- Compilations
- Salary packaging
- Wealth accumulation strategies
- Risk mitigation
AccountingDx is…
InformativeProvides a detailed overview into current accounting practices. Identifies potential process improvements. Fosters discussion of short- and long-term financial goals
ActionableEstablishes collaboration between client and Rood & Dinis trusted CPA team. Implements a customized and compliant accounting process based on client needs and goals. Improves clarity through consistent communication. Improves time management
The Process:
We will analyze your company’s most recent financial statements and tax returns. We will schedule a call to discuss your long and short-term financial goals
What to Expect:
You will receive a list of recommendations from us within a few days of document receipt. Your company can implement these changes immediately to minimize tax liability and optimize profitability.
Ready to Get Started?
At Rood & Dinis we are committed to your financial success. Take the first step by filling out the submission form for the complimentary AccountingDx. Have questions or need assistance? Please call us at 916-929-4450 or email info@roodcpas.com
Book your free
consultation
We offer a free initial consultation to all businesses, their owners, and NPOs that are considering partnering with Rood & Dinis.
We’re looking forward to hearing from you soon.
