Professional Services

A clean bill of financial health.

Our Professional Services group brings deep experience partnering with medical and healthcare practices to solve financial challenges and uncover opportunities for growth.

Whether you’re running a medical practice, dental clinic, veterinary hospital, or another professional services practice, the business side of care can feel like a second job. We partner with you to streamline your finances, strengthen profitability, and plan confidently for long‑term success — so you can spend more time caring for patients and less time worrying about accounting and tax compliance.

Some of the most common services we provide to our professional services clients are:

  • Healthcare & Practice‑Specific Tax Planning
  • Financial Reporting & Performance Analysis
  • Succession & Transition Planning
  • Budget & Cash Flow Planning
  • Managed IT Services
See All of Our Services

Professional Services Leader

Meet Dan

He's our Professional Services Leader and a camping and hunting-loving Whatcom County native.