Accounting Services for Doctors & Dentists
Your “one-stop-shop” for all your financial planning, tax, and accounting needs
We save you time and stress by taking care of your:
Books and records (bookkeeping)
Taxes (planning and compliance)
All correspondence with CRA
Financial planning needs
Confidential information *
Solutions to grow with your practice
We believe in building relationships with our clients and that is why we are not the firm you see once a year but throughout the year to guide you through your financial journey and ensure you are getting the right advice to meet your financial objectives.
Whether you are growing your practice, in residency, or medical/dental students we have created a “one-stop-shop” for healthcare professionals to meet your unique needs.
Our unique offerings marry financial planning and your tax plan so that you are receiving:
All your financial advice from one firm who will know your full financial picture
Time savings so you can focus on what you do best and care most about
Objective advice. We are independent and do not market financial products
Some of the most common questions we help Doctors & Dentists answer
Tax Planning
- How can I minimize taxes I pay?
- How much should I keep in my Corporation?
Financial Planning
- How do I retire with $10M in net worth?
- How much savings do I need to live my best life?
- How can I afford my dream house?
- Can you help me build a financial roadmap?
Investment Planning
- How should I allocate my portfolio?
- Bonds vs stocks or other investment products
- Is my portfolio performing well?
- Do I need to reassess my investment strategy?
- Am I paying too much in fees? What are my options?
- Should I try a do-it-yourself investment approach vs using an advisor?
Bookkeeping
- Can you clean up my books & records?
- Can you manage my books & records?
Fixed fee plans. No hourly billing. No surprises.
With your needs in mind, we have created three packages that will be suitable for Doctors and Dentists at any career stage. We can also customize any of these packages for your unique needs.
Accountant
- Annual business review
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
Controller
- Quarterly business review
- Financial Planning
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Comprehensive tax strategy and planning
- Payroll
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
CFO
- Monthly business review
- Financial Planning
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Comprehensive tax strategy and planning
- Payroll
- Investment Planning
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
What Our Clients Are Saying
Bijan Teja
Owner, Dr. Bijan Teja Medicine Professional Corporation
The service and financial advice provided by AMLB has been outstanding! I am an incorporated anesthesiologist/critical care physician at the University of Toronto and moved to AMLB from my previous accounting firm one year ago. AMLB was not only able to identify several strategies worth thousands each year and hundreds of thousands in the long run, which were overlooked/not discussed by my previous firm, but their responsiveness to questions and requests has been a game changer for me. Being able to get solid, evidence-based advice from your accounting firm and having an extremely well-organized tax consultant has freed up a lot of my time over the past year to focus on family and new work projects rather than administrative tasks. AMLB’s services have been worth every penny and I would recommend them without hesitation because of the money and time they have saved me.
Dr. Adil Ladak
Dr. Adil Ladak Alberta Plastic Surgery
AMLB developed a financial plan for me clearly illustrating my earnings, savings, and investing needs. A flexible plan to meet my early retirement goals while giving me options to leave a legacy for my family.
Ready to explore a new way to manage your financial needs?
Schedule a complimentary business review today!