Accounting Services for Doctors & Dentists

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Your “one-stop-shop” for all your financial planning, tax, and accounting needs

We save you time and stress by taking care of your:

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Books and records (bookkeeping)

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Taxes (planning and compliance)

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All correspondence with CRA

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Financial planning needs

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Confidential information *

* We take data privacy extremely seriously. All data maintained by AMLB is stored in Canada with the latest in end-to-end encryption.

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:

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All your financial advice from one firm who will know your full financial picture

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Time savings so you can focus on what you do best and care most about

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Objective advice. We are independent and do not market financial products

Some of the most common questions we help Doctors & Dentists answer

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Tax Planning

  • How can I minimize taxes I pay?
  • How much should I keep in my Corporation?
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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?
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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?
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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.

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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!
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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!
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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

Ready to explore a new way to manage your financial needs?

Schedule a complimentary business review today!

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