Financial Planning and Accounting Services…

…PBN expects to earn your confidence with our ability to increase your bottom line.

Because we take a holistic view of financial optimization for your practice, it makes sense to entrust PBN with your accounting and business support services. PBN's financial services staff, led by a full-time CPA, earns a high degree of trust from our clients.

PBN expects to earn your confidence with our ability to increase your bottom line. We customize our financial planning and accounting services to meet your specific needs, from accounts payable, to payroll, to profit sharing and more.

Financial Planning

  • Financial and wealth management accounting, including business and personal financial statements
  • Strategic and annual financial planning, budgeting, and reporting
  • Business and malpractice insurance planning and provision
  • Pension & profit sharing

Accounting Management Services

  • Payroll services
  • Payables processing
  • Staffing services
  • Facilities and assets management

To get started, contact PBN and ask to speak to a financial services expert.