We help you enhance the effectiveness, efficiency and profitability of your practice.
Custom planning, strategy, and expertise through the life cycle of a practice can map the best path to knowing what to do, how to do it, and in what sequence. How much better off would you be today if you had avoided losses and enhanced your gains?
Concierge Cash Management
We simplify the “noise” of numbers and distractions of cash flow management through our specialized bookkeeping and proprietary cash management systems and reports. Learn how to spend smarter to increase profit, plan for taxes, fund retirement and savings.
Save thousands of dollars every month, focus on your core competencies, and maintain peak financial performance with our custom solution that includes simplified accounting software, consulting access, and advisory services, leveraged by your virtual CFO-team.
Hear what others are saying…
“When working with potential team members, colleagues, anyone for that matter, the most important question I ask is: “Do they get it?” Can they see the forest through the trees? PEG gets it!!! They have the experience and sophistication to execute while maintaining a passion and drive to help and support in any way possible. ”
“I actually enjoy coming into the office now. Together with my PEG team, we have knocked down a huge chunk of debt. PEG also added another wonderful member to the team in Jan. Through their insight and direction, the practice is starting to thrive, again—both financially and emotionally.”
-Thomas Mazzuchelli, DMD
“On a side (but very important) note. . . thanks so much for what you and PEG have been doing for our practice. Words cannot express my gratitude as an office administrator and the wife of the doctor. It affects me professionally and personally, so on both levels… THANKS!
“Thank you for giving birth to us, our financial lives. You went through the painful labor and delivery of birthing two young adult who knew nothing and had nothing. You helped us build this dream practice in our dream building. Thank you for educating us, being patient with us, never being a “yes man” to us, and giving us the tough love we deserved.”
“The difference that Rob offers is that he is so good at working with professional practices, and has worked with so many of them, that he can instantly see obstacles that we the business owners don’t see. Rob Flintom is one of those gifted individuals with x-ray vision when he looks at a business. He sees the potential you don’t, he sees the problems and challenges you don’t, he can pinpoint the “why”s and the solutions for the challenges you do know about. Rob is in the business of putting professional businesses on a better track – one that is more lucrative, more enjoyable, and safer.”
The Heartlandplanning Group, Ltd.
“Thank you for your help! You have helped Gary and I on an amazing journey from where we were when we first met. I would never have believed then that I would be where I (we) am today. With greatest gratitude,”
-M. Gabrielle Thodas, DDS,
Redwood City, CA