PharmaTax and DentalTax help pharmacists and dentists minimize their taxes, grow their businesses, and build wealth. Client Hub helps Ricardo and his partners automate recurring information requests to clients and track when the clients respond to those requests.

Firm type: Outsourced accounting... Niche: Nonprofits... Wendelyn Duquette is growing an outsourced accounting practice serving nonprofits called QuickStart. Wendelyn chose Client Hub for her practice management solution to protect them from fraud while keeping her team organized.

Firm type: Bookkeeping and Consulting. Lorenda owns a growing, profitable business that focuses exclusively on bookkeeping. She’s maintained steady growth and profitability by partnering with CPAs and managing all her firm’s bookkeeping work in Client Hub.

Firm type: Fractional CFO. Niche: Dentists. Over his career, Brandon Culp worked on Fortune 500 finance teams and for a top 50 accounting firm. Then in October of 2020, he started Fraction CFI, a firm focused on helping dentists with all their financial needs.

Firm: Full-service accounting, bookkeeping, tax. Niche: eCommerce. Arielle Alipio immigrated to Canada, from Hong Kong. After working for minimum wage for another firm, she set off on her own and now runs a successful growing firm.

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