Rood & Dinis, LLP
Your Trusted Financial Concierge: Personalized CPA Solutions
Rood & Dinis is a personalized, proactive CPA firm providing financial services beyond traditional accounting and tax preparation.
About
Rood & Dinis is a full-service CPA firm providing personalized, proactive financial services that go beyond traditional accounting and tax preparation. They are a trusted financial concierge for private businesses and non-profits, offering personalized services and strategic guidance.
Their mission is to help clients create capacity and operate at their fullest potential through financial organization, active involvement and expert advice. They have 65+ years of combined CPA experience, 100+ active private businesses, and 85+ active non-profits. Their approach is relationship focused with a trusted partner who anticipates challenges and uncovers opportunities before they arise, providing clear and jargon-free communication so clients always know where they stand.
Services
Accounting Services
Full accounting services including monthly or quarterly accounting close, compiled and reviewed financial statements, and accounting assistance.
Tax Services
Income, sales and property tax compliance, quarterly tax projections and planning, assistance with taxing jurisdiction notices.
Wealth Management
Wealth accumulation strategies, estate planning, risk management with integrated insurance solutions, and tax planning optimization for high-net-worth individuals and families.
Healthcare Accounting
Specialized accounting services for medical and dental practices including income allocation by physician or dentist, and income and expense allocation by location or department.
Construction Accounting
Specialized accounting for construction companies including job-cost accounting, WIP reporting, equipment cost allocation, and surety bond financial reporting.
Manufacturing Accounting
Specialized accounting for manufacturing companies including cost accounting, accrual basis accounting oversight, and income tax credit and deduction optimization.
