The centerpiece of proactive management of a healthcare practice is accounting and financial recordkeeping. Each month, our team performs reconciliation of accounts and categorizing of activity and delivers the results to your inbox in a simple and easy-to-ready format.
Serving as remote CPAs and consultants, we strive to help practice owners improve their financial and operational efficiency. Whether by phone or email, clients can reach out to us in an unlimited manner to get their questions answered.
Each month, you’ll receive the financial vitals of your practice delivered straight to your inbox. Our bespoke monthly reports are built specifically for the private practice owner and they’re designed to highlight the significant areas of your finances in a manner that is easy to read and understand.
Each month, we’ll calculate your estimated tax burden based off the earnings of the practice plus the wages you receive from the practice. Whenever quarterly taxes are due, we’ll make a recommendation of how much to pay as well as provide links to walk you through exactly who and what to pay.
Get full access to a multitude of practice and financial-related guides and walkthroughs. From FAQs to Educational Courses, our video library offers the practice owner an arsenal of tools and best practices to optimize their practice and their earnings.
Reach out and receive custom guidance for your practice and its clinician compensation structure. Whether historical or forward looking, we can serve as your fractional CFO to help you ensure that things are within optimal levels for long-term viability.
Access our tax planning idea library and save thousands off your tax bill. Reach out to your CPA and get one-on-one assistance with implementing dozens of different tax planning initiatives designed to save you way more than our fees each and every year.
Through monthly services, we will help your legal entity elect S-Corp status and provide you with a number of different ways to further optimize your S-Corporation structure. We’ll also work with you to develop a salary for yourself that maximizes tax savings while minimizing audit risk.
Hiring and then retaining key personnel – all while ensuring your costs remain under control – this is the critical balance of every practice and we can help. Through monthly services, we’ll get your company set up for payroll processing and register your business with the state.
Get Federal and State compliance alerts and messaging about your company in real-time. Even for items not traditionally filed by a CPA, we’ll send you reminders and make you aware of upcoming compliance requirements for your legal entity.
Send us your legal question and we’ll reach out to our attorney network for an answer. If your question can’t be answered without additional consultation, we’ll connect you with an attorney that works with professionals in your state.
Get custom recommendations for retirement plans, guidance for selecting a plan that best fits your needs, and we’ll even connect you with a Financial Advisor to assist with opening the account.
Through our legal partners, we can help you generate custom legal documents for things like employment contracts, BAAs, employee handbooks, independent contractor agreements, sub-leasing contracts, and much more.
We’ll help you set a budget, see how your practice compares with other practices, and provide you with a system to help you monitor and maintain your monthly expense tracking.
For tax returns we have prepared, get 2 hours of complimentary audit strategy or tax notice support if you ever find your receiving a notice from an agency in the mail. In the rare event of an audit, we’ll connect you with a vetted audit specialist who will guide and support you through the process of resolving your case with the tax agency in question.
Being in solo practice doesn’t mean you have to be on your own. Our monthly support suite for solo practitioners provides solutions designed to cover the critical components of running a successful and financially efficient practice.
I’ve had the pleasure of working with Mickey as my CPA and I couldnt be more satisfied. He is not only highly knowledgeable and detail-oriented, but also incredibly approachable and willing to go the extra mile. I highly recommend him and the firm.
I just want to say a big thank you for knowing what you are doing and explaining things to me in a way that makes sense to my therapist brain. The videos are extremely helpful. Once again, I’m so grateful to you and appreciate everything you do.
Whether you’re in the initial stages of launching a new group practice or have an established practice looking for reliable support, our monthly support package provides accounting and CPA guidance designed to tackle the essential components of running a successful group practice.
For those not enrolled in monthly services, we offer the following standalone engagements.
