ACCOUNTING & FINANCIAL SERVICES FOR TODAY'S MEDICAL PRACTICE

Medical practices are evolving with our changing times. Having the right financial partners is the key to

gaining an edge and maximizing profitability.

ACCOUNTING

Tax planning strategies
Tax preparation for medical practice office, doctors, and other medical professionals
Cost-savings possibilities when the medical practice's business and physician's personal taxes are prepared collectively
All federal, state, and local tax filings
Quarterly estimate preparation
New partner tax considerations
Multiple office locations and multi-state tax filings

Preparation of audited, reviewed, or compiled financial statements
Assistance with bank loan covenant requirements, office lease requirements, and additional assurance requirements
Agreed-upon procedures
Employee benefit plan audits

Our full-service offering
Bring the practice advisory, accounting, financial, and tax expertise directly into your practice - without the full-time expense of highly qualified financial employees
Take your growing practice to the next level financially by utilizing the expertise of multiple CPAs, allowing us to handle the numerous facets of your practice's finances
For the medical professionals that utilize our CFO Advisory services, our #1 priority is maximizing value for the owner(s) of the practice

Entity selection assistance
Ownership structuring
New practice formation and business considerations
Relationships with bankers, attorneys, financial advisors, and insurance agents to help with practice startup needs
Loan negotiation assistance
Operating agreement assistance
Succession planning
Valuation assistance

Retirement planning, including assistance with setting up plans that maximize tax deferral opportunities for the owner(s)
Profitability & expenditure review
Financial planning & budgeting
Cash flow modeling
Lease vs. buy analysis