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ACCOUNTING & FINANCIAL SERVICES FOR TODAY'S MEDICAL PRACTICE

Medical practices today are evolving with our changing times. Having the right financial partners is the key to gaining an edge and maximizing profitability.

 

CFO ADVISORY

  • The full offerring

  • Bring the practice advisory experience, accounting & financial assistance, and tax expertise to your practice - without the full-time expense of a highly qualified business partner.

  • Practice operational review

  • Valuation assistance

  • With all of our CFO Advisory clients - our #1 priority is the owner(s) of the

PRACTICE ADVISORY & MANAGEMENT

  • Entity selection assistance

  • Structuring

  • New practice considerations

  • Relationships with bankers, attorneys, and insurance agents to help with startup needs

  • Cash flow modeling

  • Loan negotiation assistance

  • Lease vs. buy analysis

NEW PRACTICE FORMATION

  • Test

ACCOUNTING

  • Outsourced accounting assistance

  • QuickBooks assistance

  • Financial planning & budgeting

  • Preparation of internal financial statements

  • Retirement planning

  • Profitability & expenditure review

  • Internal controls implementation 

FINANCIAL

  • Test

TAX

  • Tax planning strategies

  • Tax preparation for medical practice office, doctors, and other medical professionals

  • All federal, state, and local tax filings

  • New partner tax considerations

  • Multiple office locations and multi-state tax filings

Address

60 West Street, #1621, Annapolis, MD

Contact

Phone: 410-353-7860

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