Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do.

 Because healing patients is your calling—keeping your practice financially healthy is ours. 

Running a medical or dental office isn’t the same as running a regular business. Your revenue is tied to insurance reimbursements, patient payments, and strict compliance rules—all while you manage high staff costs, malpractice insurance, and specialized equipment.

Unlike a typical business where payments are immediate, healthcare revenue is delayed and adjusted through insurance contracts. Without specialized financial systems, this creates cash flow stress and reporting headaches.

That’s why medical practices need specialized accounting support that understands both healthcare and finance.

• Delayed & Partial Payments – Insurance reimbursements can take weeks and often come with denials or reductions.
   
• Complex Compliance – HIPAA, CMS, CPT/ICD coding, and state-level oversight mean your books must be audit-proof.
   
• High Overhead Costs – Payroll, malpractice insurance, lab fees, and equipment depreciation weigh heavily on margins.
   
• Physician Compensation – Doctors are often paid via salary, bonuses, or RVU-based productivity, making payroll more complex.

We combine bookkeeping accuracy with CFO-level strategy, giving your practice financial clarity and control.

• Build budgets and forecasts tailored to your practice.
   
• Analyze revenue streams (payer mix, denial rates, per-patient profitability).
   
• Advise on expansion, equipment financing, or adding new providers.
   
• Translate your numbers into clear strategies for growth.
   

• Handle payroll for staff, nurses, and associates.
   
• Manage physician compensation models (salary, profit-sharing, RVU-based pay).
   
• Ensure compliance with wage laws, overtime, and benefits.
   

• Proactive planning to reduce your tax liability.
   
• Specialized knowledge of medical business deductions and retirement plans.
   
• Accurate and timely IRS filings, including corporate and individual returns.
   
• Support during audits or IRS correspondence.
   

• Track insurance receivables, write-offs, and contractual adjustments.
   
• Reconcile patient payments, copays, and insurer reimbursements.
   
• Maintain compliance with HIPAA and GAAP standards.
   
• Produce clean books for lenders, partners, and regulators.

• Cash Flow Confidence – Always know where money is and what’s coming in.
   
• Audit-Ready Compliance – Books that stand up to insurance, legal, or IRS reviews.
   
• Tax Savings – Strategic planning to minimize your liabilities.
   
• Less Stress, More Time – Focus on patients, not paperwork.
   
• Strategic Growth – With a fractional CFO, you get executive-level insight without the full-time cost.

• Physician Practices & Clinics – From solo doctors to multi-specialty groups.
   
• Dentists & Orthodontists – Managing equipment-heavy operations and lab costs.
   
• Veterinary Practices – Balancing self-pay, insurance claims, and specialty care costs.

When you work with us, you don’t just get a bookkeeper. You gain a fractional CFO, tax strategist, payroll manager, and compliance expert—all in one.

Schedule your consultation today and discover how we keep your practice’s finances as healthy as your patients.