Private Practices & SMBs
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Private Practices & SMBs *
The Financial Pulse of Your Practice & Business
For healthcare practices and SMBs, time is the most valuable asset. Managing a practice or a growing company is a full-time job; managing the books shouldn't be. We provide a specialized financial ecosystem that integrates bookkeeping, tax, and advisory into one seamless platform. We ensure your practice remains compliant, your cash flow stays healthy, and your tax liability is minimized, so you can focus on what matters most: your patients and your growth.
We are more than just an accounting firm—we are your outsourced Finance Department. Our platform is built to handle the unique nuances of healthcare private practices (from solo practitioners to multi-provider clinics) and service-based SMBs.
By combining industry-specific expertise with real-time financial technology, we provide a 360-degree view of your business health. Whether it’s navigating complex medical billing reconciliations, managing multi-state payroll, or implementing high-level tax saving strategies, we provide the stability and insight needed to scale with confidence.
Specialized Accounting, Tax Strategy, and CFO-Level Advisory for Healthcare Practices and Growing SMBs.
Key Features
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Key Features *
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Practice Management Integration: We sync with your medical billing and EHR systems to ensure your revenue cycle and bank deposits match perfectly.
Accrual & Cash Basis Reporting: Professional financial statements (P&L, Balance Sheet) tailored to your specific industry benchmarks.
Class Tracking: Track profitability by location, provider, or department to see exactly where your revenue is coming from.
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Entity Optimization: Specialized guidance on S-Corp, C-Corp, or Partnership structures to maximize QBI deductions and minimize self-employment taxes.
HIPAA-Compliant Document Handling: Your financial data and any patient-related billing info are handled with the highest standards of security and privacy.
R&D Tax Credits & Incentives: We identify specialized credits for healthcare innovation and small business expansion.
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Cash Flow Forecasting: Predict future lean months or expansion opportunities with data-driven modeling.
Payroll & Benefits Integration: Seamlessly manage payroll, 401(k) contributions, and health insurance deductions for your entire team.
Benchmarking Analysis: See how your practice’s overhead, labor costs, and profit margins compare to industry averages.
Got Questions? We Have Answers…
Our Services
Business Formation.
Establishing the right business entity is a critical step for healthcare travelers, independent practitioners, and private practices to protect personal assets, optimize tax benefits, and ensure regulatory compliance. We partner with FILEJET to make entity formations and maintenance fast, easy and affordable for our clients.
Accounting & Bookkeeping.
Managing finances on the go can be challenging for healthcare travelers, independent practitioners, and private practices. Our Cloud-based Automated Bookkeeping service offers a seamless, efficient solution designed to keep your financial records accurate, and accessible anytime, anywhere.
“S-Corp In A Box”.
Our Turnkey Tax-Saving Machine for High-Earning single member LLCs or medical practices.
If you are a single-member LLC or practice earning over $60,000–$80,000 in annual profit, you are likely overpaying in self-employment taxes by thousands of dollars every year. S-Corp in-a-Box™ is our all-in-one solution that transitions you into a sophisticated corporate structure, handles the complex administrative burden, and maximizes your take-home pay. We handle the paperwork; you enjoy the savings.
The S-Corp election is the single most effective tax strategy for independent professionals, yet many avoid it because of the "compliance headache."
S-Corp in-a-Box™ removes the friction. We take care of everything from the initial IRS election and payroll setup to ongoing bookkeeping and year-end corporate tax filings. We don’t just set it up and leave you to figure it out—we manage the entire lifecycle of your S-Corp, ensuring you stay compliant with IRS "reasonable salary" requirements while optimizing your distributions for maximum tax efficiency.
Reasonable Compensation.
Single-member LLCs and solo practices that elect S-Corp status face unique challenges in determining reasonable compensation due to IRS scrutiny and healthcare regulatory requirements. Our Reasonable Compensation Advisory services provide specialized guidance to help S-Corp electing practices establish compliant, well-documented compensation structures that balance tax efficiency with regulatory compliance
Entity Formation Advisory.
If an S-Corp is not ideal for your situation, our Entity Formation advisors provide expert guidance to help entrepreneurs and business owners select and establish the optimal legal structure for their new or evolving ventures. We analyze your business goals, operational needs, and tax considerations to recommend the most advantageous entity type—whether it be a sole proprietorship, partnership, LLC, corporation, or other structures.
Business Checking.
We partner with BLUEVINE to provide our clients with a business checking account that integrates via direct feeds to your accounting & bookkeeping. Bluevine’s business banking comes with all financial tools in one place to help you manage your business on the go – never step foot in a bank again!
Tax Compliance & Filing.
Navigating tax obligations can be complex for healthcare travelers, independent practitioners, and private practices due to variable incomes, multi-state work locations, and industry-specific deductions. Our Tax services provide comprehensive, accurate, and timely tax solutions tailored to the unique financial circumstances of healthcare professionals.
Complete Payroll Solution.
We partner with GUSTO to provide you with a complete payroll solution for small businesses and the self-employed – A centralized hub to manage your employees and 1099 contractors.
Our Payroll Preparation & Benefits services provide accurate, compliant, and efficient payroll processing combined with tailored benefits solutions to support your team and streamline your operations.
Business Planning & Budgeting.
Navigating the complexities of securing SBA financing requires a clear, comprehensive, and compliant business plan—especially for healthcare practitioners and private practices. Our SBA-Compliant Business Plans are expertly crafted to meet the stringent requirements of the Small Business Administration, helping you access critical funding to start, grow, or expand your healthcare practice.
Business Valuation.
Our Business Valuation & Appraisals service provides precise, reliable valuations to support a wide range of business needs, including buying/selling a practice, merging practices, admitting a new partner, partnership dissolution, financing, tax planning, divorse proceedings, and succession planning. We specialize in SBA-compliant valuations, ensuring your business appraisal meets the stringent requirements set by the Small Business Administration for loan approvals and other SBA-related transactions.
Outsourced CFO.
Our Outsourced CFO Services provide businesses with expert financial leadership without the full-time cost. Designed for startups, growing companies, and organizations seeking strategic financial guidance, our seasoned CFOs offer comprehensive financial management tailored to your unique needs..
Exit Planning.
Our Succession & Exit Planning services help business owners strategically prepare for a smooth transition of leadership or ownership, ensuring the long-term success and legacy of their company. We work closely with you to develop customized plans that align with your personal goals, business objectives, and financial needs.
Business Continuity.
Our Business Continuity & Recovery services are designed specifically for healthcare travelers, independent practitioners, and private practices to ensure your practice remains operational and compliant—even in the face of unexpected disruptions.
We partner with iDrive to provide our clients with a business continuity solution to help you recover data and maintain operations in the event of a disaster.
