Medical Practice Accounting and Support

Optimize Your Medical Practice

Medical Practice Accounting

Discover the difference of partnering with our team of seasoned financial professionals.  Our experience allows us to offer practice management advice to suit the unique needs of your medical practice. We can assist with bookkeeping, compiling reports, and counsel on tax savings.

We are committed to building a valuable partnership with our clients by providing the accounting and bookkeeping services needed to keep their practice running smoothly. We take a holistic view of your practice and its business goals. We integrate our capabilities across accounting, tax, and advisory services to address financial operations review, practice management challenges, and fee and reimbursement structuring. In addition, we provide a wide range of private client services to manage your wealth and help you transition your business toward retirement.

Our support is designed to make recommendations to reduce overhead and maximize fees. As trusted consultants, we review fee schedules with payers, perform managed care contract reviews, examine internal controls, and perform assurance analysis to ensure provider payments comply with negotiated agreements.

Managing personal wealth is typically inextricably tied to managing your practice. We provide extensive services for you and your family as you manage your assets and the personal wealth you may have amassed as a medical professional.

• Business and investment management

• Financial planning and wealth preservation

• Insurance

• Practice valuations

• Succession planning

• Tax planning, preparation, and compliance

• Trusts and estates

Year-Round Accessibility with a Dedicated Accountant

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Don’t just hire an accountant. Hire a business adviser