Give practice owners a clearer view of performance, compensation, distributions, and cash while keeping entity and owner tax matters coordinated.
This work is designed for established, owner-operated medical and dental practices with recurring business needs, often involving multiple owners, locations, related entities, financing requirements, or a need for stronger management reporting.
The relationship begins with the practice and its business entities. Within that business engagement, directly related owner matters may be included. Broader personal, trust, estate, or charitable tax needs are separately scoped through Private Client Services.
If accounting problems span the practice, related entities, and owner reporting, an Accounting Operations Assessment can help distinguish isolated fixes from the process changes that matter most.
Business Accounting & Tax connects the close, management reporting, Controller oversight, and year-round business-tax planning. The focused capabilities below remain available when the need is narrower or tied to a specific outside requirement.
Each engagement is scoped around the practice structure, existing accounting resources, systems, reporting requirements, ownership arrangements, financing needs, and upcoming decisions.
Defined accounting responsibilities, account reconciliations, close coordination, entity-level management reporting, budget-to-actual review, and reporting across related practice entities where appropriate.
Client Accounting ServicesEntity tax compliance, projections, estimated-tax coordination, and fact-specific analysis of compensation and business decisions. Directly related owner matters may be included in the business engagement; broader personal and family tax needs are separately scoped through Private Client Services.
Business TaxSchedules for management's review covering compensation, distributions, related entities, and agreed lender requirements. Buy-in or buyout information can be organized for management and its advisers, but we do not provide legal advice or issue a practice valuation.
Client Accounting ServicesOrganization of historical financial and tax information for a contemplated practice sale. The work is seller-side and is coordinated with the owner's legal, valuation, benefits, and transaction advisers.
Transaction AdvisoryRevenue, operating costs, and budget or prior-period variance by practice, location, entity, service, or provider where the available data supports the view.
Collections and receivables information supplied by billing providers viewed alongside payroll, debt service, operating cash, and near-term obligations.
Compensation, distributions, capital, and related-entity activity connected to practice results and available cash.
Tax estimates, entity filings, partner changes, lender requirements, and transition deliverables assigned to owners with due dates.
Additional locations and a separate real estate entity can disconnect compensation and distributions from the close. Coordinated entity reporting and tax schedules help owners prepare for a partner retirement or other ownership transition.
Connect practice and location results, owner activity, related entities, cash, tax information, and transition readiness in one recurring process.
Read the practice owner-reporting guideYes. We can work with the existing team and systems, use agreed operating information supplied by the practice and its providers, and add close management, reporting, tax coordination, or controller-level review without automatically replacing them.
No. We do not provide medical billing, coding, credentialing, payer contracting, clinical, or healthcare regulatory services. The accounting scope may use payroll and other operating information supplied by the practice and its service providers.
We can prepare relevant accounting and tax analysis and organize schedules for compensation, buy-ins or buyouts, lender requests, and seller-side readiness. Practice management and its legal, valuation, benefits, lending, and transaction advisers retain their respective decision-making roles. A separate CPA firm performs any required external financial-statement audit.
Share the ownership and location structure, where reporting is falling short, and any financing or transition ahead. We'll discuss how to make the financial process more useful to the owners.
Discuss Your Practice Reporting