Accounting, Tax & CFO Support for Physician-Owned Medical Practices
You've built a practice that transforms lives. Now get clear visibility into where the money is going, how to keep more of it, and how to grow with confidence.
As Seen In
Your Practice Is Making Money. But You Cannot See Where It Is Going.
You built a successful medical practice to care for patients, not to spend your time chasing financial clarity, interpreting reports, and making high-stakes business decisions without the right support.
Revenue is growing, but it is not clear which providers or service lines are actually driving profit.
You added a provider or service, but you cannot tell whether it is helping or quietly diluting margins.
Operating costs keep climbing, but it is hard to tell where to cut without risking patient care or staff.
Your accountant files your taxes but does not help you plan around them.
You are weighing real decisions — a new hire, a second location, a major equipment purchase — without a financial model behind them.
The practice depends more on you than it should, and no one is helping you build the financial structure to change that.
What Changes When You Have the Right Financial Partner.
Your old CPA keeps you compliant and reports the past. Here is what you are missing.
What We Do for Your Practice
Fractional CFO Services
See profitability by provider and service line, model growth decisions before you make them, know exactly where every dollar goes and run your practice with numbers you can trust.
Tax Planning & Preparation
Year-round tax strategy built around entity structure, owner compensation, and practice growth, not a once-a-year filing.
Bookkeeping & Payroll
Clean, current books and timely payroll so your numbers are always decision-ready, not a quarter-end scramble.
Monthly Financial Reporting
Monthly reporting by provider and service line that shows what happened, why it happened, and what to do next.
How It Works
A simple 3 step path to stronger financial control and more profitable growth.
Book A Free Consultation
We get to know your practice, assess your current financial setup, and identify where cash flow, margins, or tax strategy may be limiting growth.
Get a Custom Plan
We create a tailored mix of accounting, tax, and fractional CFO support aligned with your goals, challenges, and growth stage.
Grow With Better Numbers
With monthly insight, proactive tax planning, and strategic financial guidance, you can grow with more clarity, confidence, and control.
We Work With Physician-Owned Practices Like Yours
Dermatology
- Hard to see which side of the practice (medical vs. cosmetic) is actually more profitable
- Skincare product revenue looks good on top line but margin is unclear
- Provider productivity varies widely but reporting does not break it down
Plastic Surgery
- Cosmetic revenue is strong but cash flow is inconsistent due to surgical scheduling cycles
- Cannot tell whether adding a new procedure or device will actually pay for itself
- Owner comp and tax strategy are not optimized around the practice's revenue mix
Medical Aesthetics
- Treatment-level profitability is a black box: Botox, fillers, laser, body contouring all blended together
- Provider compensation is hard to structure when revenue per provider varies significantly
- Growing fast but unsure whether the numbers support a second location or additional injector
Ophthalmology
- Medical eye care, refractive surgery, and optical dispensary revenue all hit one P&L with no visibility by line
- Equipment investments (lasers, surgical technology) are major capital decisions without clear ROI modeling
- Reimbursement pressure on the medical side is squeezing margins but it is hard to quantify how much
Fertility
- High-cost procedures and lab operations make cash flow planning complex
- Revenue per cycle varies significantly by treatment type but reporting does not reflect that
- Growth decisions (adding a clinic, hiring an RE) require financial modeling most CPAs cannot provide
Other Specialties
- If your practice has multiple providers, complex revenue, and financial decisions your current accountant cannot support, we are likely a fit
- We also work with OB/GYN, orthopedics, integrative medicine, and other physician-owned practices
Not sure if we are the right fit? Book a free consultation and we will tell you honestly.
Questions Medical Practices Ask Before Working With Us
Your practice deserves financial clarity. Let's start.
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Request a Free Consultation
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