Practice Bookkeeping & Reporting
Monthly close, KPI dashboards for production per provider, collection ratio, overhead percentage. You see what's actually happening.
Healthcare Industry
Built for Doctors, Dentists & Medical Practices
You went to medical school. Not tax school. Let's fix the side that's costing you.
Specialized CPAs and tax strategists for physicians, dentists, specialists, and group practices. We handle the books, the tax, and the entity strategy, so you can focus on patients.
- Practice owners save $18k to $90k+ a year in tax
- Books reconciled within 5 business days, every month
- PLLC, S-Corp & group entity structuring done right
30 minute call. No pressure. Real answers from a CPA or tax specialist who knows your industry.
Why teams choose us
45+
Years combined experience
300+
Healthcare clients served
$12M+
Tax saved for clients
A CPA or experienced specialist owns every engagement, not a junior with a checklist.
Fixed, transparent fees. No surprise invoices, ever.
Same day replies during business hours.
We get it
You're billing six or seven figures, but it doesn't feel like it.
You see patients all day, fight with insurance at night, and somewhere in between you're supposed to read a P&L. The CPA you have files your return in April and disappears. Nobody's actually planning. Nobody's looking at where the money is leaking.
We built our healthcare practice for exactly this. We speak CPT codes and EBITDA. We know what a PLLC distribution should look like, when an S-Corp election makes sense, and how to use cost segregation when you buy your building. You won't have to explain your business to us, we already know it.
Sound familiar?
If any of this is your reality, you're in the right place.
Most doctors, dentists & medical practices come to us after wrestling with at least three of these. We've already solved them, hundreds of times.
Surprise tax bills every April
You write a check you didn't see coming because nobody planned ahead. We end that this year.
Books a quarter behind
You can't make decisions on stale numbers. We close every month within 5 business days.
Wrong entity structure
Most practices we meet are leaving $20k+ on the table because their PLLC, LLC, or S-Corp setup isn't right for them.
Associates, payroll & 1099 chaos
W-2 vs 1099, retirement match, partner draws. One mistake triggers an IRS notice. We get it right the first time.
Insurance reimbursement leaks
Underbilled procedures, write-offs that should've been collected. We catch them in the books, not at year end.
Buying your building, growing rooms, hiring associates
Every growth move has tax implications. We model them before you sign, not after.
You don't have to figure this out alone. One call and you'll know exactly what's broken, what's fixable, and what it'll take to get your numbers working for you.
Book My Free CallWhat you actually get
A complete back office, tuned to doctors, dentists & medical practices.
No generic packages. Every engagement is built around how your business actually makes money, where it leaks, and how to keep more of it.
Tax Planning for Physicians
Multi-year plan. Entity structuring. Retirement and defined benefit plans. Real estate strategy. We aim for a 25 to 40 percent reduction in lifetime tax.
Tax Preparation & Filing
Personal, practice, and entity returns filed accurately and on time. No more April surprises, no more extension scrambles.
Payroll & Associate Compensation
W-2s, 1099s, partner draws, productivity-based pay. Fully compliant, on time, every cycle.
Practice Growth Advisory
Acquisitions, partner buy-ins, opening a second location, transitioning out. We sit at the table for the big decisions.
Audit Support & IRS Representation
Notice, audit, or back-tax issue? A senior CPA handles every conversation with the IRS so you don't have to.
What changes
Within 90 days, you'll feel the difference.
Clean books. A clear tax plan. A CPA or senior specialist who picks up the phone. Most importantly: time and energy back for the work you actually love.
Start the ConversationA written tax plan that saves real money this year, not just next
Monthly financials you actually understand, on the same day every month
An entity and comp structure built around your specific practice
A partner who returns calls the same day, during clinic hours
Confidence to hire, expand, or buy the building you've been eyeing
April becomes boring. The way it should be.
“In the first year alone they restructured my entity, set up a defined benefit plan, and saved me close to $60,000 in tax. I wish I'd called them five years sooner.”
Dr. Anjali R.
Owner, Multi-Provider Dental Practice
Questions, answered
What doctors, dentists & medical practices ask us first.
Do you work with solo practitioners or only group practices?+
Both. We have solo dentists, solo physicians, mid-size group practices, and large multi-location DSOs as clients. The playbook scales.
We already have a bookkeeper. Can you just do tax?+
Yes. We can be your tax and advisory partner while your in-house bookkeeper handles day-to-day. We'll review their work monthly and flag anything that affects tax.
What does this typically cost?+
Fixed monthly fees based on the size and complexity of your practice. You'll know the number before you sign anything. Most practices recover the entire annual fee from year-one tax savings.
Can you help if I'm behind on books or taxes?+
Yes, often within 30 to 60 days. Catch-up bookkeeping, late returns, and IRS resolution are core services for us.
Are you available outside Florida?+
Yes. We serve healthcare practices in all 50 states. Most of our work is remote with quarterly or annual on-site reviews if you want them.
Ready when you are
Let's keep more of what your practice earns.
One 30 minute call with a senior healthcare CPA. We'll look at last year's return, your current entity setup, and tell you exactly where the money is leaking. No commitment, no sales pitch.
- Speak directly with a CPA or senior specialist
- Walk away with at least one actionable insight
- Zero cost, zero obligation
Stop Losing Money to Bad Advice
Every month you wait is money the IRS keeps.
Most business owners overpay tax, run on stale numbers, and only call a CPA when something breaks. There's a better way, and it starts with one 30-minute call.
45+ years combined experience Reply within 1 business day Partner-led, every time