Scott E. Fleming, CPA
Here's the truth: Your business isn't a "thing", it's a collaboration of like-minded humans taking care of others; where clinical operations, staffing, cash flow, patient volume, and tax strategy must all come together with operational and strategic coherence.
But you went to school to learn medicine, not to manage payroll, interpret financial statements, or intuit why the numbers don't match the effort. Yet here you are running a company, making decisions about equipment, staffing, expansion, and cash flow while trying to stay focused on the work that actually matters.
You can read medical charts and diagnose the issues. And you can look at your financial statements and know that something isn't right. But you can't locate what "it" is, precisely.
What we've noticed: Most owners we meet carry some version of this narrative: the business side of the practice operates at a lower level of clarity than the clinical side.
If your practice feels busy but the numbers don’t match the effort, it isn't because you're not skilled, it's because the business knowledge doesn't match the medical expertise.
And even though most practices have an accountant who processes transactions, files returns, and answers questions when asked, there's a difference between having your accounting handled and getting financial leadership that changes outcomes.
The first keeps you out of trouble. The second changes what's possible.
How our help "shows up": We work with clinical practices as strategic partners, not as seasonal vendors.
We don't wait for you to bring us questions; we're watching the numbers with you, identifying what matters and raising issues before they compound. That means you'll start to see problems before they become crises, understanding which services generate margin.
You'll invest capital with accurate numbers guiding the decision, not a gut sense that you hope turns out to be right. Most practices don't have this kind of help. Not because they chose against it, but because their accountant is looking in the rear-view mirror.
What you can expect:
Our philosophy is simple: financial clarity is the foundation for every good business decision.

Reporting is the baseline. Leadership is the difference.
Most practices don’t need more reports, they need financial direction. We provide it, so you’re not steering alone.

Profit is like food. Cash is like water.
Cash pressure usually shows up long before tax season. We make it visible early, so you can act with confidence.

Big moves require clarity before commitment.
Cash strain often shows up after expansion decisions, not before. We make it visible early, so you can plan with confidence.

Structure creates consequences.
Problems with entities and systems usually show up long after decisions are made. We make it visible early, so you get it right from the start.

Tax planning starts with early decisions.
For many practice owners, tax exposure doesn't show up until April 15th. We make it visible early, so you stay in control.

Returns should be uneventful.
Clarity comes from knowing what matters months before filing. We make it visible early, so filing stays straightforward.
We're happy to have a conversation—no pitch, no pressure. If there's a fit, we'll both know it. If not, you'll walk away with a clearer sense of what to look for.
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