CLINICAL PRACTICES

Guidance on entity selection, licensing considerations, capitalization, and financial setup to help healthcare and clinical practices launch on a solid, compliant foundation. 

Proactive tax strategies and ongoing compliance support tailored to clinics, focused on minimizing risk while maximizing after-tax profitability. 

Ongoing accounting, cash flow management, and performance analysis designed to improve margins, control costs, and support sustainable practice growth. 

Advisory services for expansion, adding providers or locations, succession planning, practice sales, and risk mitigation to protect long-term value. 

Preparation and filing of business and owner-level tax returns with a focus on accuracy, consistency with year-round records, and audit-ready documentation. 

Ongoing bookkeeping (operational accounting), payroll coordination, financial reporting, and fractional CFO support to provide practice owners with accurate data, cash flow clarity, and strategic financial insight throughout the year.