You take care of patients. We'll take care of the numbers.
Insurance payments arrive late and in pieces, payroll is your largest cost, and every owner wants to know how the money gets divided. We give small practices clean books, clear reporting, and year-round tax planning, so the business side stops competing with patient care.
Sound familiar?
Running a practice means running a business, usually without anyone whose full-time job is the finances.
- Deposits from a dozen payers that never quite match what billing says was collected.
- Claims paid 60 or 90 days after the visit, while payroll goes out every two weeks.
- A monthly report that shows what you spent, but not which services, providers, or locations are profitable.
- Owners asking how distributions were calculated, and no one with a clear, consistent answer.
- A major equipment purchase on the horizon, with no plan for timing or financing.
- A tax bill that still comes as a surprise, even in a strong year.
The practice package
Senior finance support sized for a small practice. Take all of it, or just the pieces you need.
Practice bookkeeping
Books closed every month, with payer deposits tied back to billing reports and payroll and provider pay recorded correctly.
Reporting you can use
A monthly dashboard with collections, days in accounts receivable, overhead, and results by provider and location.
Tax and owner planning
Practice and owner returns, quarterly estimates, a review of your entity structure, and retirement plan options built for higher earners.
Growth and transitions
Budgets for a new provider or location, the numbers behind partner buy-ins and buy-outs, and support when you acquire or sell a practice.
The numbers we watch for every practice
A clean P&L is the start. These are the measures that show how the practice is really doing.
- Collections compared to charges
- Days in accounts receivable
- Denial and write-off trends
- Overhead as a share of collections
- Staff cost per provider
- Margin by provider, service, and location
- Payer mix and how it's shifting
- Cash on hand, measured in weeks of expenses
Health care is a specified service business for tax purposes, which limits some deductions at higher incomes, and many states, including California, require medical practices to operate as professional corporations. Both shape the right plan for you. This is general information, not advice for your specific situation.
We'd reconcile every payer deposit to the billing report each month. When collections come up short, this is usually where the missing money is hiding.
And we'd watch days in accounts receivable as closely as the schedule. A slow drift upward is often the first sign of a billing problem, months before it shows up in cash.
How it works
No long onboarding and no surprises.
Free 30-minute call
We learn how your practice runs: your providers, your billing setup, and what's keeping you up at night.
A quick review
We look at recent financials, billing reports, and last year's returns to see where things stand.
A written plan and quote
You get clear recommendations and a fixed price before any work begins.
We take it from there
Monthly close, reporting, and tax planning, with regular check-ins with the owners.
Questions practices ask
Do you handle medical billing?
No. We work alongside your billing company or in-house billing team, making sure what they report matches what actually reaches your bank, and turning it into reporting you can use.
How do you protect patient information?
We keep patient details out of your books wherever possible, and when our work does involve patient information, we're glad to sign a business associate agreement.
What kinds of practices is this for?
Physician groups, dental offices, physical therapy, chiropractic, behavioral health, and other small practices, anywhere in the country. We work fully remote through a secure client portal.
Can you help us decide how to divide income among owners?
Yes. We model the options, from equal splits to productivity-based formulas, and show every owner the math. The final decision is yours, and your attorney documents it.
What does it cost?
It depends on your size and what you need, so we quote a flat monthly price after a free call. You'll know the full cost before we start, with no hourly billing.
Spend less time on the books and more time with patients.
Book a free 30-minute call. You'll get an honest take on your practice's finances, even if the answer is that you're already in good shape.
Book a Free Call