CPA for Medical & Healthcare Practices—Tax, Accounting & Practice Growth
An independent healthcare practice carries every financial complication of a small business plus several that belong only to you: reimbursement that arrives on a schedule the payer sets rather than one you set, equipment expensive enough that the depreciation decision is a real decision, and compensation that has to work for owners and associates at the same time. We work with practices across specialties — optometry, audiology, specialty physician practices, aesthetics and med spa, nutrition, and home care — from solo owners to multi-provider groups. You focus on patients; we make sure the practice runs on numbers you can actually see.
We help healthcare practices improve financial visibility, manage reimbursement-driven cash flow, and make informed decisions about staffing, equipment, compensation, and growth.
Who we serve
- Solo & Independent Practitioners: Optometrists, audiologists, physicians and allied health providers running their own practice
- Multi-Provider & Specialty Groups: Provider compensation models, buy-in and buy-out structuring, and reporting consolidated across providers or locations
- Aesthetic, Wellness & Cash-Pay Practices: Med spa, nutrition and wellness businesses mixing service revenue with retail product sales
- Home Care & In-Home Providers: Caregiver payroll, mileage, and the employee-versus-contractor question that follows in-home work
How we help
- Provider Compensation Tracking: Organize salary, production, bonus and owner-distribution information so compensation decisions use consistent numbers
- Reimbursement & Patient Receivables: Track insurance payments, patient balances, adjustments and collection trends to improve revenue-cycle visibility
- Profitability by Provider, Location or Service Line: Separate revenue and direct costs at the level needed to evaluate performance beyond a single practice-wide total
- Payroll & Benefits Support: Support provider and staff payroll, employer filings, benefit costs and the documentation behind compensation changes
- Equipment Purchases & Financing Decisions: Evaluate cash flow, financing and tax considerations before major clinical or office equipment commitments
- Reimbursement-Driven Cash Flow Planning: Forecast payroll, overhead, debt payments and owner needs when collections lag the work already performed
- Entity Structure & Owner Distributions: Review entity and compensation choices alongside reasonable compensation, ownership changes and distribution planning
- Compliance-Focused Documentation & Controls: Build repeatable approval, reconciliation and recordkeeping processes around sensitive financial workflows
- Acquisition, Expansion & Succession Planning: Organize financial information for a purchase, new location, provider transition, buy-in, buy-out or eventual succession
- Overhead, Staffing & Collections Benchmarking: Monitor the ratios and trends that connect staffing, overhead and collection performance to practice profitability
We provide industry-focused accounting, tax, and advisory services designed to help business owners understand their numbers, improve cash flow, reduce surprises, and make confident growth decisions.
Request a consultation to discuss your practice.