What practice owners need
- Monthly books that separate insurance, patient and other revenue
- Tracking of accounts receivable and slow insurance payments
- Payroll for clinical and front-office staff
- Budgets for equipment, space and new providers
- Benchmarks such as revenue per provider and overhead percentage
Tax planning for practice owners
- Entity structure and reasonable owner compensation
- Equipment and build-out timing
- Retirement plans that let high earners save more
- Planning for partner buy-ins, buyouts and a future sale
Patient privacy
We work from your financial records, not patient charts. If your records include protected health information, we'll talk through what's needed, including a business associate agreement, before we start.