Accounting, controller and CFO services for medical practices

For physician owners who want the business side as clear as the clinical side.

What you're dealing with, and what changes

Medical practices carry payroll, rent and supplies every week while insurers pay on their own schedule. We give physician owners clean monthly books, a cash forecast built around reimbursement timing, profit by provider and location, and a tax plan built for high earners.

  1. What you're dealing with

    Insurance reimbursements lagging behind payroll

    What changes with us

    A 13-week cash forecast built around reimbursement timing

  2. What you're dealing with

    Claims stuck or denied, and no one tracking them in dollars

    What changes with us

    Monthly receivables by payer and age, using your billing team's reports, so you see what's owed and how old it is

  3. What you're dealing with

    Partners unsure who contributes what

    What changes with us

    Profit by provider and location, with compensation tested against it

  4. What you're dealing with

    Hiring, expansion and equipment decided without a model

    What changes with us

    Hiring, expansion and financing modeled before you commit

  5. What you're dealing with

    Physician income taxed at the top rates with no plan

    What changes with us

    Entity, owner pay and retirement strategy built for high earners

Talk through your numbers

A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.

Medical practices, including:

  • Primary care and family medicine
  • Specialty practices
  • Multi-physician group practices
  • Concierge and direct primary care
  • Behavioral and mental health practices
  • Physicians starting or buying a practice

Straightforward, fixed pricing.

Essentials

$1,000/month

$250k–$1M revenue, one entity, simple payroll

  • Monthly close and bank reconciliations
  • Profit & loss and balance sheet every month
  • One-page monthly Clarity Note: what changed and what to watch
  • Quarterly call with your CPA
  • 1099 preparation and tax-ready books
Schedule a consultation
Most chosen

Controller

$2,500/month

$1M–$3M revenue, multiple revenue streams, staff and contractors

  • Everything in Essentials
  • Books closed by the 10th with written analysis
  • 13-week rolling cash forecast
  • Budget vs actual reporting
  • AP/AR, payroll and sales tax oversight
  • Monthly call with your CPA
Schedule a consultation

CFO Partner

$4,500+/month

$3M–$10M revenue, lenders or investors, multiple entities

  • Everything in Controller
  • KPI dashboard and scenario models
  • Lender, investor and board reporting
  • Quarterly tax planning included
  • Pricing, hiring, financing and exit decisions
  • Priority same-day response
Schedule a consultation
Full pricing

Contact the firm

Start with a free 30-minute conversation.

Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.

Email
[email protected]
Phone
(347) 509-4952
First call
Free, 30 minutes
Clients
Across the United States, served virtually