Accounting, tax strategy, payroll, HR, and fractional CFO leadership in one caring team of CPAs. Built for therapy, medical, dental, med spa, and veterinary practice owners.
Most owners we meet are gifted clinicians and reluctant bookkeepers. The spreadsheets pile up, payroll deadlines sneak in, and tax season arrives like a storm you saw coming but could not stop.
You did not train for years to spend your evenings chasing receipts or wondering whether your entity structure is quietly costing you money.
That is the gap we close. We lift the entire financial back office off your plate, so your energy goes where it belongs, with your clients and your team.
Clean, current books and monthly financials tuned to your specialty, so you always know where you stand.
→02Entity and S-corp optimization, reasonable compensation studies, and planning all year long.
→03Cash flow forecasting, KPI dashboards, and provider comp modeling, guided by a real advisor.
→04Provider and staff payroll, 1099s, and defensible clinician classification, handled for you.
→05Overhead, collections, and profitability measured against your specialty peers.
→06Buy-ins, buy-outs, partner admissions, and practice sale readiness, modeled and guided.
→Solo and group psychiatry, psychology, and counseling.
Clinics balancing insurance, cash pay, and cash flow.
Managing authorizations and multi-payer billing.
SLP and teletherapy with contract and private pay.
RBT payroll, credentialing, and multi-site growth.
Consolidating the back office across entities.
Payer reconciliation, denials, and provider productivity.
Production versus collections, and overhead against benchmarks.
Injectable COGS, memberships, and retail sales tax.
Pharmacy margin and production-based compensation.
ISA revenue, LEA reconciliation, and CDE readiness.
| What you get | DIY / bookkeeper | Traditional CPA | Practice PartnerThe MSO |
|---|---|---|---|
| Clean books every month | Often behind | Not their focus | ✓ Reconciled & reviewed |
| Proactive tax strategy all year | ✗ | April only | ✓ Every quarter |
| Payroll, 1099s & classification | Ad hoc | ✗ | ✓ End to end |
| Fractional CFO & KPI dashboards | ✗ | ✗ | ✓ Included |
| Multi-entity & multi-site consolidation | ✗ | Limited | ✓ Built in |
| One accountable partner who knows you | Just you | Sometimes | ✓ Always |
Most management services organizations charge for your back office by taking ownership or a share of every dollar you collect. One costs you control. The other costs you more each year you succeed.
A DSO or private-equity group provides the back office in exchange for a stake. You get infrastructure. You also get a board, a budget you no longer set, and an exit on their timeline.
A fee set as a share of collections does not stay flat. Running your back office is not twice the work when revenue doubles, but the fee is. Every good year costs you more.
A flat monthly fee for a defined scope. No equity, no share of collections, no right of first refusal if you sell. Grow the practice and the upside stays with you.
The arithmetic, using round numbers: at a six percent management fee, a practice collecting $1.2 million pays $72,000 a year. Grow it to $3 million and the same back office costs $180,000 — an extra $108,000 for work that has not tripled in volume. Under a flat fee, that difference stays in your practice.
Move the sliders. A share of collections grows every time you do; a flat fee does not. This is the whole argument in one number.
Illustration only. Flat-fee tiers shown are starting points — your actual fee is set after we scope the work, and the percentage shown is whatever you enter. Nothing here is an offer or a quote.
A free, friendly deep dive into your books, entity, comp, and pain points.
We clean up the books, set your chart of accounts, and stand up the compliance calendar.
Monthly financials, payroll, and tax filings delivered like clockwork.
Quarterly strategy, benchmarking, and proactive planning for what is next.
Most firms describe the service. This is the package itself — the reporting a practice owner receives every month, and the reason the number at the bottom stops being a surprise.
Illustrative example built to show format and content. Figures are not those of any client.
We work inside the systems you already run — your practice management, EHR, payroll and banking stack. No rip-and-replace.
Product names and logos are the property of their respective owners. Listing indicates systems we work in, not partnership or endorsement.
The most common question we get is where billing ends and accounting begins. Here is the honest line.
If you do not have a biller yet, we will help you scope one. We do not take a share of your collections for the introduction.
We have worked inside the model we argue against.
Our founder, Ronak Bhatt, CPA, MBA, began his career as financial controller for a private-equity healthcare portfolio, then spent years in audit and tax at national firms before overseeing the general ledgers behind roughly $500 million in revenue across about 100 partnerships. The infrastructure we bring is infrastructure we have run.
Every engagement is staffed with a dedicated pod: a client advisor, a senior accountant, and a tax specialist who know your practice by name.
Book a free, no pressure practice assessment. We will look at your books, entity, and tax posture together, and you will speak with a CPA, never a call center.