Frequently Asked
What healthcare practice owners want to know.
The questions we hear most often from medical, dental, therapy, mental health, and other healthcare practice owners considering a strategic CPA.
What is a healthcare-specialized CPA — and why does it matter?
A healthcare-specialized CPA understands the unique financial dynamics of running a clinical practice: insurance reimbursement, provider productivity, multi-state expansion, equipment depreciation, retirement plan design for high-income owners, and exit planning. Generalist CPAs treat your practice like any other small business. We treat it like the asset it actually is — with KPIs, benchmarks, and tax strategies built for healthcare, not for restaurants and contractors.
How much does a strategic CPA cost for a healthcare practice?
Our Practice Suite starts at $795/month for solo practitioners and scales to $3,000/month for multi-location groups. Practice CFO engagements (for $5M+ practices) are custom-scoped. Every tier includes a matching one-time onboarding fee, direct CPA access, and a 24-hour response standard. No hourly billing. No surprise invoices. Most owners save 3–5× our annual fee in tax strategy alone.
What types of healthcare practices do you serve?
Nine specialties: medical practices, dental practices, therapy practices (PT/OT/SLP), mental health practices, chiropractic practices, optometry & vision care, med spa & aesthetic practices, veterinary practices, and home health & hospice agencies. Each niche has its own page with specialty-specific KPIs, tax strategies, and FAQ.
Do you serve healthcare practices outside California?
Yes — we serve healthcare practice owners across all 50 states. We're based in Pleasanton, California, and most of our work happens via secure cloud accounting platforms, video calls, and our 24-hour response standard. Multi-state expansion, nexus analysis, cross-state payroll, and provider licensing are included in the Growth tier and above.
What's the difference between a generalist CPA and a strategic CPA?
A generalist (tax-preparer) CPA files your return in March and disappears until next March. A strategic CPA — the model we're built on — works with you year-round: monthly financial reporting with industry-specific KPIs, quarterly tax projections, proactive planning before decisions get made, and advisory support for hiring, expansion, and exit. The cost difference is meaningful. The outcome difference is exponential.
When should a healthcare practice owner hire a strategic CPA?
Most owners benefit immediately, but the highest ROI moments are: (1) launching or restructuring a practice, (2) crossing $500K in revenue (S-corp election typically pays for the engagement), (3) hiring your first associate, (4) opening a second location, (5) considering a sale or partner buy-in, or (6) feeling that your current CPA isn't responsive or strategic enough. Most clients reach out for reason #6 first.
How do you save healthcare practices money on taxes?
The biggest categories: defensible S-corp reasonable compensation ($8K–$20K/yr typical), defined benefit / cash balance retirement plans ($30K–$300K+/yr for high-income owners), Section 179 + bonus depreciation on equipment and buildouts ($15K–$200K+), California PTE (and 30+ other state PTE elections), and cost segregation studies on owner-occupied real estate. Combined annual savings commonly exceed 3–5× the Practice Suite fee.
What does "direct CPA access" actually mean?
You work directly with Ronak Bhatt, CPA, MBA — the Principal. No associate layer. No "let me check with the team." The CPA who knows your numbers is the CPA who answers your call. Standard response time is 24 hours; most clients hear back faster.
