Physical · Occupational · Speech Therapy

You move patients forward. We move your practice forward.

Strategic accounting, tax, and advisory for physical, occupational, and speech therapy practices — outpatient, in-home, pediatric, school-contracted, and hybrid cash-pay. PT, OT, and SLP all served on the same Practice Suite.

Book a 30-Min Practice Assessment → See the MSO Platform

The fee-for-service MSO partnership for therapy practices owners. Operating leverage of a healthcare MSO platform — financial infrastructure, tax strategy, KPI dashboards, vendor network, advisory presence — without taking equity. No DSO. No consolidation. The practice stays yours.

Therapy Practices owner — MSO partnership with Practice Partner CPAs

The Third Option

Your partner in therapy practice success.

Built for

Physical · Occupational · Speech Therapy

Typical Practice Revenue

$300K – $10M+

Typical Annual Tax Savings

$25K – $120K+

Live in

30 Days · From $795/mo

Why Owners Choose the Third Way

What every therapy practices owner is really choosing between.

Most therapy practices owners are stuck between a generalist CPA who doesn't really know the specialty and a PE-backed buyer who wants the equity. Here's the same comparison side‑by‑side — with your specialty in mind.

	Option 1 Generalist CPA	Option 2 PE-Backed DSO / MSO	Option 3 · The Third Way Practice Partner CPAs
Takes equity in your therapy practice	No	Yes · 60–80%	No · 0%
Knows your specialty KPIs	×	✓	✓
Monthly close + benchmarks	×	✓	✓
Year-round tax strategy	×	~	✓
You stay the decision-maker	Yes	No	Yes
Investment	Hourly	60–80% equity	From $795/mo

What It Feels Like

The shift when you finally have someone in your corner.

Most therapy practices owners aren't looking for another report — they're looking for someone they can think out loud with. A CPA + MBA who already understands the practice, sees the numbers monthly, and can be a sounding board for every decision that matters. Here's what changes when you stop running your back office alone.

Right now

Carrying the back office home in your head every night

With Practice Partner

Going home with the day done — for real

Right now

Looking at books and seeing visit counts you can't explain

With Practice Partner

Opening a dashboard that tells you what's working — and why

Right now

Hesitating to hire the next clinician because the math is fuzzy

With Practice Partner

Hiring with confidence because the math is already done

Right now

Treating multi-state expansion as a problem to avoid

With Practice Partner

Treating it as a strategy to pursue

Right now

Reading about a tax strategy in March and wondering if it's too late

With Practice Partner

Hearing about it in October — when there's still time to act

Right now

Feeling alone with every consequential decision

With Practice Partner

Knowing exactly who to call

You shouldn't have to be the clinician, the operator, the negotiator, the tax strategist, and the CFO. Be the leader. We'll handle the rest.

How We Show Up for You

You run the practice. We run the financial side — together.

You shouldn't have to be the clinician, the CFO, the tax strategist, and the operator all at once. The same Principal-level CPA — Ronak Bhatt, CPA, MBA — handles the technical work so you can focus on patients, your team, and the decisions only you can make. Here's what that partnership looks like across three areas.

Tax — Planned, Not Just Filed

You'll never feel a March surprise again.

Most therapy practices owners learn their tax bill the same week it's due. We turn that on its head — by October, you know your number, you know your plan, and you've already made the moves that lower it. The technical work happens quietly in the background; what you experience is clarity and control.

The kinds of strategies we routinely run for therapy practices owners — and what they typically save:

$8K–$15K/yr

S-Corp Reasonable Compensation

Practitioner-owners often pay themselves wrong. A defensible analysis recovers thousands in payroll tax annually.

$3K–$8K/yr

CA PTE Election

Recovers the federal benefit of state income tax that the SALT cap took away. Available in 30+ states with similar mechanics.

$8K–$30K

Equipment & Build-Out Depreciation

Section 179 + bonus depreciation on rehab equipment, exam rooms, and clinic buildouts — accelerated into year one.

$15K–$80K/yr

Solo 401(k) / Cash Balance Plan

Owner-operator therapy practices often miss substantial retirement tax shelter beyond standard contributions.

You don't have to chase the strategy. We bring it to you — and tell you exactly what it means for your bottom line.

Numbers — Closed Monthly, Translated for You

Open one dashboard and know exactly how the practice is doing.

You stop guessing. You stop waiting for a CPA to "get back to you." Your books close by the 10th of every month, and we translate the numbers into the few metrics that actually matter for therapy practices owners — so when you make a hiring, pricing, or expansion call, the math is already done.

What you'll see in your monthly Practice Health Dashboard:

Visits / Clinician

PT, OT, SLP benchmarks

Days in AR

Collections velocity by payer

Denial Rate

First-pass vs. final

Labor Cost %

Includes productivity bonuses

See what's included at each Suite tier →

Advisory — Someone to Think Out Loud With

A CPA + MBA in your corner for every decision that matters.

PT/OT/SLP productivity benchmarking, hiring decision support, multi-state expansion modeling, school contract pricing, and quarterly strategy.

Every business leader needs someone to bounce ideas off — somebody who knows the numbers, knows the industry, and is in the conversation before the decision gets made. Hiring an associate. Adding a location. Buying the building. Bringing on a partner. Selling to a DSO or a group. You don't have to figure those out alone, and you don't have to wait until tax season to talk about them.

Benchmarks that actually fit you — your numbers compared against therapy practices owners in your exact specialty, not "small business" averages
A network you can borrow — vetted attorneys, bankers, retirement plan administrators, M&A advisors who already know healthcare
Regulatory clarity — CMS rules, state filing changes, reimbursement updates translated into financial impact before they hit your practice
A real sounding board — a CPA + MBA in the room when you're making the call, not just reading about it after

What Working Together Looks Like

From signed contract to live partnership in 30 days.

No drawn-out "implementation." No team being trained on your dime. A direct, principal-led onboarding that puts the financial infrastructure of your therapy practice into place fast — and starts producing wins before you've stopped thinking about whether this was the right move.

Days 1–15

Onboarding & Migration

Books migrated · chart of accounts rebuilt for therapy practices
Payroll, EHR, and tech stack connected
Prior-year tax position assessed · gaps surfaced

Days 16–30

Dashboard Live & First Close

Practice Health Dashboard live with your specialty KPIs
First monthly close completed and walked through with you
Tax planning kickoff · year-end strategies identified

Days 31–60

Monthly Cadence in Motion

Books closed by the 10th every month
First major tax move executed · PTE/S-corp/depreciation
Strategy questions you'd been carrying alone get answered

Day 90+

Compounding the Wins

Quarterly strategy call · benchmarks reviewed
Vendor introductions matched to what you actually need
The partnership becomes the operating rhythm of the practice

Ronak rebuilt our back office in 90 days, set our PTE election, restructured comp, and built a dashboard our practice manager opens every Monday. First-year savings covered three years of fees.

Dr. Maria Chen, PT, DPT

Pinnacle Therapy Group · CA · NV · AZ

Common Questions

What therapy practices owners ask first.

Do you serve PT, OT, and SLP equally?

Yes — and most clients run multi-discipline clinics. The Practice Suite tier matches your stage (revenue + clinician count), not the discipline mix. We have specific expertise in pediatric PT/OT/SLP and school-contracted providers.

Do you handle multi-state therapy practices?

Yes. Multi-state nexus analysis, new-state registration, cross-state payroll, and clinician licensing coordination — included from Growth tier onward. Currently serving practices operating in up to 18 states.

What about school contracts and pediatric mixes?

Common across our OT and SLP clients. We segment revenue by Medicaid, commercial, school contracts, workers' comp, and private pay — so you actually know which streams pay you and which barely break even.

Do you understand the KX modifier and Medicare therapy threshold?

Yes. We forecast threshold impact on collections, ensure clean documentation, and translate MIPS scores into financial impact projections for PT practices serving Medicare patients.

Can you integrate with our EHR?

Yes. WebPT, TheraNest, ClinicSource, Raintree, SimplePractice, Kareo — automated monthly data pull for visits, AR aging, and collections. Standard from Growth tier onward.

Can you handle teletherapy and multi-state SLP?

Yes. Teletherapy across state lines requires registration and payroll compliance in every state where clinicians treat. We handle the full setup and ongoing compliance.

Your partner in therapy practice success.

30-minute call directly with Ronak. Direct CPA access. 24-hour response.

Schedule a Consultation 925.320.0309