Most healthcare practice owners save 3–5× the Practice Suite fee in the first year through tax strategy alone. The other 70% of the value? Time, clarity, and confidence in every decision you make about your practice.
Every healthcare practice owner is somewhere on a continuum — from the first solo clinic to an exit that funds the next chapter. Pick where you are, and we'll meet you there.
Every tier includes direct CPA access with Ronak, a 24-hour response standard, and flat-fee monthly billing. As your practice scales, the engagement scales with it.
Compliance and proactive planning. The starting point for owner-operators.
See What's IncludedMonthly visibility, quarterly strategy, multi-state readiness.
See What's IncludedLocation-level financials for multi-location practices.
See What's IncludedBoard-level financial leadership, exit readiness, and deal advisory — custom-scoped.
See What's Included| Foundation | Growth | Scale | CFO | |
|---|---|---|---|---|
| Annual tax returns (entity + personal) | ✓ | ✓ | ✓ | ✓ |
| Quarterly tax planning & estimates | ✓ | ✓ | ✓ | ✓ |
| S-corp reasonable comp analysis | ✓ | ✓ | ✓ | ✓ |
| California PTE election filing | ✓ | ✓ | ✓ | ✓ |
| Direct CPA access · 24-hr response | ✓ | ✓ | ✓ | ✓ |
| Monthly financial statements | — | ✓ | ✓ | ✓ |
| Practice Health Dashboard with KPIs | — | ✓ | ✓ | ✓ |
| Multi-state expansion advisory | — | ✓ | ✓ | ✓ |
| Quarterly strategy call | — | ✓ | ✓ | ✓ |
| Retirement plan strategy | — | ✓ | ✓ | ✓ |
| Location-level P&L | — | — | ✓ | ✓ |
| 13-week cash flow forecast | — | — | ✓ | ✓ |
| Pre-expansion financial modeling | — | — | ✓ | ✓ |
| Financing-ready financial statements | — | — | ✓ | ✓ |
| Monthly CFO-level review | — | — | — | ✓ |
| Exit readiness & QofE preparation | — | — | — | ✓ |
| LOI review & deal advisory | — | — | — | ✓ |
| Owner household tax integration | — | — | — | ✓ |
The fee is not the question. The question is what the engagement returns. Here's a typical first-year picture for owners at each tier.
Ranges reflect actual first-year results for healthcare practice owners across our nine specialties. Practice CFO engagements typically deliver $200K–$1M+ in combined annual tax savings and exit-prep value uplift — but they're scoped individually.
Solo to 2 clinicians · $0 – $1M annual revenue · $795/mo + $795 onboarding
Everything an owner-operated healthcare practice needs to stay current, plan ahead, and reach out without the bill running. Quarterly tax projections, S-corp compensation set defensibly, California PTE election captured, and a written tax plan you can act on — backed by direct CPA access whenever a question comes up.
2–5 clinicians · $1M – $2.5M annual revenue · $1,500/mo + $1,500 onboarding
Everything in Foundation, plus the monthly visibility and quarterly cadence that growing practices need to make hiring, pricing, and expansion decisions with real data behind them. A Practice Health Dashboard built around visit-based KPIs becomes the operating system you didn't know you were missing.
5–10 clinicians · Multi-location or multi-state · $2.5M – $5M revenue · $3,000/mo + $3,000 onboarding
Everything in Growth, plus the financial visibility, cash discipline, and modeling depth required to run a multi-location practice with confidence. The tier where decisions stop being judgment calls and start being grounded in data you can defend to a banker, a partner, or yourself at 3 a.m.
10+ clinicians · $5M+ annual revenue · Exit or scale on the horizon · Custom-scoped engagement
When a practice crosses $5M, the work changes. The questions are no longer about S-corp comp or location-level margins — they're about board-style financial leadership, exit readiness, deal structure, and protecting wealth across the household. Practice CFO is not a productized tier. It's a custom engagement scoped to your specific moment in the practice lifecycle — and it begins with a conversation, not a price list.
First-year stories from healthcare practice owners across our nine specialties — at each tier of the Practice Suite.
"Captured the PTE election, restructured my S-corp comp, and identified $14K in tax savings — in my first year as a solo PT private practice. Easiest decision I've made."
"Our books were a mess. Ronak cleaned us up in 60 days, restructured to an S-corp, redesigned our clinician comp model, and saved us $31K in tax our first year."
"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."
"We're a 6-physician internal medicine group. Ronak restructured our retirement plan, captured CA PTE, found $48K in missed depreciation, and built a board-style pack our partners look at monthly."
Real onboarding takes work — by both of us. Here's exactly what happens between your engagement letter and your first monthly close.
Signed engagement letter, onboarding fee paid, kickoff call scheduled. You meet your dedicated team and get secure-portal access for document exchange.
We review your prior 2 years of tax returns, current books, entity docs, payroll records, retirement plans, and contracts. You receive a written diagnostic of opportunities and gaps.
Historical books cleaned, chart of accounts restructured for your specialty, EHR data integration set up, PTE elections filed, and the first Practice Health Dashboard built.
First monthly financials closed and reviewed with you. Written tax plan for the year delivered. You're now on the standard cadence — closed by the 10th, every month.
We offer 10 specialized project engagements for specific moments — launching a practice, S-corp conversion, exit readiness, cost segregation, and more. Each one is flat-fee scoped with a clear deliverable.
See All 10 Project Engagements →30-minute call with Ronak. We'll talk about where the practice is, where it's going, and which Suite tier — or flat-fee project — is the right starting point.
Schedule a Consultation