We're not a platform with features. We're CPAs and strategic advisors who sit across the table from healthcare practice owners — and stay there. Our work shows up in your bank account, your tax return, and the decisions you make about your practice.
When you partner with a strategic healthcare CPA, you're not paying for software, dashboards, or "plans." You're paying for outcomes — measurable, repeatable, and aligned with what you want your practice to become.
S-corp comp, PTE elections, retirement plan design, equipment depreciation, cost segregation — combined savings typically run 3–5× the annual fee for healthcare practice owners.
Your books closed by the 10th. A Practice Health Dashboard with specialty-specific KPIs. Days in AR, payer-mix profitability, provider productivity — finally in one place, monthly.
Hiring the next associate. Opening a second location. Restructuring an entity. Selling to a corporate buyer. Every major decision modeled, quantified, and made with your strategic CPA in the room.
Defined benefit and cash balance plans shelter $30K–$300K+ per year for high-income owners. We design, coordinate, and integrate with your household tax strategy — not just file what you give us.
Exit readiness work begins 12–24 months before a transaction. Quality of earnings prep, owner add-back documentation, books cleanup — so corporate buyers and partner-transactions reward the work you've put in.
Bookkeeping, payroll, filings, planning, and the dozen small questions a week come off your plate. Typically 10–15 hours a month returned to clinical work, family, or building the practice.
Our work isn't a feature list. It's three deeply specialized disciplines — applied to your practice by the same Principal-level CPA, every month, for the life of the engagement.
Tax planning isn't a return filed in March. It's a year-round discipline that compounds over years — and one of the highest-ROI engagements a healthcare practice owner can invest in. We identify savings months in advance and back them with actual filings, not theoretical strategies.
Most healthcare practices fly blind for 11 months a year and discover the problem in tax season. We close your books by the 10th of every month and translate the numbers into the KPIs that drive a practice — provider productivity, payer-mix profitability, AR aging, and peer benchmarks.
Hire the next clinician. Open a second location. Restructure to an S-corp. Lease or buy the next clinic space. Design the retirement plan. Prepare for the exit you'll do in five years. These aren't transactions — they're inflection points. We work alongside you so they get made with strategy, not gut feel.
Hiring the next clinician. Opening a new location. Pricing a payer contract. Restructuring to an S-corp. Buying or leasing the next clinic space. Designing the retirement plan. Preparing for the sale you'll do in five years.
Not "deferred to next quarter." Not "made on gut feel."
Talk Through a Decision →We're not signing you up for a subscription. We're starting a long-term partnership with a Principal-level CPA. Here's how every engagement begins.
A 30-minute discovery conversation with Ronak Bhatt, CPA, MBA. You share what's working, what isn't, and where you want your practice to go. No pitch. No prep needed. Free.
We review your prior year's return, current books, and entity structure. You receive a written diagnostic that quantifies the savings opportunities and operational gaps we identified.
If we're a fit, you receive a custom engagement letter with scope, deliverables, and a flat fee that matches your practice's stage. No hourly surprises.
Monthly close, quarterly strategy, year-round tax planning, 24-hour response, and direct access to the Principal CPA on every engagement. For the life of the relationship.
Beyond ongoing partnership, we offer focused engagements scoped to specific events in the life of a healthcare practice — each with a clear deliverable, a flat fee, and a defined timeline.
A 30-minute conversation with Ronak Bhatt, CPA, MBA — Principal. No prep needed. No pitch. Just a real conversation about what's working, what isn't, and what we can do together.