When it comes to negotiating the complex financial management needs of a medical practice, we know it can be difficult to find a partner you can trust.
That’s why we are so proud that clients have entrusted us to fill the role of Chief Financial Officer and Finance Department for their medical practices for over 35 years. Our high level of financial expertise in accounts payable; bookkeeping; tax; retirement plan design and administration; investment consulting; and financial and estate planning has helped us address the unique needs of these medical practices efficiently and cost-effectively. We also enjoy an established working relationship with third party providers in this industry, such as billing and insurance companies.
We take a focused, personalized approach to the needs of each of our clients, and design solutions that are appropriate to achieving their goals. Additional services we provide to our medical practice management clients include:
- Strategic Planning
- Management Consulting
- Accounts Payable & Payroll Services
- Cash Management
- Compensation/Bonus Design
- Tax Compliance
- Business Tax Planning
- Financial Statement Preparation
- Retirement Plan Design and Consulting