Book a 30-minute call with
a senior CPA partner.
No sales pitch. No screeners. Just clarity on what an MSO partnership would actually look like for your specific practice — and whether we are the right fit.
Three focused conversations in 30 minutes.
A structured discovery call that respects your time and gives you something useful — whether or not you become a client.
Understand your practice
You walk us through your specialty, structure, revenue, and the 2-3 things that are most on your mind right now. We listen, we ask sharp follow-ups.
Surface what we see
We share the 1-2 highest-value moves we typically see for practices in your situation — entity structure, tax timing, MSO gaps, anything that jumps out. You take notes.
Decide what is next
If there is a clear fit, we outline what a partnership would look like, what it costs, and when we could start. If there is not, we say so directly and recommend a better path.
You leave the call with something useful — guaranteed.
Even if we are not the right partner for your practice, this call should give you real value. Here is what every owner walks away with:
- A clear read on your current setup Honest assessment of whether your current CPA or in-house team is structured well for a practice your size.
- 1–2 specific, actionable tax moves Specialty-relevant tactics we typically see saving healthcare owners $15K–$50K in year one. Yours to act on, regardless.
- Entity structure quick-check We tell you whether your current entity (S-corp, PC, LLC, etc.) is appropriate for your specialty, state, and revenue level.
- A clear yes or no on fit No drawn-out follow-ups. No nurture sequence. By minute 28, you know whether we are the right MSO partner — and if not, who is.
Pick a time that works.
Self-serve calendar. 30 minutes. Senior partner. Free.
Prefer to call? (925) 320-0309
What to have ready (and what you don’t need).
The call is more useful for both sides if you bring a few things. Most owners can pull these together in 5 minutes.
✓Bring these
- Practice specialty + clinical mix (e.g. PT outpatient, NP cash-pay primary care)
- Annual revenue range and rough provider count
- Your current entity structure (S-corp, LLC, PC, sole prop)
- Who handles your books today (firm name, in-house, you)
- The 2-3 questions you most want answered
✗You don’t need these
- Recent tax returns (we won’t ask)
- P&L or balance sheet (discovery only)
- Engagement letters or CPA contracts
- An NDA (available on request if you’d prefer)
- A decision to switch — this is purely diagnostic
The partner who will personally take your call.
No junior gatekeeper. No sales rep. The 30-minute discovery is led by a senior CPA partner who has spent years inside healthcare practice books — and who personally signs off on every engagement.
If we are a fit, you will know by minute 28. If not, you will leave with two specific tax moves you can act on regardless.
The things we promise NOT to do.
Discovery calls in our industry usually fall into a few traps. Here is what you will not experience.
No high-pressure pitch
We do not close on discovery calls. If we are a fit, you will know — and we will give you time to think.
No junior screener
You speak directly with a senior CPA partner. Not a sales rep, not a calendar gatekeeper.
No drip campaign
If you decide not to move forward, you will hear from us exactly once — a polite “thanks.” Then nothing.
No generic “audit”
This is not a sales tool dressed up as an audit. Every conversation is specific to your practice.
No equity ask
We are a fee-for-service MSO. We will never offer to buy into your practice — not now, not ever.
No information sharing
What you tell us stays here. We do not share inquiry details with referral partners or third parties.
The 30 minutes felt like a real diagnostic, not a sales call. They surfaced two tax moves my prior CPA had completely missed — paid for the engagement before the first invoice cleared.
About the call.
Is the call really free?
Yes. Genuinely free, no asterisk. The 30-minute discovery call is part of how we screen for fit on both sides. We invest the time because if there is a match, the relationship is multi-year and worth it.
Who am I actually speaking with?
You will speak with Ronak Bhatt, CPA — the senior partner who leads our healthcare MSO practice. Not a screener, not a junior, not a sales rep. Every discovery call is partner-led.
What if I’m not in California?
Many of our clients are out-of-state — Texas, Florida, New York, and others. Multi-state nexus, out-of-state telehealth practices, and remote engagement models are routine for us.
How quickly can I book?
Most weeks have 2-3 open partner slots within 5 business days. Tax season (Feb–April) runs tighter — book 7-10 days out. We confirm requested time slots within 24 hours.
What if I’m not ready to switch CPAs?
Even better. Some of our best long-term clients first reached out 6-12 months before they were ready to move. We are happy to be the second opinion in your back pocket.
Can I bring my partner / co-owner?
Yes — and we encourage it for any practice with multiple owners. Just note it in your request and we will adjust the agenda accordingly.
The right MSO partner saves you
$25K–$120K in year one.
You will know within 30 minutes whether that partner is us. If yes, you will save real money. If no, you will leave with two actionable tax moves and an honest second opinion. Either way, your time was well spent.
Want the partner-led second opinion — for free?
A 30-min call with a senior CPA partner. No pitch, no obligation. You leave with 1–2 specific tax moves your current CPA may have missed.
Book My Free Call →