Accounting, tax, payroll, CFO strategy and compliance under one CPA-led team — for a flat monthly fee. No equity, no share of collections, no hourly billing.
Clean, current books, monthly financials, and reconciliations tuned to your specialty’s chart of accounts.
Budgeting, cash-flow forecasting, KPI dashboards, and provider-comp modeling — CFO insight without the hire.
Entity and S-corp optimization, reasonable-comp studies, PTET, and year-round planning to lower the combined bill.
Provider and staff payroll, contractor 1099s, and benefits coordination across every location and entity.
See overhead, collections, and profitability against specialty peers — and know exactly where to act.
Entity governance, professional-corporation rules, and HIPAA-aware financial workflows and controls.
Buy-ins, buy-outs, partner admissions, acquisitions, and practice-sale readiness — modeled and guided.
401(k), cash-balance, and defined-benefit plan design to shelter income and build owner wealth tax-deferred.
Entity formation, S-election, EIN, banking, and systems — everything to open and operate cleanly on day one.
Every plan is a fixed monthly fee — no hourly surprises. We’ll right-size it to your practice in a free assessment.
For solo and early-stage practices getting clean and compliant.
For multi-clinician practices ready for proactive strategy.
For multi-site groups, DSOs/MSOs, and complex ownership.
Final fee is scoped to your practice in a free assessment.
So here is the honest sizing. If you fall between two, we will quote you the lower one and tell you when it stops being enough.
| Foundationfrom $1,000/mo | Growthfrom $3,000/mo | Scalefrom $5,000/mo | |
|---|---|---|---|
| Annual collections | Under $750K | $750K – $2M | $2M and above |
| Clinicians or providers | 1–2 | 3–10 | 10 or more |
| Entities | One | One or two | Multiple |
| Locations | One | One or two | Two or more |
| Where the pressure is | Getting clean and compliant | Margin and tax | Consolidation and growth |
| What is included | |||
| Monthly bookkeeping and reconciliations | ✓ | ✓ | ✓ |
| Monthly financial statements | ✓ | ✓ | ✓ |
| Plain-English monthly summary | ✓ | ✓ | ✓ |
| Business and owner tax returns | ✓ | ✓ | ✓ |
| Named CPA on your account | ✓ | ✓ | ✓ |
| Reply within one business day | ✓ | ✓ | ✓ |
| Payroll | Owner and small team | Full service, including 1099s | Full service, multi-entity |
| Quarterly tax planning and projections | — | ✓ | ✓ |
| Reasonable compensation study | — | ✓ | ✓ |
| KPI dashboard and peer benchmarking | — | ✓ | ✓ |
| Cash-flow forecasting | — | 13-week | 13-week plus scenarios |
| Fractional CFO time | — | Quarterly | Monthly |
| Multi-entity consolidation | — | — | ✓ |
| Transaction, buy-in and exit advisory | — | — | ✓ |
| Retirement plan design | — | — | ✓ |
Every plan is a flat monthly fee for a defined scope, quoted after we look at your books. No equity, no share of collections, no hourly billing.
The useful question is not whether the fee is large. It is what the fee replaces, and whether the pieces it replaces were ever talking to each other.
Naming the edges is more useful than another feature list, and it saves us both a call.
Book a free, no-pressure practice assessment. We'll review your books, entity structure, and tax posture and show you exactly where we'd add value.