Accounting, tax strategy, payroll, and fractional-CFO leadership for solo and group psychiatry, psychology, and counseling practices, from one CPA-led team.
Works with the tools you already use
Insurance and private-pay mixes, W-2 vs 1099 clinicians, and S-corp decisions all move real money. A generalist rarely sees them.
Insurance reimbursement and cash-pay hit your cash flow differently. We model the mix so slow payers never catch you short.
W-2 vs 1099 for associate therapists is a top audit trigger. We classify defensibly before the state ever asks.
Once profit clears a reasonable salary, an S-election can cut self-employment tax, done right and documented.
One integrated, CPA-led team handles the entire business side, so your energy stays on care.
A proven path, built around your clinical calendar. Most practices are fully live in 30–45 days.
A free deep-dive into your books, entity, comp, and pain points.
We clean up the books, set your chart of accounts, and stand up the compliance calendar.
Monthly financials, payroll, and tax filings delivered like clockwork.
Quarterly strategy, benchmarking, and proactive tax planning.
Every specialty has a handful of numbers that decide the year. These are the ones we put in front of you monthly, with the planning ranges we work against.
These are planning ranges we work against in engagements, not published survey data. Healthy figures vary by payer mix, geography, entity structure and stage — a practice outside a range is not necessarily unhealthy, it is a question worth asking. We benchmark you against your own trend first.
Book a free, no-pressure practice assessment. We will review your books, entity structure, and tax posture and show you exactly where we would add value. You will speak with a CPA, never a call center.