Not every practice needs the full MSO engagement on day one. These are the individual projects and single services we deliver on their own, with starting prices so you can scope before you call.
For practices launching, restructuring, or cleaning up after a period without support.
Entity setup, EIN, S-election filing, and the banking and payroll foundation to operate cleanly from day one.
Reconstruct and reconcile prior periods so your opening balances are defensible and your next return is filed on real numbers.
A chart of accounts structured around how your specialty actually earns and spends, instead of a generic small-business template.
New file build or migration from another platform, with historical data brought over and integrations connected.
Discrete projects that resolve a specific exposure or capture a specific opportunity.
A documented, defensible owner salary position for your S-corp, with the benchmarking data behind it.
Written analysis of your clinician classification under the applicable standard, including the California ABC test, with the documentation to support it.
Where telehealth, travelling clinicians, or remote staff have created filing obligations you have not addressed.
For agencies with public contracts requiring certified payroll reporting.
Financial statements and schedules for California NPA certification or renewal.
Representation before the IRS or a state agency on an examined return.
Modeling for the decisions with the largest financial consequence.
Defensible valuation with normalized earnings, whether for a sale, a buy-in, a divorce, or your own planning.
The diligence a buyer would run, done on your own numbers before they run it on you.
Independent modeling of after-tax proceeds, earnout risk, and post-sale compensation on an offer in hand.
Valuation, financing structure, and after-tax outcome modeled from both sides of the table.
A rolling 13-week forecast built on your data and handed over, with the model yours to keep.
Solo 401(k), SEP, safe harbor, or cash balance analysis sized to your profit and your team.
For practices not ready for a full MSO engagement who need one function handled properly.
Reconciled books and monthly statements, without the advisory layer.
Full-service payroll, 1099s, and the quarterly and annual filings.
Annual return preparation for the entity and the owners, without year-round planning.
Four projections a year so estimated payments are accurate and April holds no surprises.
Book a free scoping call. We will tell you which project actually solves your problem, and if the honest answer is that you do not need one yet, we will tell you that instead.