Home / Who We Serve / Medical Practices
Primary Care & Specialty Medicine

Accounting and CFO services for medical practices

Payer mix, denials, provider productivity, and ancillary revenue — read correctly, every month, by a CPA-led team that speaks revenue cycle.

CPA-led · Nationwide & fully remote · Flat monthly fees
Physician reviewing practice financials

Works with the tools you already use

QuickBooks OnlineathenahealtheClinicalWorksGustoADP
The Problem

Your billing report is not your financial statement

Most practices run on production reports from the PM system and never reconcile them to the books. The gap between what you billed and what you kept is where the business actually lives.

Payer mix, AR and denials

Aging AR and denial rates quietly decide your margin. We reconcile collections to deposits and report the leakage in dollars, not percentages.

Provider compensation and wRVU

Productivity-based comp only works if the model is right. We build the wRVU or collections-based schedule and stress-test it before you sign it.

Ancillary lines and multiple entities

Imaging, labs, infusion, and real estate each deserve their own P&L. One combined number tells you nothing about what to expand.

What You Get

Everything your practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your energy stays on care.

Explore all services →
  • Monthly bookkeeping reconciled to payer deposits
  • AR aging and denial reporting in dollars
  • Provider compensation and wRVU modeling
  • Separate P&L by ancillary service line
  • Multi-entity and multi-location consolidation
  • S-corp election and reasonable-compensation analysis
  • California PTET planning and quarterly projections
  • Full-service payroll, 1099s, and benchmarking dashboards
What You Get

Everything your practice needs behind the front desk

One integrated, CPA-led team handles the entire business side, so your clinicians stay clinical and your numbers stay current.

01

Assess

A free deep-dive into your books, entity, comp, and pain points.

02

Build

We clean up the books, set your chart of accounts, and stand up the compliance calendar.

03

Run

Monthly financials, payroll, and tax filings delivered like clockwork.

04

Grow

Quarterly strategy, benchmarking, and proactive tax planning.

The economics

What we watch in a medical practice

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.

Medical practice scorecardPlanning ranges
Provider cost as a share of revenue40–50%
Net collection rate96%+
Days in accounts receivable30–40
Claims denied on first pass< 8%
Ancillary revenue shareTrack separately
Overhead excluding provider comp25–35%
Operating margin15–25%

Why these three matter most

  • First-pass denial rate is a margin numberEvery reworked claim costs staff time and delays cash. Above roughly 8% the cost stops being a billing problem and starts being a margin problem.
  • Ancillaries change the pictureImaging, labs and dispensing carry their own margin and their own compliance rules. Blended into one revenue line they are invisible.
  • What we watch monthlyNet collection rate, days in AR, denial reasons, and provider cost against production.

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.

Questions

From messy books to a real financial partner

Yes. We do not replace your biller. We reconcile what they report to what actually hit the bank, which is where most practices discover the difference between billed, allowed, and collected.
We model wRVU, collections-based, and salary-plus-bonus structures side by side, then show what each does to practice margin at different volumes before you commit to one.
That is the core of the MSO model. One set of consolidated books with clean per-entity and per-location reporting, so you can see the group and each unit at the same time.
Get Started

Ready to see what you actually collected?

Book a free assessment. We will review your books, payer reconciliation, comp model, and entity structure, and show you where the revenue cycle is losing money.

Book Your Free Assessment →See How It Works