Family Medicine · Specialty · Concierge

Patient care is your craft. Practice growth is ours.

Strategic accounting, tax, and advisory for family medicine, specialty clinics, concierge medicine, and multi-provider medical groups — built for physician owners and the high-income tax strategies generalists miss.

Book a 30-Min Practice Assessment → See the MSO Platform

The fee-for-service MSO partnership for medical practices owners. Operating leverage of a healthcare MSO platform — financial infrastructure, tax strategy, KPI dashboards, vendor network, advisory presence — without taking equity. No DSO. No consolidation. The practice stays yours.

Medical Practices owner — MSO partnership with Practice Partner CPAs

The Third Option

Your partner in medical practice success.

What It Feels Like

The shift when you finally have someone in your corner.

Most medical practices owners aren't looking for another report — they're looking for someone they can think out loud with. A CPA + MBA who already understands the practice, sees the numbers monthly, and can be a sounding board for every decision that matters. Here's what changes when you stop running your back office alone.

Right now

Guessing whether you're saving enough for retirement

With Practice Partner

Knowing exactly how much you can shelter — and how much you're keeping

Right now

Making hiring decisions on gut feel and instinct

With Practice Partner

Having the production math and benchmarks before you start the conversation

Right now

March feeling like a sprint to extract a tax return

With Practice Partner

Knowing your number — and your plan — by October

Right now

Multi-state expansion feeling like a compliance nightmare

With Practice Partner

Opening in the next state feeling like turning a key

Right now

Realizing your CPA hasn't called in eight months

With Practice Partner

Thinking about calling someone smart — and remembering you can

Right now

Wondering if you're undercharging or overpaying everywhere

With Practice Partner

Every consequential decision having a number you trust behind it

You shouldn't have to be the clinician, the operator, the negotiator, the tax strategist, and the CFO. Be the leader. We'll handle the rest.

How We Show Up for You

You run the practice. We run the financial side — together.

You shouldn't have to be the clinician, the CFO, the tax strategist, and the operator all at once. The same Principal-level CPA — Ronak Bhatt, CPA, MBA — handles the technical work so you can focus on patients, your team, and the decisions only you can make. Here's what that partnership looks like across three areas.

Tax — Planned, Not Just Filed

You'll never feel a March surprise again.

Most medical practices owners learn their tax bill the same week it's due. We turn that on its head — by October, you know your number, you know your plan, and you've already made the moves that lower it. The technical work happens quietly in the background; what you experience is clarity and control.

The kinds of strategies we routinely run for medical practices owners — and what they typically save:

$8K–$15K/yr

S-Corp Reasonable Compensation

Set defensibly against IRS scrutiny. Most physician owners are taking it wrong — either too much (overpaying payroll tax) or too little (audit risk).

$80K–$300K+/yr

Defined Benefit / Cash Balance Plan

High-income physicians often miss the largest single tax shelter available. We design and coordinate with administrators.

$15K–$50K

Equipment Depreciation

Section 179 + bonus depreciation on imaging equipment, exam-room buildouts, EHR, and clinic technology — accelerated into year one.

$5K–$50K/yr

CA PTE Election (and 30+ other states)

Recovers the federal benefit of state income tax that the SALT cap took away. Often missed by generalist CPAs.

You don't have to chase the strategy. We bring it to you — and tell you exactly what it means for your bottom line.

Numbers — Closed Monthly, Translated for You

Open one dashboard and know exactly how the practice is doing.

You stop guessing. You stop waiting for a CPA to "get back to you." Your books close by the 10th of every month, and we translate the numbers into the few metrics that actually matter for medical practices owners — so when you make a hiring, pricing, or expansion call, the math is already done.

What you'll see in your monthly Practice Health Dashboard:

Encounters / Day

vs. MGMA median

Revenue / Encounter

By CPT & payer

Denial Rate

First-pass vs. final

Net Collection %

AR aging & payer

See what's included at each Suite tier →

Advisory — Someone to Think Out Loud With

A CPA + MBA in your corner for every decision that matters.

Partner buy-in/buy-out modeling, recapitalization, MGMA benchmarking, practice valuation, and exit planning integrated with household tax.

Every business leader needs someone to bounce ideas off — somebody who knows the numbers, knows the industry, and is in the conversation before the decision gets made. Hiring an associate. Adding a location. Buying the building. Bringing on a partner. Selling to a DSO or a group. You don't have to figure those out alone, and you don't have to wait until tax season to talk about them.

Benchmarks that actually fit you — your numbers compared against medical practices owners in your exact specialty, not "small business" averages
A network you can borrow — vetted attorneys, bankers, retirement plan administrators, M&A advisors who already know healthcare
Regulatory clarity — CMS rules, state filing changes, reimbursement updates translated into financial impact before they hit your practice
A real sounding board — a CPA + MBA in the room when you're making the call, not just reading about it after

Ronak restructured our retirement plan, captured the CA PTE election, found $48K in missed equipment depreciation, and built a dashboard our partners look at every month. The savings paid for three years of fees in year one.

Dr. Anita Patel, MD

Managing Partner, Riverside Internal Medicine

Common Questions

What medical practices owners ask first.

Do you work with solo physicians and large groups?

Both. We serve solo MDs in concierge or specialty practice through 25+ provider medical groups. The Practice Suite tier scales with you — Foundation for solo, Scale for multi-location, CFO for $5M+ groups.

What's the most common tax strategy generalists miss for physicians?

Defined benefit / cash balance retirement plans. High-income physicians often miss $80K–$300K+ per year of tax-advantaged retirement contributions — far beyond what a SEP-IRA or solo 401(k) allows.

Do you handle concierge / direct-pay practices?

Yes — membership revenue recognition, retainer accounting, and direct-pay tax characterization are routine. Concierge medicine has different revenue dynamics than insurance-billing practices and we segment accordingly.

Can you help with practice valuation and partner transitions?

Yes. Practice Exit Readiness project ($6,500–$12,000) provides formal valuation for partner buy-in/buy-out, recapitalization, and estate planning. We typically engage 12–24 months before a transition.

How does the California PTE election apply to medical practices?

It applies to any S-corp or partnership-taxed medical practice in California — and recovers the federal benefit of state income tax that the SALT cap took away. Often $5K–$50K+ in annual federal tax savings per physician owner.

Do you do MGMA benchmarking?

Yes. Your encounters per day, revenue per encounter, overhead ratios, and compensation are compared to specialty-specific MGMA medians monthly. You see exactly where you sit vs. peers.

Your partner in medical practice success.

30-minute call directly with Ronak. Direct CPA access. 24-hour response.

Schedule a Consultation 925.320.0309