Medical Practice Specialty

Specialized CPA for medical practice owners.

Family medicine, specialty clinics, concierge, multi-provider groups. The financial infrastructure of a medical MSO — delivered as a flat-fee partnership, not an equity sale.

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What Generalists Miss

The medical practice-specific math most CPAs leave on the table.

Generalist firms treat medical practice like any other small business. They miss the specialty-specific structure, benchmarks, and tax positions that determine whether a practice quietly leaks $40K–$120K a year — or compounds it.

Payer mix & AR aging benchmarks — Most generalists never look at days-in-AR or denial rates
S-corp + retirement plan stacking — Solo 401(k), cash balance plans, defined benefit layering
PTE election & multi-state nexus — Often missed entirely for multi-location practices
Concierge / DPC tax structure — Subscription revenue creates specific accounting and tax positions

The MSO Platform for Medical Practice

Four disciplines,
one medical practice partnership.

Specialty-deep financial operations, dashboards, tax strategy, and advisory — delivered as a flat-fee partnership.

Financial Operations

Medical Practice-specific chart of accounts. Monthly close by the 10th. EHR/PMS integration. Audit-ready books.

Medical Practice KPI Dashboard

Specialty benchmarks. Revenue per provider, payer/case mix, AR aging, schedule utilization.

Year-Round Tax Strategy

S-corp, retirement plan design, PTE election, cost segregation, depreciation — specialty-aware.

Strategic Advisory

Hiring, expansion, partner buy-in/buy-out, DSO/MSO offers, succession — the math done first.

Year-One Outcomes

What medical practice owners
typically see in 12 months.

Designed around the four numbers that matter to a medical practice practice owner.

$25K–
$120K+

Typical year-one tax savings

10–15

Owner hours returned per month

30 days

From signed contract to live partnership

Equity taken in your practice

Medical Practice FAQ

What medical practice owners ask first.

Do you work with concierge and direct primary care practices?

Yes — concierge, DPC, and hybrid models are a core focus. Subscription revenue, member retention metrics, and the specific tax treatment of membership fees all run on different rails than fee-for-service.

Can you handle multi-state telehealth nexus?

Yes. Multi-state payroll, sales-tax-on-services nuances, and provider licensure-tied nexus are part of every engagement at Growth tier and above.

My practice is part of an ACO. Does that change anything?

It changes the revenue recognition model and shared-savings flow. We've worked with ACO-participating practices — the close looks different but the platform is the same.

I'm considering a DSO/MSO offer. Can you evaluate it?

Yes. We model the actual after-tax outcome of an offer vs. staying independent with the MSO Platform installed — usually the math favors staying.

Do you do tax returns or just planning?

Both. Annual return prep is included in every tier. Year-round strategy is what drives the 3–5× fee-to-savings ratio.

Start the Conversation

The medical practice partnership that keeps the practice yours.

Book a free 30-minute conversation directly with Ronak — the principal in every engagement. No pitch. No pressure. Just clarity on what year one would look like for your practice.

Schedule a Consultation Compare Partnership Tiers

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