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Therapy Practice Specialty

Specialized CPA for PT, OT & SLP practice owners.

Solo to multi-state, in-clinic to telehealth. Specialty-deep financial infrastructure for therapy practice owners who want to grow without selling.

Therapy Practice practice CPA
Revenue range
$250K–$8M+
Disciplines
PT · OT · SLP
Common entity
PLLC + S-Corp
Year-1 tax delta
$25K–$80K
What Generalists Miss

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

Generalist firms treat therapy 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.

  • Visit utilization & productivity benchmarks — Visits/clinician/day vs. specialty benchmark — rarely tracked
  • Multi-state telehealth nexus & payroll — A growing exposure most generalist CPAs ignore
  • Mentorship-to-W2 conversion modeling — Common $20K–$50K tax planning gap
  • Specialty cash-pay positioning — Cash-pay percentage drives different KPIs, tax structure, and growth playbook
The MSO Platform for Therapy Practice

Four disciplines,
one therapy practice partnership.

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

Financial Operations

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

Therapy 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 therapy practice owners
typically see in 12 months.

Designed around the four numbers that matter to a therapy 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
0%
Equity taken in your practice
Therapy Practice FAQ

What therapy practice owners ask first.

Do you work with all three disciplines or just one?
All three — PT, OT, and SLP. The playbook differs by visit length, supervision rules, and payer mix, but the platform is the same.
Can you handle multi-state telehealth?
Yes — multi-state payroll, nexus, and licensure-tied state filings are standard at Growth tier and above.
I run a cash-pay therapy practice. Does that change things?
Yes — cash-pay practices have different KPIs (LTV per client, referral mix, no-show rate) and different tax structure considerations. We tune the platform for that model.
What about contractor (1099) vs. W2 clinicians?
A core engagement question. We model after-tax cost of both structures and the compliance exposure of each.
Do you work with telehealth-only practices?
Yes — PT, OT, SLP, and hybrid telehealth practices in all 50 states.
Start the Conversation

The therapy 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.

Or call (925) 320-0309 · [email protected] · Replies within 24 hours