PRACTICE PARTNER CPAs
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Partnership Tiers · MSO Engagement Levels

Four engagement levels. One MSO partnership model.

Every Practice Partner CPAs engagement is fee-for-service, principal-led, and built on the same MSO platform. What changes across tiers is depth, frequency, scope, and how much advisory time is built in. Find the level that fits your practice stage today — you can move up as the practice grows.

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The Four Tiers

Find the tier that fits your practice stage today.

Foundation
$795/month
$795 one-time onboarding
Best for: Solo practitioners and small practices ready for monthly cadence financial operations and proactive tax planning. Typically $250K–$1M practice revenue.
Includes
  • Monthly financial close (by the 10th business day)
  • Bank, credit card, merchant reconciliations
  • Annual federal + state tax return preparation
  • Quarterly tax planning sessions
  • Practice Health Dashboard with specialty KPIs
  • Direct access to Ronak — 24-hour response
  • Annual strategic planning session (90 min)
  • Access to vendor network for introductions
Explore This Tier
MOST POPULAR
Growth
$1,500/month
$1,500 one-time onboarding
Best for: Multi-provider practices growing toward $2M–$3M revenue, ready for more frequent strategic engagement and deeper analytical work.
Everything in Foundation, plus
  • Bi-weekly check-ins (vs. monthly only)
  • Quarterly deep-dive strategy sessions (2 hrs each)
  • Multi-entity consolidation when applicable
  • Associate / clinician hiring + comp modeling
  • Production analytics and provider profitability
  • Personal / household tax integration
  • Cost segregation studies (when applicable)
  • PTE election filings (CA SALT-cap)
  • Specialty benchmark reporting
  • Practice valuation tracking (annually)
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Scale
$3,000/month
$3,000 one-time onboarding
Best for: Multi-location practices or single locations with $2.5M+ revenue, considering significant strategic moves.
Everything in Growth, plus
  • Weekly check-ins and direct text/phone access
  • Embedded strategic advisory presence
  • Multi-location P&L consolidation
  • Multi-state nexus, payroll, and compliance
  • M&A advisory — buy-side or sell-side
  • DSO / consolidator offer evaluation
  • Exit readiness assessment and roadmap
  • Succession structure design
  • Captive insurance and risk structuring
  • Real estate strategy beyond cost seg
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CFO
Custom
$48K–$120K+ annual
Best for: Practice groups, multi-location organizations, or healthcare entities operating at the scale where a fractional CFO embedded into the operating rhythm makes sense.
Everything in Scale, plus
  • Embedded fractional CFO presence
  • Board-ready financial reporting and packets
  • Direct involvement in operating decisions
  • Strategic plan ownership (with leadership)
  • Capital raise support (if relevant)
  • M&A execution lead role
  • Integration with practice leadership
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Onboarding

30 days to fully operational.

Most engagements complete onboarding in 30 days. Here's the standard sequence.

Days 1–5

Discovery & Setup

  • Engagement letter signed
  • Access to books, returns, bank portals
  • Discovery interview with Ronak (90 min)
  • Software environment configured
  • Communication channels established
Days 6–15

Books Migration & Cleanup

  • Historical books migrated and reconciled
  • Chart of accounts standardized to specialty template
  • 3 months back-cleaned to working state
  • First clean close completed
Days 16–25

Tax Position & Strategy

  • Prior 3 years of returns reviewed
  • Current-year tax position assessed
  • Strategic tax planning session held
  • Specific savings strategies queued
Days 26–30

Dashboard & Strategic Plan

  • Practice Health Dashboard configured
  • First monthly dashboard review held
  • Annual strategic plan delivered
  • Operating rhythm begins

Not sure which tier fits? Let's figure it out together.

The 30-minute assessment is the easiest way to find out. We'll walk through your practice stage and recommend the tier that fits — or honestly tell you if you're not yet ready for any of them.

Book Your 30-Min Assessment → Or self-assess with the Checklist
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