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Healthcare Focused

We speak your specialty’s numbers

From behavioral health to rehab therapy, we understand the payer mixes, clinician comp models, and compliance realities that make each practice different.

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Mental Health & Psychiatry

Solo and group psychiatry, psychology, and counseling practices with W-2/1099 clinician mixes.

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Counseling & Group Practices

Multi-clinician therapy groups scaling clinicians, locations, and supervision structures.

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Physical Therapy (PT)

Outpatient, ortho, and sports PT clinics balancing insurance, cash-pay, and cash flow.

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Occupational Therapy (OT)

Pediatric and adult OT practices managing authorizations and multi-payer billing.

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Speech-Language Pathology

SLP practices and teletherapy providers with contract and private-pay revenue.

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ABA & Autism Services

ABA providers navigating RBT payroll, credentialing, and rapid multi-site growth.

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School-Based Therapy

Agencies contracting with districts and LEAs under fee-for-service and prevailing-wage rules.

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Multi-Site & Group Practices

Groups consolidating back offices across locations, entities, and provider partners.

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Medical Practices

Primary care and specialty medicine reconciling payer deposits, denials, and provider productivity.

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Dental Practices

General and specialty dentistry measuring production against collections and overhead against benchmarks.

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Med Spas

Aesthetics practices tracking injectable COGS, membership deferred revenue, and retail sales tax.

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Veterinary Clinics

Companion animal and specialty hospitals separating pharmacy margin from professional services.

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California NPAs

Nonpublic agencies tracking ISA revenue, reconciling LEA contracts, and staying CDE audit-ready.

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Why a Specialist

Therapy accounting isn’t general accounting

The moves that protect your margin and keep you compliant are specific to how therapy practices earn and staff. A generalist rarely sees them.

Clinician classification, done right

W-2 vs. 1099 and California’s ABC test are a top audit trigger in behavioral health and ABA. We classify RBTs, contract therapists, and supervisors defensibly — before the EDD ever asks.

Reasonable compensation for PCs

Psychiatry, PT, and other professional corporations need a defensible owner salary that balances payroll tax against distributions. We run the study and document it.

Payer, cash-pay & contract mix

Insurance, private-pay, and school-district contracts each hit cash flow differently. We model the mix so slow public-sector payers never catch you short.

Prevailing wage & NPA compliance

School-based and Nonpublic Agency work triggers certified payroll (DIR/eCPR) and CDE requirements a generalist will miss. We keep you audit-ready.

The MSO Model, in Plain English

One team runs your entire back office

“MSO” simply means management services organization — one company that runs everything on the business side of your practice. Instead of a bookkeeper here, a tax preparer there, a payroll app, and you tying it together at night, it all lives with one accountable team. And as you add clinicians, locations, or entities, nothing fragments — you still get one set of books, one tax strategy, and one dashboard across the whole practice.

  • One set of clean books — even across multiple locations or entities
  • One proactive tax strategy instead of scattered vendors
  • One dashboard, for total visibility into your numbers
  • One dedicated CPA-led team — a partner, not a call center
Your practice — every entity & location
Clinic(s)Your PC / entitySchool contracts
Practice Partner MSOYour one shared back office
One source of truth
BooksTaxPayrollComplianceDashboards
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Ready to hand off the back office?

Book a free, no-pressure practice assessment. We'll review your books, entity structure, and tax posture and show you exactly where we'd add value.

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