Industries · Medical Practices
Practice management, bookkeeping, and tax strategy.
Doctors, dentists, chiropractors, veterinarians and other medical practitioners will benefit from our combination of practice management solutions, bookkeeping services and tax strategies.
What we handle
Medical practices share a common set of financial considerations. Our work for medical clients combines bookkeeping, tax strategy, and ongoing practice management support.
Accounting and bookkeeping
Outsourced accounting and bookkeeping for medical practices.
Tax preparation and planning
Annual tax return preparation and year-round tax minimization planning.
Payroll services
Fully outsourced payroll processing.
Practice management consulting
Consulting designed for the operational realities of running a practice.
Practice valuation
Valuation of medical practices.
Practice mergers and acquisitions
M&A support on the buy or sell side of a practice transition.
Controls analysis
Analysis of internal controls within the practice.
Annual cost reporting
Annual cost reporting for medical practices that require it.
QuickBooks setup and training
QuickBooks setup and staff training tailored to the practice.
Business incorporation
Entity formation and incorporation services for new practices.
Who we work with
Practitioners and the practices they run.
Solo practitioners, partnerships, and multi-location groups across California. Whether you operate a single practice or several, the financial work scales with your business.
Ready to talk?
Schedule a free initial consultation. We will review where the practice is today and tell you how we can help.
Schedule a Free Consultation