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Healthcare

Practice ManagementMeets Financial Strategy

Revenue cycle optimization, compliance-aware accounting, and strategic financial guidance for medical practices and healthcare organizations.

Review Your Practice Finances
Industry Challenges

Healthcare Finance Has Unique Complexity

Medical practices face financial challenges that general accountants simply don't understand.

Revenue Cycle Delays

Unlike retail, healthcare gets paid weeks or months after service, often with adjustments, denials, and audits.

Payer Mix Complexity

Medicare, Medicaid, commercial insurance, and self-pay each have different rates, timing, and compliance requirements.

Regulatory Burden

HIPAA, OIG compliance, Stark Law, and ever-changing healthcare regulations require financial systems that support compliance.

Practice Valuation

Whether for buy-in, buy-out, or sale, understanding practice value requires healthcare-specific methodologies.

Physician Compensation

Structuring compensation that motivates productivity while maintaining compliance requires careful planning.

Medical practice
$100K+
Annual Retirement Contributions
Our Approach

Financial Systems That Support Patient Care

Primary Service

Outsourced Controller & CFO Services

We handle the financial complexity so you can focus on patients:

  • Revenue cycle analysis and collection optimization
  • Payer contract analysis and reimbursement tracking
  • Provider productivity reporting and compensation modeling
  • Practice benchmarking against industry standards
  • Cash flow management accounting for reimbursement timing
  • HIPAA-compliant financial systems and processes
Tax Strategy

Tax Strategy for Healthcare

With the financial foundation in place, we optimize your tax position:

  • Practice entity structure (S-Corp, partnership, etc.) for physician tax efficiency
  • Retirement plan design maximizing physician contributions
  • Equipment depreciation and Section 179 planning
  • Real estate ownership structures for practice property
  • Succession and transition tax planning
Healthcare
By The Numbers

Key Statistics

82%
Business failures trace to cash flow, compounded by reimbursement delays
$100K+
Possible annual physician retirement contributions
Specific
Healthcare multiples and valuation methodologies required
FAQ

Common Questions

For high-earning healthcare professionals, a cash balance plan combined with a 401(k) can allow total annual contributions exceeding $300,000 depending on age and compensation. These plans are particularly effective for practices with older, higher-earning partners.
It depends on your state, number of partners, and compensation structure. S-Corps can provide self-employment tax savings, but have restrictions and reasonable compensation requirements. We analyze your specific situation to recommend the optimal structure.
Many practitioners benefit from owning practice real estate in a separate entity that leases to the practice. This provides asset protection, creates retirement income, and offers additional tax planning opportunities. The optimal structure depends on your specific situation.
Ideally 5-10 years before your planned exit. Early planning allows you to structure the transition tax-efficiently, groom successors, and maximize the value you extract from your life's work. Waiting until you are ready to leave limits your options.

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Healthcare

Let's Review Your Practice Finances

Schedule a consultation to find opportunities and improve your financial position.

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