Our Services

Monthly Bookkeeping

Your books are closed every month and summarized on one page you can read in a few minutes. If the books are behind, we bring them current first. For practices that bill insurance, we check that what your billing system says was collected actually reached the bank.

Payroll

Payroll for your front desk, clinical staff, and providers, run through Gusto and set up correctly in every state where your people work.

Tax Returns

Returns for the practice and its owner, quarterly estimates, and IRS or state notices handled by enrolled agents.

Tax Planning

A plan made each year to lower your tax bill. We look at how the practice is structured, how you are paid, your retirement contributions, and when to buy equipment.

Bill Pay

Vendor, rent, supply, and malpractice invoices paid on schedule. You approve each payment from your phone and we handle the rest.

New Practice Setup

Business structure, books, payroll, and software set up before your practice opens, so the financial side works from the first patient.

Advisory

Regular meetings about forecasts, hiring, and big purchases, built on your own books, so decisions about the future of your practice aren't based on guesswork.

Hiring & HR Support

Help finding, hiring, and onboarding staff for independent medical practices. Job descriptions, pay benchmarks, offer letters, onboarding paperwork, and an employee handbook, with a 90-day replacement guarantee.

Provider Pay Calculations

We calculate partner and provider pay each month from your production reports, following the compensation agreements you already have. The results go straight into payroll. Nobody has to do it by hand or argue over the math.

Clinician Pay

Session-based clinician pay calculated every pay run, following the practice's existing compensation agreements, so clinicians are paid correctly and on time.

Treatment Profitability

See what each treatment actually earns after product cost and commissions, and keep prepaid packages and memberships from inflating your revenue.

Multi-Entity Bookkeeping

Separate, accurate books for your practice, the building it operates in, or a med spa's management company and medical entity.

Sales Tax Filing

Sales tax on the skincare, supplements, and eyewear your practice sells is tracked and filed on time. We file in every state where you sell. The tax you collect from patients reaches the state correctly, and your books show how it got there.

Side-Income Package for Employed Physicians

Bookkeeping and tax for doctors with income outside their main job, such as locums, expert witness work, or medical directorships. Your side income is tracked, your quarterly estimates are calculated, and your return is prepared by enrolled agents.