Financial Management for Medical Practices
Accounting, tax, payroll, and proactive financial guidance — under one monthly fee.
Monthly Financial Management
Accounting & Bookkeeping
• Clean, accurate books
• Monthly reconciliations
• Clear financial statements delivered on schedule
Tax Planning & Compliance
• Proactive tax strategy for S-corps and partnerships
• Quarterly estimates
• Federal and state compliance
Payroll & Sales Tax
• Payroll processing and filings
• Multi-state payroll support
• Monthly sales tax returns
Financial Oversight & Planning
• Monthly financial review
• Cash flow forecasting
• Strategic guidance for growth and compensation planning
Ready for financial clarity and proactive guidance?
Book a financial strategy consult to see if we’re a fit.