Independent Practice Financial + Accounting Services

We understand the changing healthcare environment.

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Navigating the complex, ever-changing nature of your business is a constant challenge.

Our significant depth of resources in finance, accounting and consulting services provide your organization a highly experienced team when you need it most.

Our mission is to help our clients reach their business and organizational goals by providing financial services including audit and assurance services, exempt organization tax services, financial planning and tax minimization, as well as business and organizational consulting. The team’s deep understanding of the healthcare industry and their professional expertise, create a holistic approach to the specific needs and challenges of individual healthcare organizations.

Financial services for all healthcare organizations

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We work closely with all types of healthcare organizations including assisted living care facilities, hospitals and healthcare systems, and single and multi-specialty medical practices. In addition, we specialize in private wealth tax services for physicians, delivering comprehensive financial and wealth management services.

Our healthcare services include the following:
  • Financial statement audits and reviews
  • Employee benefit plan audits
  • Tax planning and advisory services
  • Compensation design and strategy
  • Profitability reviews
  • Internal control reviews and risk assessments
  • Outsourced accounting services, including CFO, Controller, or other loaned staff
  • Core accounting services

Healthcare practice valuation services

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Whether your organization is acquiring a practice, merging with another entity or considering the impact of accountable care organizations, the value of the practice is an important consideration. We can provide useful and objective analysis to assist you in the valuation process. Our valuation services assist CPAs and other financial advisors in healthcare transitions.

Our professionals have been involved in a range of healthcare valuations from single specialty to large multi-specialty practices in the healthcare industry. Our healthcare services group works daily in the industry and understands the complexity of a practice valuation.