Consulting

Our consulting services include a visit to the client's office by a consultant on a monthly basis to meet with the physician(s) and discuss the practice financials in detail. We keep the client up to date on the financial health of their practice, identify areas that require special attention, and establish close working relationships with the client and their staff. Each month, we provide monthly financial statements including income statements, balance sheet, and general ledger, including payroll summaries and check register listings of the practice's financial activity for the previous month.  On a quarterly basis, we prepare all federal and state payroll tax returns. At year-end we prepare all W-2s, 1099s, and annual property tax listings due for the city and county.

Some additional areas of consulting include:

• Practice Business Structure: solo or group arrangements, partnerships, limited liability companies, or corporations.
• Financial Management: From fee and expense evaluation to accounting, budgeting, and collections.
• Office Operations: Efficient office usage through appointments, record-keeping and proper data processing.
• Personnel Administration: Recruitment, training, evaluation, utilization, and payment of employees. We also offer payroll services.
• Tax Planning Consultation: Individual and business tax return preparation and any audit assistance needed.
• Retirement Plan Services: Design, implementation, and accounting of corporate plans, Keoghs, Simple IRAs and SEPs.
• Facility Management: Office design and layout, equipment procurement, and practice relocation.
• Marketing Plans: Practice evaluation, demographic studies, and strategic plan development.

Click here to see information about our consultants.