Running a healthcare or wellness business comes with its own set of financial complexities — from managing patient billing and insurance reimbursements to navigating medical equipment deductions and regulatory compliance.We provide accounting, tax, and advisory services tailored to medical professionals, clinics, and wellness providers — so you can focus on patient care, not paperwork.
Stay organized with precise tracking of revenue, insurance reimbursements, co-pays, and patient receivables. We create a clear separation between business and personal expenses, ensuring your books stay compliant and audit-ready.
We understand the deductions, credits, and depreciation rules unique to health care — including equipment purchases, continuing education, office improvements, and staff training. Our proactive approach minimizes tax liability while keeping your practice compliant.
From salaried staff to part-time therapists and 1099 specialists, we handle payroll and contractor payments efficiently — ensuring accurate tax withholdings, benefits tracking, and timely filings.
We help you plan for recurring costs like rent, software subscriptions, and supplies — and model future cash needs for expansion, equipment upgrades, or staffing.
Opening a new location, adding partners, or expanding into telehealth? We’ll help you select the right structure (LLC, S-Corp, or partnership), assess tax impacts, and set up systems that scale easily.
Health care is heavily regulated — and so are its tax requirements. We ensure your financial processes meet HIPAA standards for data protection and support you in case of any tax audits or compliance checks.
We take care of your books and tax planning so you can dedicate more time to patient care and business growth.
Get custom dashboards that show your monthly revenue, operating costs, and net profitability — giving you instant clarity to make confident business decisions.
Whether you’re hiring staff, opening a new clinic, or launching an online wellness brand, we’ll guide you through each financial and tax step.
Our team works with physicians, therapists, and wellness entrepreneurs across the country — bringing deep experience and proven financial strategies to your side.
