Healthcare organizations are experiencing monumental and historic changes. New legislation, technological advances, and competition demands all profoundly affect business. Recognizing that each organization is unique, our professionals listen to the challenges and goals of each client to identify opportunities, risk, and plan for the future. As a part of your team, we’ll focus our expertise on helping you with compliance, regulatory changes, and financial success, so you can focus on providing the best patient care.

Our portfolio of industry experience includes:

  • Physicians, Medical Groups, and Practice Associations
  • Hospitals and Specialty Outpatient Centers
  • Insurance Companies and Third-Party Providers


  • Income tax return preparation and filing, including multi-state taxes
  • Not-for-profit 990 filings
  • Securing and maintaining tax exempt status
  • Depreciation schedules, including depreciation options and elections
  • Cost segregation studies
  • IRS audit support
  • Payroll tax issues
  • Corporate tax planning

Accounting Services

  • Bookkeeping services and consulting
  • Payroll processing and filings
  • Financial statements, reporting, and management reports
  • Bonus calculation reviews
  • QuickBooks set-up, training, and consulting

Consulting Services

  • Business planning
  • Business valuations
  • Cash flow management
  • Financial projections and budgets
  • Operational and process improvement
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)
  • Wealth and succession planning
  • CFO services

Audit & Assurance

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Operational audits
  • Revenue cycle testing
  • Employee benefit plan audits
  • Fraud investigations and risk management
  • Reimbursement and coding evaluation
  • Agreed-upon procedures