A chart of accounts built for membership revenue, improved across every DPC we work with. Reconciled by the 10th. Reviewed before it hits your dashboard.
Federal, state, and local returns. Prepared and signed by our on-staff CPA, coordinated by the same person who’s been in your books all year. No handoff, no January scramble.
The moves that save five figures. Planned in March, not April. Reviewed every quarter so the plan keeps matching your numbers.
W‑2 for you, contractors for your specialists, reasonable comp that passes the test. Set up once, runs in the background.
Inherited a mess? We untangle commingled accounts, fix miscoded revenue, and rebuild the file. Usually cheaper than you’d guess.
Tracked all year so January is boring. Specialists, locums, cleaning, labs. If they got paid, we have the W‑9.
Most new clients are fully onboarded in 30 days. Here’s what that actually looks like.
A 30-minute call. You tell us about your practice. We tell you what we’d fix first. No pitch deck.
Read-only access to QuickBooks, bank feeds, and payroll. We audit what’s there and send a plain-English report.
We rebuild the chart of accounts, recategorize what’s off, and close out the last open month. Flat-fee quote up front.
Monthly close begins. You stop thinking about it.
We don’t evangelize software. We use the category leaders, set them up right once, and keep them out of your way. If you’re already on these, onboarding is faster.
Don’t see yours? Drop it in the form on the contact page. We answer every one.
Thirty minutes. No pitch deck. If we’re not a fit, we’ll say so and hand you a referral.