Medical Practices

Together, we can achieve a balance of short- and long-term success, tackle complex challenges, and allow you to focus on delivering the highest quality, cost-efficient patient care.

I deliver crucial insights and innovative solutions tailored to your specific needs.

My hands-on experience and industry knowledge enable me to transform complexity into opportunity, providing clarity for both your current situation and future goals.

In today's rapidly evolving healthcare landscape, hospitals, medical practices of all sizes, and solo practitioners face unprecedented challenges. From navigating emerging technologies and changing regulations to managing pricing pressures and increased patient demand, healthcare providers must balance delivering optimal care with creating value. For private stakeholders and investors, the focus is on protecting and growing wealth while securing sound exit strategies.

As a CPA consultant specializing in the healthcare sector, I provide a multifaceted approach designed to meet the unique needs of healthcare providers and entrepreneurs. In a patient-centric and digitally driven world, having a knowledgeable and specialized partner is more essential than ever.

I’m committed to addressing what matters most to you—whether it’s navigating healthcare regulations, optimizing operations, or developing strategic growth plans.

As a seasoned CPA, I bring a wealth of expertise to every engagement. By utilizing data-driven analytics and understanding your organizational culture, I deliver crucial insights and innovative solutions tailored to your specific needs.

Let’s work together to drive meaningful impact and ensure your practice thrives.

Book a consultation today to start optimizing your practice for success.

Manage . Optimize . Transition .

Manage . Optimize . Transition .

Manage

I manage medical practices by offering a comprehensive range of services. My goal is to ensure your practice operates efficiently and profitably, providing you with the financial insights needed to succeed.

  • Accounts receivable analysis

  • Accounting systems design and implementation

  • Bookkeeping and financial statement preparation

  • Compensation planning

  • Medical practice management services

  • Payroll services

  • Practice evaluation

  • Profitability analysis

  • Revenue cycle analysis and metrics

  • Tax planning and preparation for the business and the respective business owners

Optimize

I offer a wide range of specialized services designed to optimize medical practices. I will enhance efficiency and ensure compliance. My holistic approach means you are getting a full circle service. Benefit from my experience to strengthen your practice's financial health and operational effectiveness.

  • Budgeting and forecasting

  • CFO advisory services

  • Cost segregation

  • Federal and state tax compliance

  • Financial benchmarking

  • Operational assessment and improvement

  • Payroll tax strategies

  • Practice benchmarking

  • Training for financial personnel

  • Due diligence

  • Assist with fraud investigations

  • Internal controls and designs

  • Litigation support

Transition

Is your medical practice navigating a transition? I can provide expert services tailored to your unique needs.

  • Entity selection

  • Merger and acquisition support

  • Partnership transition strategies and agreements

  • Practice startup planning and implementation

  • Practice valuation

  • Retirement planning and implementation

  • Assist with selling your business or transitioning to a new owner