Independent Practice Accounting and Finance

We understand the changing healthcare environment


Navigating the complex, ever-changing nature of your business is a constant challenge.  Our significant depth of resources in finance, accounting and consulting services provide your organization a highly experienced team when you need it most.

Our mission is to help our clients reach their business and organizational goals by providing financial services including audit and assurance services, exempt organization tax services, financial planning and tax minimization, as well as business and organizational consulting. The team’s deep understanding of the healthcare industry and their professional expertise, create a holistic approach to the specific needs and challenges of individual healthcare organizations.

Financial Services for all healthcare organizations. 

We work closely with all types of healthcare organizations including Assisted Living Care Facilities, Hospitals and Healthcare Systems,  as well as Single and Multi-specialty Medical Practices.

Our healthcare services include the following:

  • Financial statement audits and reviews
  • Employee benefit plan audits
  • Tax planning and advisory services
  • Compensation design and strategy
  • Profitability reviews
  • Internal control reviews and risk assessments
  • Outsourced accounting services, including CFO, Controller, or other loaned staff
  • Core accounting services
  • Coding and reimbursement consultation

In addition, we specialize in Physician’s Private Client Services delivery comprehensive financial and wealth management services.


Healthcare Practice Valuation Services 

Whether your organization is acquiring a practice, merging with another entity or considering the impact of Accountable Care Organizations, the value of the practice is an important consideration. We can provide useful and objective analysis to assist you in the valuation process. Our valuation services assist CPAs and other financial advisors in healthcare transitions.

Our professionals have been involved in a range of healthcare valuations from single specialty to large multi-specialty practices in the healthcare industry. Our healthcare services groups works daily in the industry and understands the complexity of a practice valuation.

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Our professionals bring knowledge and proven approaches together to ensure that your business makes the right financial decisions to grow and prosper.