Each month you’ll get curated reports — including your profit & loss statement, balance sheet, and uncategorized income/expenses — so you can clearly see how your practice is performing month over month.

Have a question or need some clarity? Send us an email anytime — we’re here to help and will respond within the next full business day.

Accurate numbers is where it all starts. We’ll keep your books organized and accurate every month so you always know where your practice stands.

You'll have a dedicated Accounting Specialist, your go-to accounting and industry expert who knows the ins and outs of your practice. Your Accounting Specialist will keep your financials in order and whenever questions arise, they’ll be right there to help.

We’ll help you navigate the financial side of hiring by evaluating your compensation structure, recommending profitable and sustainable pay strategies, and preparing calculators to compare multiple compensation scenarios if you’re considering a change. You’ll always make the final call for your practice, but you’ll be empowered with data and support.

You run payroll, we’ll provide our support. We’ll answer payroll questions, help sync your payroll system with QuickBooks Online, assist with payroll notices, and ensure your benefits and time-off policies are set up correctly. You'll handle day-to-day tasks like tracking time off, managing benefits, and adding new team members.

We’ll meet to review your financials, track progress toward your goals, and adjust your strategy as your practice evolves. You’ll get clear insights, actionable recommendations, and steady guidance to keep your business on a sustainable, profitable path.

Core: 2 Meetings Annually | Full: Quarterly Meetings | CFO: Monthly Meetings

We’ve developed Success Ratios for private practices based on years of studying the habits of highly successful practice owners. We’ll measure your business against our Success Ratios so you can see which areas are doing well and which need improvement.

We'll track and evaluate profitability, expense trends, team capacity metrics, and team performance trends with our in-house developed Practice Performance Tracker. These clear insights will help you understand your practice and make confident, informed decisions.

Planning ahead can give you peace of mind and guidance. A little accountability also goes a long way! We'll track your income and expenses compared to the budget monthly and forecast what’s to come for the remainder of the year.

See your financial health at a glance with our proprietary dashboard that tracks your most important numbers and showcases how your practice is evolving over time.

We’ll take a look at your tax return, propose tax-saving opportunities, and make strategic recommendations from a holistic view of your tax situation and cash flow.

A member of our Tax Team will meet with you to talk through tax strategy for your specific situation, present tax-advantaged opportunities, and answer questions you may have about your Tax Plan.

We’ll determine which of your vendors need 1099s, then prepare and file your 1099s so your contractors and the IRS get what they need — without the headache. 1099 preparation is a separate, optional engagement.

Additional Fee Applies

Our experienced Tax Team is available to accurately prepare your business and individual tax returns as a monthly client. *Tax preparation is a separate, optional engagement. You must be an active client on December 31st of the tax year in order to be eligible for tax preparation services.

Additional Fees Apply