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Accounting and tax planning for medical practices.
Specialized accounting and CFO services for medical practices and healthcare organizations. We help you stay compliant, manage cash flow and reduce tax liabilities, so you can focus on patient care.

OUR FOCUS
Compliance · Cash flow · Lower taxes
Free and confidential. No obligation.
CPA Led-Firm
Licensed tax attorney on the team
25+ years executive tax and CFO experience
BBB A+ accredited
Phase 2: Strategic Vision:
(Current Budget, Strategic Goals, Organizational Chart & Key Personnel.)
WHAT WE HELP WITH
The financial side of your practice, handled.
Practice bookkeeping
Clean monthly books and reports that show how your practice is really performing.
Cash flow management
Forecasts that account for the gap between seeing patients and getting paid.
Tax planning for owners
Proactive strategies for entity structure, retirement contributions and equipment purchases.
Starting or growing a practice
The right entity and financial setup from day one.
WHAT WE WATCH WITH YOU
The numbers that tell you how your practice is doing.
Collections
How much you bill versus how much actually arrives, and how fast.
Overhead
Staff, rent and supply costs compared with revenue, month by month.
Cash runway
What you'll have on hand in the months ahead, before you hire or invest.
Tax position
Estimated liability during the year, so there are no April surprises.
FAQ
Healthcare questions,
answered.
Call 855-4-TAXULO
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