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Accounting & Management

We specialize in providing full-service bookkeeping, payroll, accounting and management advisory services to small healthcare and other professional practices that may not be large enough to employ full-time office managers or bookkeepers, but still need timely, accurate financial information. Our services are also invaluable to small group practices that need their office managers to focus on what's important: the efficient operation of the office and maximizing collections. 

Our monthly retainer-based billing structure is unique in that it provides affordable accounting, payroll, and management advisory services while encouraging an open line of communication between our staff and our clients. We are firm believers that timely financial information provides our clients with the tools to make educated decisions to achieve their immediate and long-term goals. Our billing structure makes it affordable. 

Some of the services we provide as part of the monthly retainer are:

  • Preparing bank reconciliations and providing adjustments to the client.
  • Posting transactions to the general ledger.
  • Preparing monthly financial statements.
  • Reconciliation of monthly billing reports with bank deposits.
  • On-time payroll services utilizing ADP©’s RUN back-office platform. 
  • Preparation of 1099’s.
  • Business tax compliance (business licenses, personal property tax returns, etc.)
  • Management advisory services as needed. 
  • Business entity selection and start-up services.
  • Annual meetings and periodic reviews at the client's request.

Additional services we provide on a fee-for-service basis are:

  • Accounts payable services.
  • Business valuations.
  • Succession and exit planning.
  • Healthcare consulting engagements.