Whether you are a single practitioner or in a group practice, we can customize a financial management plan for you.
We offer a broad spectrum of financial services for the medical professional. We can assist you in every aspect of developing a successful financial future. We can help you if you are just starting your practice or if you are nearing retirement.
Our services include:
- Computer accounting systems
We can help you select an accounting package that fits the size of your practice as well as the training level of your staff.
- Personnel Training
We can educate your employees in the basic of medical practice bookkeeping. Help them learn how to do payroll, accounts receivable, accounts payable and general ledger work.
- Medical Billing
We can file electronic claims for the services you provide. We will process claims, deposit collections directly into your account and collect from past due accounts. Our fees for this service are based on a percentage of fees collected, not on a percentage of fees billed. We will customize monthly reports based upon your request.
- Payroll Services
Payroll and all the required tax filings can be confusing and costly if not done correctly. You provide us with the necessary pay information for your employees and we will do the rest. We will print your employee's paychecks, calculate and prepare necessary federal and state payroll tax deposits and prepare all necessary quarterly and annual payroll tax returns, including the employee's W-2 statements.
- Financial Statements
The most important tool in planning for the future is efficiently and successfully controlling your present financial condition. We compile financial statements on a monthly or quarterly basis to assist in monitoring the financial condition of your practice.
- Tax Planning and Compliance
As a Certified Public Accounting firm, we offer an extensive array of services for business and individuals.
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- Investment Management
As CPAs, we integrate your goals into your particular tax situation and your investment portfolio is designed with your specific tax position in mind.
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