Common questions.

Four things are true of a practice and false of most other businesses: a third party decides what you get paid, you are often paid before you deliver, your largest cost is also what generates your revenue, and your capacity is physically fixed. A standard chart of accounts mishandles all four, and always in the same direction — it makes the practice look healthier than it is.

We close the month, then walk the statements with you line by line: what changed, what it means, and what decision it points to. You leave knowing your production-to-collections gap, your margin by provider or service line, and where the next dollar should go.

Usually. We do both halves of the job — the close and the read — so the same people are accountable for whether the numbers are right and what they mean.

After the first call and a look at your file, you get a written scope and fee — what we will do, on what cadence, and what it costs, before you commit to anything ongoing. Scope depends on practice size and complexity: transaction volume, number of providers, locations and entities, whether you carry inventory, and how much deferred revenue the model involves. No surprise scope later.

We keep the books and do the CFO work, and we work alongside your CPA — so they file from clean, closed financials and you get entity and equipment decisions modeled during the year. If you want one firm handling the return as well, say so on the first call and we will point you to firms that do.