The Challenge
This CPA firm worked with doctors, dentists, and clinic networks who needed:
- Dedicated Financial Oversight: Clinics lacked financial clarity by department (surgery, consults, diagnostics).
- Payroll Issues: Frequent errors in staff and doctor payments.
- Delayed CFO Reporting: Monthly insights were often sent late or incomplete.
Our Solution
We built a medical accounting delivery model:
Department-Level Financials
- Categorized income/expenses by service line.
- Tracked provider-level performance (revenue per practitioner).
Payroll Automation & Reporting
- Used Gusto and ADP for timely, categorized payroll.
- Delivered P&L dashboards, margin reports, and budget planning tools.
The Results
After just six months of working with us, the business experienced tangible improvements:
Key Takeaways
- Outsourced accounting helps healthcare CPAs deliver CFO-level services.
- Departmental reports unlock insight for private practices.
- Reliable payroll and margins drive better clinic growth.
Client Testimonial
We now provide real CFO value to every clinic client without expanding our internal team.
Advisory Director, Healthcare CPA Firm
Denver
CFO-Level Support for Medical & Dental CPA Firms
Clean reports. On-time payroll. Strategic insight.
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