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.

‍