
Attention: Self-Employed Physicians & Private Practice Owners Earning $500K – $5M Per Year
We start by uncovering at least $25K in legal tax savings for physicians earning $500K – $5M… then we turn that win into a complete profit, cash flow, and tax strategy for your practice.

Analyze your current tax structure to uncover hidden inefficiencies
Identify $25K+ in missed tax-saving opportunities
Pinpoint where your practice is leaking cash or profits
Show you how to increase your take-home pay without seeing more patients


We start with one clear goal: uncovering at least $25K in tax savings fast.
Once we’ve secured those savings, we use them as the foundation for a comprehensive plan to maximize profit, strengthen cash flow, and reduce your tax burden year after year.
Led by Carla Brown, EA, our fully managed service functions as your outsourced financial department – bringing together proactive tax planning, financial management, and CFO-level strategy in one integrated solution for physicians earning $500K–$5M per year.
From there, we implement your plan for you and provide the right level of reporting and advisory for your tier – quarterly sessions for Tax Strategy, monthly financial reporting for Financial Management, and monthly CFO strategy sessions for Strategic CFO – to ensure your strategy continues to deliver.
That way you can focus on patients while we make sure you keep more of what you earn.


Tax Strategy – Proactive tax advisory and hands-on implementation to capture savings and keep more of what you earn year after year.
Financial Management – Accounting, monthly reporting, forecasting, and scenario planning to give you clarity, control, and decision-ready numbers.
Strategic CFO – Monthly CFO leadership with forecasting, KPIs, and budgeting to guide complex practices and maximize long-term wealth.
White-glove coordination and oversight of your tax plan implementation through proactive guidance and seamless collaboration with your financial, legal, and insurance professionals to ensure every strategy is executed precisely and aligned with your overall financial goals
Quarterly tax advisory sessions to monitor savings, adjust strategies, and ensure your plan evolves with your practice
Mid-year tax projection & estimated payment guidance so you avoid IRS penalties and eliminate year-end surprises
Annual tax return preparation & filing that fully integrates your proactive tax strategies with built-in compliance safeguards
IRS audit support & documentation guidance to reduce stress and ensure you’re fully prepared if audited
Unlimited email support + office hours access for timely answers when decisions can’t wait
Everything in the Tax Strategy tier, plus:
Monthly accounting & reconciliations to keep your numbers accurate, timely, and audit-ready
Monthly financial statements (P&L, balance sheet, cash flow) with plain-English insights you can act on
Active oversight of accounts receivable & payable to accelerate collections, streamline disbursements, and maintain predictable cash flow
Cash flow forecasting & reserve planning to ensure payroll, taxes, and investments are always covered
Strategic scenario planning for major decisions (staffing, equipment, expansion) with modeled after-tax outcomes
Priority response for urgent finance and tax questions
Everything in the Financial Management tier, plus:
Monthly CFO strategy sessions to guide high-stakes decisions and long-term planning
Advanced forecasting & financial modeling to evaluate expansions, payer mix shifts, or staffing changes
Custom KPI dashboards & performance reviews for providers, locations, and service lines
Budgeting & compensation planning to maximize take-home pay and retain top providers
Capital allocation & banking advisory to optimize liquidity, financing, and growth investments
Practice valuation insights & growth planning to increase equity value and prepare for future exit or transition






We Stand Behind Our Work – So You Can Move Forward Without Worry
We know the value of our complimentary Tax Strategy Analysis session and the results that come from working with us – and we want you to feel completely confident as you get started.
That’s why we offer a 30-Day, No-Risk, Money-Back Guarantee on all service tiers (Tax Strategy, Financial Management, and Strategic CFO).
If you move forward with any tier and decide it’s not the right fit within the first 30 days, just let us know – we’ll refund you in full. No fine print. No questions asked.
We offer this guarantee to give you complete confidence. Most firms would never offer this. We do – because we stand behind our work, and because physicians deserve this level of trust.

A: Many physicians start seeing financial clarity within 2–4 weeks, and identify their first major tax-saving opportunity within 30 days. Cash flow gains and compensation increases often follow in the next 60–90 days. The full $50K–$250K in annual profit improvement typically unfolds over 6–12 months.
A: Not much. Beyond your initial consultation, most clients spend just 1–2 hours per quarter on strategy calls in the Tax Strategy and Financial Management tiers, and 1–2 hours per month in the Strategic CFO tier. We handle the rest. In fact, many clients gain time by handing off tasks they were managing alone.
A: Most CPAs focus on tax filing. We focus on financial transformation. We combine tax strategy, accounting, and CFO insight under one roof – and tailor it exclusively to the financial realities of physicians.
A: Great – we integrate with most platforms like QuickBooks or Xero. But software is only as good as the strategy behind it. We turn your financial data into a plan – then we execute that plan for you.
A: Most likely. We've worked with physicians in family medicine, pediatrics, dermatology, orthopedics, internal medicine, plastic surgery, psychiatry, and more. We know the nuances of different specialties – and how to optimize finances in all of them.
A: We serve solo physicians all the way up to multi-location groups with dozens of providers. Our tiered model grows with you, offering essential support early on and strategic insight as you scale.
206 East Main Street
Portageville, Missouri
Phone: (573) 379-3826