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, strategic advisory, and full bookkeeping in one integrated solution for physicians earning $500K – $5M per year.
From there, we implement your plan for you, handle the ongoing adjustments, and meet with you regularly to ensure your strategy continues to deliver – so you can focus on patients while we make sure you keep more of what you earn.
Accountant – for essential monthly bookkeeping and tax compliance
Advisor – for growing practices that need proactive financial strategy
Virtual CFO – for established practices seeking high-level planning and hands-on guidance across all areas of the business
Monthly bookkeeping and reconciliations so your numbers are accurate, timely, and audit‑ready
Monthly financial reports (P&L, balance sheet, cash flow) with plain‑English insights you can act on
Quarterly review calls to spot trends, answer questions, and prevent year‑end surprises
Annual tax preparation and filing with compliance checkpoints to minimize risk
Secure document portal for fast, organized information exchange
Unlimited email support + office‑hours access for quick answers when decisions can’t wait
Monthly 1:1 advisory sessions to uncover profit and tax-saving opportunities – and track progress toward your goals
Proactive quarterly tax planning to legally unlock $25K – $100K in annual savings through compensation planning, retirement contributions, and depreciation strategies
Entity structure optimization to align income, payroll, and distributions with your tax plan
Cash flow forecasting and reserve planning so payroll, taxes, and investments are funded on time
Scenario planning for key decisions (hiring, equipment, location) with modeled after‑tax impact
Priority response (same business day) for urgent finance and tax questions
Monthly CFO strategy sessions to lead high‑stakes decisions, manage complex structures, and drive long‑term after‑tax growth
Advanced forecasting & financial modeling to show how changes in services, staffing, or payer mix will affect your after-tax profit
Custom KPI design & performance reviews so every provider, location, and service line is accountable to your growth and profit targets
Budgeting and compensation planning that maximize your take-home pay and keep top providers motivated
Coordination across multiple entities, real estate, and trusts to ensure everything is structured in the most tax-efficient way possible
Capital allocation & banking advisory so you always have the funding to invest, grow, and maintain smooth cash flow
Full coordination with legal, insurance, and wealth advisors so every move is aligned, compliant, and tax-efficient
We Stand Behind Our Work – So You Can Move Forward Without Worry
We know the value of the Profit & Tax Strategy Analysis 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.
If you move forward with any of our services 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 doctors 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 month on strategy calls with our team. 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