Industries
We work almost exclusively with organizations that serve people, so we already know your revenue model, your reporting requirements and your regulators.
What We Offer
We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.
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Medical, dental and specialty practices, urgent care, home health and hospice agencies.
• Payer mix, collections and productivity reporting by provider
• Provider compensation models and partner buy-ins
• Medicare cost report readiness and agency financial statements
• Entity structure for practice owners and management companies
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Therapists, counseling groups, psychiatry practices and treatment centers.
• Books that separate program, administrative and fundraising costs
• Grant and contract tracking for state-funded programs
• Cash flow planning around delayed reimbursements
• Tax planning for group practices and 1099 clinician models
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Condominium, townhome and planned-community associations and their management companies.
• Board-ready monthly financials and budget-to-actual reports
• Reserve fund tracking and reserve study coordination
• Form 1120-H and 1120 returns and Arizona filings
• CPA reviews, compilations and agreed-upon procedures required by state statute or bylaws
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Community organizations, faith-based groups, foundations and charter schools.
• Fund accounting with restricted and unrestricted net assets
• Form 990 preparation and tax-exempt status applications and reinstatements
• Grant budgets, compliance reporting and single-audit readiness
• Board treasurer and finance committee support
Not sure if we're a fit?We also serve professional service firms and small businesses with similar needs. Ask.