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Compliance Advisory Package:

Our Compliance Advisory Package offers essential financial support tailored for newly launched medical practices or those in the early stages of growth. With a commitment of up to 10 hours per month, we provide monthly virtual strategy sessions to discuss key financial matters. This package is ideal for practices seeking to establish a strong financial foundation without incurring excessive costs. Our basic advisory services cover essential areas such as accounting transactional services, financial planning, budgeting, and tax advisory, ensuring that your practice can manage startup expenses efficiently. While the scope is limited, this package offers valuable support to address essential financial needs during the initial phase of your business.

Business Advisory Package:

For medical practices experiencing growth and expansion, our Business Advisory Package offers an expanded range of services to support increased financial complexity. With a commitment of 15-20 hours per month, we hold bi-weekly virtual strategy sessions to discuss financial strategies and objectives. This package is designed to provide comprehensive financial support as your practice scales operations. In addition to basic advisory services, we offer assistance with cash flow management, budget variance analysis, and financial forecasting. Our goal is to help your practice make informed financial decisions, optimize performance, and capitalize on growth opportunities.

Performance & Strategic Advisory Package:

Our Performance & Strategic Advisory Package is tailored for established medical practices with sophisticated financial needs and ambitious growth objectives. With a commitment of 25-30 hours per month, we hold weekly virtual strategy sessions to provide CFO-level guidance and strategic financial consulting. This comprehensive package includes advanced financial analysis, customized reporting, and strategic planning to drive long-term success. From strategic tax planning and compliance assurance to audit support, our experienced advisors offer dedicated support to maximize financial performance and minimize risk. Ideal for practices aiming for sustained growth and financial excellence, this package ensures that your practice receives the highest level of financial expertise and support.

Investment:

Our investment structure is designed to be flexible and scalable, ensuring that you receive tailored services that meet your practice's specific needs. The base fee for our advisory packages is $1,000 per month for the practice, with an additional $250 per month for each physician in the practice. This fee covers the transactional advisory portion of each engagement, providing essential support for your financial management needs. In addition to the base fee, we offer a scaled monthly management advisory fee starting at $500/month, which is based on the level of service you choose. This fee ensures that you receive the appropriate support for your practice's stage of growth, whether you're just starting out or expanding rapidly. Our transparent pricing model allows you to budget effectively and understand the cost implications as your practice evolves. With our flexible pricing options, you can confidently invest in the financial advisory services that will help your practice thrive.