Now it's a monthly partnership. Practice Partner CPAs delivers the back-office infrastructure of a traditional MSO — financial operations, tax strategy, KPI visibility, vendor network, strategic advisory, regulatory tracking — without taking equity. Eight integrated functions. One direct CPA + MBA partner. Built only for healthcare practices.
A traditional MSO consolidates the back-office of multiple practices. The pitch to the practice owner is: "Sell us 70% of your equity and we'll give you the operating leverage — better tax strategy, better vendor pricing, better operational infrastructure than you could ever afford alone." The math often works. The trade-off is loss of ownership, loss of operating control, and a new employment relationship with the consolidator.
The generalist CPA, meanwhile, is too thin to deliver real specialty leverage. They file your returns, maybe reconcile your books, and disappear. You build the operating layer yourself — by hand, late at night.
Practice Partner CPAs delivers the same operating leverage as a fee-for-service partnership. We aggregate specialty expertise across our healthcare-only client base, which gives us depth no individual practice could maintain in-house. We aggregate vendor relationships, which gives our clients group purchasing pricing. We aggregate regulatory tracking, which gives our clients early warning on policy changes.
The leverage is real. The equity stays yours. The practice stays yours.
Each function lives on its own. Together they deliver the operating leverage of a traditional MSO. Every engagement at every tier includes the platform — only the depth, frequency, and scope vary by tier.
They're GAAP-compliant. They tie to last year. The bank rec is clean. The financial picture is accurate, current, and trustworthy. The end of every month is not a fire drill — it's a routine.
Specialty-specific KPIs updated monthly. The metrics that drive your specialty, not generic small-business indicators. Revenue per provider. Payer mix profitability. AR aging. Capacity utilization. Whatever moves the needle in your practice gets tracked.
Tax planning runs all year. We identify strategies months in advance, model them against your projected income, and back them with actual filings — not theoretical projections. The work compounds: each year's planning becomes the foundation for the next.
Hiring decisions, associate comp negotiations, partner buy-ins, owner draws — all run through real modeling first. You walk into the conversation with the answer already, not the question.
When you need a healthcare-specialized attorney, banker, retirement plan administrator, broker, or M&A advisor — you get a vetted introduction from someone who's worked with them on healthcare clients. The network is one of the highest-value deliverables of the partnership.
CMS updates, payer policy changes, state-specific filing requirements — tracked by us, translated into financial impact, delivered before they reach your practice. Less reading the journal. Less surprise.
When you need to think through a consequential decision — opening a second location, evaluating a DSO offer, structuring succession, planning an exit — there's a partner at the table. The conversation that doesn't happen well alone happens with us in the room.
Not a junior associate. Not a gatekept email queue. Direct phone, email, text, and calendar access. The CPA + MBA you signed with is the CPA + MBA on every consequential conversation.
The operating leverage isn't free. It's just dramatically more efficient when you aggregate it across a specialty-deep client base.
Start with a 30-minute conversation. We'll walk through which of the 8 functions move the needle most for your specific practice — and what an engagement would look like.