Monthly Tax and Accounting Support for Healthcare Providers
A complete monthly solution for practices that want accurate books, timely filings, and fewer surprises throughout the year.
Running a healthcare practice leaves little margin for accounting errors or missed deadlines. This package exists for owners who want their accounting, payroll, and taxes handled consistently without having to manage multiple vendors or chase down answers.
One flat monthly fee. No hourly billing. No nickel-and-diming.
Who this package is for.
This package is a strong fit if you want:
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Accurate monthly financials you can trust
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Payroll and sales tax handled correctly and on time
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Business and personal tax returns prepared without last-minute stress
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One point of contact who knows your business
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A predictable monthly fee with no surprise invoices
If you want clean numbers and reliable execution, this is the foundation.
The problems this package removes.
Most new clients come to us dealing with at least one of these issues:
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Books that lag behind reality
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Financial statements they do not fully trust
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Payroll and sales tax that feel fragile
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Tax prep that starts too late in the year
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Unclear communication about who handles what
The Maintenance Package removes these friction points by putting structure and accountability around your monthly accounting.
What working with us looks like.
Onboarding.
We gather prior year returns, current financials, payroll access, and sales data. We confirm entity details and filing requirements. We establish communication channels and timelines so expectations are clear from day one.
Monthly workflow.
Your books are updated and reviewed each month. Financial statements are prepared in a clear, readable format. Payroll and sales tax filings are processed on schedule. Questions are addressed through your dedicated point of contact.
Ongoing support.
You are not passed between departments. When something changes in your business, there is someone who already understands the context and responds quickly.
Monthly accounting and bookkeeping
Keeps your financial data current so decisions are based on real numbers.
Monthly financial statements
Provides visibility into income, expenses, and trends without accounting noise.
Business entity tax preparation
Ensures accurate and timely filing for your practice.
Personal tax preparation
Aligns business reporting with your individual return.
Payroll with time clock reporting
Supports accurate payroll processing and documentation.
Sales tax reporting
Reduces risk tied to multi-jurisdiction filings and deadlines.
Dedicated point of contact
One relationship, not a ticket system.
Flat monthly fee
No hourly billing. No surprise charges.
What this package does not include.
This package focuses on execution and compliance. It does not include proactive tax restructuring, entity redesign, or long-term tax strategy modeling.
Looking for proactive tax planning. View our Advisory Service Package.
Have questions? Visit our FAQs page for clear answers tailored to pharmacy and healthcare clinic owners.