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Book a consultation
Tell us how the practice is set up, how reimbursements and payroll actually run, and what you want help with first.
Industries We Serve
Tax, bookkeeping & advisory for healthcare practices.
Running a practice means more than caring for patients. Entity structure, staff payroll, reimbursements, and equipment all need a plan. We provide tax, bookkeeping, and advisory support so the business side stays as careful as the care you give.
Book a consultationPhysicians, dentists, private practices, and medical groups
How this work usually looks
A practice can be busy and still feel financially tight. Revenue often depends on insurance and reimbursements that don’t always arrive when the work is done. Payroll, rent, and supplies still have to be met on a regular calendar.
Entity structure, how owners are paid, equipment purchases, and — if you have more than one location — books that stay consistent across sites all affect what the practice keeps and how clearly you can see it.
The useful work is a tax plan, a monthly close, and advisory that follow the way the practice actually runs, not a generic small-business template.
We work with physicians, dentists, private practices, medical groups, therapists, med spas, and other healthcare business owners who need the practice’s books, tax plan, and advisory support to keep pace with the care they provide.
- Physicians
- Dentists
- Private practices
- Medical groups
- Therapists
- Med spas
- Healthcare business owners
Tax, bookkeeping & advisory challenges
These are the issues we see most often in healthcare practices.
- Practice entity structure and how income flows to the owners
- High-income tax planning across a busy year
- Payroll for clinical and administrative staff
- Insurance- and reimbursement-heavy revenue that doesn’t always land when work is done
- Equipment purchases and how those investments are treated for tax and cash flow
- Bookkeeping across more than one location
How Cornerstone helps
We tailor tax planning, bookkeeping, entity setup, and compliance to this work.
- Entity and S-corp planning, retirement plans, depreciation, and estimated taxes
- Monthly books, payroll support, A/R reconciliation, and KPI reporting you can use to run the practice
- Advisory on cash flow, practice growth, buying or selling a practice, and succession
- A consistent point of contact so the business side doesn’t have to wait until tax season
How we help across tax, bookkeeping & advisory
The work is tailored to this industry, with a consistent point of contact and a plan that runs through the year — not only at filing time.
Tax
Planning that fits the practice and the people who own it.
- Entity and S-corp planning, including how income flows to the owners
- Retirement plans for owners and staff
- Depreciation on equipment and practice assets
- Estimated taxes so a high-income year brings fewer surprises
Bookkeeping
Monthly books you can actually use to run the practice.
- Monthly bookkeeping and a consistent close
- Payroll support for clinical and administrative staff
- A/R reconciliation against insurance and other reimbursements
- KPI reporting so you can see how the practice is doing
Advisory
Decisions about growth, cash, and what comes next.
- Practice growth planning
- Cash flow around payroll, rent, and reimbursements
- Buying or selling a practice
- Succession planning when you are ready for the next chapter
What working with us looks like
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Get a clear plan
We’ll outline how tax, bookkeeping, and advisory should work for this practice, including entity, payroll, and the monthly close.
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Stay current through the year
From there we keep the books, payroll, and tax plan current, so the business side stays as careful as the care you give.
Ready to talk through your situation?
Book a consultation and we’ll look at how tax, bookkeeping, and advisory should work for you.
Book a consultation