PRACTICE PARTNER CPAs
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Partnership Tiers

Four tiers. One platform. Every tier includes the full stack.

Every tier delivers the MSO Platform — financial close, KPI dashboards, year-round tax strategy, and direct partner access. What scales is depth and cadence.

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Healthcare partnership tiers
Choose Your Depth

Built around revenue and complexity.

Most practices start in Foundation or Growth and move up as they expand locations, partners, or providers.

Foundation
$795/mo
Best for solo & emerging practices · $300K–$1.2M revenue
  • Monthly close + Practice Health Dashboard
  • Annual tax planning + return prep
  • Quarterly strategy call with Ronak
  • Vendor network access
  • 24-hour email response window
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Most common
Growth
$1,500/mo
Best for multi-provider practices · $1M–$3M revenue
  • Everything in Foundation
  • Year-round proactive tax strategy
  • Multi-state nexus & payroll
  • EHR integration & benchmarking
  • Monthly strategy access
  • Specialty KPI scorecard
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Scale
$3,000/mo
Best for multi-location groups · $3M–$10M revenue
  • Everything in Growth
  • M&A & valuation tracking
  • Partner buy-in/buy-out modeling
  • Real estate & cost segregation
  • Bi-weekly strategy cadence
  • Custom reporting suite
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CFO Partnership
Custom
Best for $10M+ groups, DSO-track, or exit prep
  • Everything in Scale
  • Embedded fractional CFO
  • Board-ready reporting
  • Full M&A execution support
  • Weekly cadence + on-demand
  • Custom KPI architecture
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Tier Comparison

What changes as you scale.

The platform stays the same. The cadence, depth, and advisory layer scale to your stage.

$795/mo
Foundation
$1,500/mo
Growth
$3,000/mo +
Scale & CFO
Monthly close & dashboard
Included
Included
Included + custom
Tax strategy
Annual
Year-round
Year-round + M&A
Strategy cadence with Ronak
Quarterly
Monthly
Bi-weekly — weekly
Multi-state & payroll
A la carte
Included
Included
Partner / M&A modeling
A la carte
A la carte
Included
Equity taken
0%
0%
0%
Common Questions

What practice owners ask before they sign.

Is there a setup or onboarding fee?
No. The flat monthly fee covers a 30-day onboarding sprint — books cleanup, EHR/PMS integration, KPI baseline, prior-year tax review. You pay the monthly fee. That's it.
Do you take equity in my practice?
Never. 0%. Practice Partner CPAs is the third way for practice owners who refuse to sell — equity-free, flat-fee, year-round.
What if my revenue is growing and I outgrow my tier?
You move up when the cadence makes sense — usually around a hiring decision, second location, or partner buy-in. There's no penalty and no minimum term to switch tiers.
How does this save me 3–5× the annual fee in tax?
Most practices come to us under-optimized on entity structure, retirement plan design, PTE election, depreciation, and multi-state. Year-one savings of $25K–$120K+ are common across the six specialties we serve.
Do you work with practices outside California?
Yes — all 50 states. We're a registered California CPA firm operating under Milestone CPA, serving healthcare practice owners nationwide.
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Pick a tier or just talk it through.

If you're not sure which tier fits, book a free 30-minute conversation. Ronak will walk through your numbers and tell you straight.

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Or call (925) 320-0309 · ronak@practicepartnercpas.com · Replies within 24 hours