Four disciplines, one partnership. The financial operations, dashboard, tax strategy, and advisory layer that a private-equity MSO would install in your practice — without taking equity, control, or upside.
Private-equity-backed MSOs and DSOs deliver real operating leverage. They install close discipline, KPI reporting, payer benchmarks, and tax strategy. But they charge with equity — 60–80% of your practice in exchange for the infrastructure.
We install the same infrastructure — flat-fee, equity-free, year-round.
Most firms sell you bookkeeping and upcharge for everything else. We deliver the full stack, baked in.
Monthly close by the 10th. Specialty chart of accounts. EHR + PMS + payroll integrations. Audit-ready GAAP books.
Specialty KPIs in one view. Revenue per provider, payer mix, AR aging, schedule utilization, vs. specialty benchmarks.
S-corp optimization. Retirement plan design. PTE election. Cost segregation. Quarterly projections. Multi-state nexus.
A CPA + MBA in the room. Hiring decisions, expansion modeling, DSO offer evaluation, partner buy-in/buy-out, succession.
Same rigor every month. No surprises. No hourly billing.
The platform is designed around four numbers that compound for a practice owner.
Book a free 30-minute conversation directly with Ronak. We'll map what would change — in your books, your taxes, and your week — in the first 90 days.