Services for Medical Practices and Physicians

The efficient operation of a medical practice enables the physician owners to maximize their financial wealth. The owners of the practice should devote the majority of their time to servicing their patients.

Davie Kaplan assists our medical practice clients to achieve a profitable and successful firm. The services we offer in this area include the following:

• Preparation of financial statements (compilations, reviews, audits)
• Bookkeeping services
• Retirement plan analysis and planning
• Retirement plan administration
• Income tax planning for the practice and the physicians
• Budgeting and cash flow analysis
• Accounting software analysis
• Personal financial planning
• Lease versus purchase of office analysis
• Assist with buy in/buy out of physicians
• Preparation of all tax related returns
• Analysis of internal accounting controls

For more information, contact Gary A. DeBellis