You Didn't Go to School for This.
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"I earn good money but my tax bill every year feels way higher than it should be"
"I earn good money but my tax bill every year feels way higher than it should be"
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"I didn't spend years training to spend my evenings on bookkeeping"
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"My accountant files my return once a year and never once mentioned ways to reduce what I owe"
"My accountant files my return once a year and never once mentioned ways to reduce what I owe"
Who This Is For
We work with solo practitioners and small practice owners across clinical and allied health who know their accounting deserves more than a once-a-year phone call. You hold yourself to a high standard clinically. We hold ourselves to the same standard with your books.
What's Included
Bookkeeping
- ​Transactions categorized and reconciled every month
- Practice revenue and expenses tracked separately from personal finances
- QuickBooks Online managed on your behalf
- Clean books delivered without you lifting a finger
Tax Filing
- ​Federal and state business tax return
- Owner's personal 1040 included in all bundle plans
- Estimated tax calculations so you're never caught off guard
- S-Corp structure and reasonable compensation review for eligible practitioners
Business Insights
- Financial reports covering revenue, expenses, and net profit
- Key metrics tracked and tailored to your business
- Know how your business is performing on a regular basis
- Quarterly business review call on mid and high tier plans
Why Us?
Running a healthcare practice is not like running most businesses. Your income can be high but your overhead is real, your billing is complex, and the gap between what you earn and what you actually keep after taxes can be surprisingly wide.
Most accountants file your return and leave that gap exactly where it is. We approach every healthcare client with the same question: what can we do throughout the year, not just at tax time, to make sure you are keeping more of what you earn.
Most accountants file your return and leave that gap exactly where it is. We approach every healthcare client with the same question: what can we do throughout the year, not just at tax time, to make sure you are keeping more of what you earn.
Before starting S.M. CPA & Accounting I spent over 10 years at a Big 4 firm across accounting and advisory, followed by a role as the first finance hire at a venture-backed startup. That range of experience, from working with large institutional clients to building financial infrastructure from scratch inside a growing business, shapes how I approach every client in this space.