Healthcare Practices
Your practice needs a CPA who answers before you have to ask.
Payer-mix confusion. Year-end surprises. Radio silence when a decision actually matters. Healthcare practices generating $500K to $3M get structured bookkeeping, proactive tax prep, and quarterly insight — delivered before you think to ask for it. Patient identifiers excluded from all bookkeeping memos by design, not by reminder. No discovery call. Start today.
We work with healthcare practices specifically — dermatology, home care, medical weight loss, speech therapy — so we already know the payer-mix questions, the entity structures, and what your peers ask at year-end.
Pricing
Simple, public, month-to-month.
Pick a tier and sign up. Billed monthly in advance, cancel any time with 30 days notice. No contract.
Bookkeeping
Clean books, monthly reports, reconciliations.
- Monthly bookkeeping — categorization, reconciliations, financial statements
- Ongoing QuickBooks Online maintenance
- Monthly close delivered by the 5th
- Client Center portal access
Best For
Owners who need clean, current books and reliable monthly reporting — without an accountant in their inbox.
Tax prep priced separately · 15% off à la carte tax prep
Start with BookkeepingBookkeeping Pro
Bookkeeping plus the numbers explained — quarterly.
- Everything in Bookkeeping
- Monthly KPI dashboard + quarterly performance report delivered to your Client Center
- Quarterly business advisory review
- Priority email response
Best For
Growing businesses that want a KPI dashboard and the numbers walked through quarterly, not just emailed.
Tax prep priced separately · 15% off à la carte tax prep
Start with Bookkeeping ProCFO Advisory
Strategy, forecasting, and planning in one seat.
- Everything in Bookkeeping Pro
- Monthly strategy session
- Scenario modeling + rolling forecast
- Monthly advisory (vs. quarterly)
- Integrated tax planning
- Quarterly board seat (Q2 + Q4)
Best For
Operators making real decisions every month who want strategy, forecasting, and planning integrated with their books.
Tax prep priced separately · 15% off à la carte tax prep
Start with CFO AdvisoryTax Preparation
Priced separately, on purpose.
Tax prep is an annual deliverable, not a monthly one — bundling it hides the cost of the work. It’s à la carte, and subscribers get a flat 15% member rate.
See full pricing — subscriptions and tax prepFit
Who this is for. And who it isn’t.
This is for you if
- You run a healthcare practice generating $500K–$3M annually
- You want better than a transactional bookkeeper without a full-service price tag
- You're comfortable with templated processes and async delivery
- You value insight over hand-holding — you don't need an accountant in your inbox
This isn’t for you if
- You need real-time CFO advisory or live weekly calls (→ RTW Elite)
- You're pre-revenue or under $500K (we're not the right fit yet)
- You need custom multi-entity restructuring beyond CFO Advisory
- You want the cheapest possible bookkeeping (we're not racing to the bottom)
Resource Library
The tax questions healthcare owners actually ask.
Written by Askia Roberts, CPA (GA License #CPA038784). No paywalls, no lead forms — just the answers.
How Much Does a CPA Cost for a Physician Practice?
CPA fees for physician practices range from $2,500 for a basic tax return to $80,000+ per year for full advisory. Most physicians are paying mid-market rates for compliance-only service — and don't realize there's a tier between the two.
Read article GuideThe Complete Tax Guide for Physician Practice Owners
Everything a physician practice owner needs to understand about taxes: entity structure, S-corp salary, quarterly payments, retirement accounts, distributions, and the gaps that cause most practices to overpay. With links to the full analysis on each topic.
Read article GuideHow Much Should I Pay Myself as a Physician S-Corp Owner?
Most physicians either overpay FICA by setting their S-corp salary too high, or risk an IRS audit by setting it too low. Here is the framework — including specialty-specific benchmarks and the actual tax math — for getting this right.
Read article GuideWhy Is My Physician Practice Tax Bill So High?
If your tax bill came back larger than expected, it is almost never random. There are five specific reasons physician practice owners overpay — and most of them were preventable before you filed.
Read articleGet Started
Ready when you are.
Sign up, connect QuickBooks, get to work. We close your books by the 5th of next month — or you don’t pay for the first month.
Past $3M and need the high-touch Elite engagement? Visit rtwadvisors.com.