Healthcare professionals—doctors and dentists working as solo practitioners or in medical groups or “mega-groups”—typically have little time to focus on finances. At the same time, their financial and business planning challenges can be complex due to increased government regulation, decreases in insurance reimbursements, inefficient office practices and procedures, and the current industry trend of practice consolidation.

Perlson LLP specializes in working with medical professionals to drive greater profitability and manage risk. We serve one of the largest medical practices in the country, giving us an uncommon insight into the challenges facing physicians, including their group’s revenue-sharing, compensation, and partnership issues. Doctors require a team of experts who can advise on asset protection, billing, insurance, as well as tax, cash-flow, retirement, and estate planning.

  • Accounting, bookkeeping management and payroll services
  • Audits, reviews and compilation of financial statements
  • Tax planning and compliance for the business and its owners
  • Business structure and entity planning
  • Owner profit-sharing analysis including compensation
  • Partner/Shareholder track consulting for employee physicians
  • Cash flow and budgeting
  • Billing and accounts receivable review
  • Merger planning and consulting
  • Practice benchmarking
  • Long and short-term strategic planning
  • Pension and retirement planning
  • Succession planning
  • Internal accounting controls
  • Loan and banking consulting assistance