Your Rural Health Clinic’s Financial Health Matters as Much as Your Patients’ Health
Fractional CFO, Cost Reports, and Tax Services designed exclusively for Rural Health Clinics.
Why Rural Clinics Need a Financial Partner
RHCs are the backbone of community healthcare — but keeping your doors open isn’t easy. Just like you diagnose patients with lab work and vitals, we diagnose the financial health of your clinic with reporting, analysis, and strategic guidance. That way you can make decisions based on facts, not guesswork.
What we can do to help
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Tax Strategy & Compliance
Strategic Tax Planning: Align your tax strategy with your clinic’s growth, retirement goals, and equipment investments.
Accurate Filing, Every Time: Healthcare-specific experience ensures compliance and maximum efficiency.
Representation & Resolution: We communicate with the IRS on your behalf to resolve notices quickly. -
Practice Growth & Exit Planning
Valuation: Clear, data-backed insights into your business’s value.
Startup Setup: Guidance on funding, structure, and long-term profitability.
Succession Planning: Thoughtful transitions that serve both owners and associates.
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Financial Planning
Debt Optimization: Reduce interest and accelerate payoff through tailored strategies.
Cash Flow Analysis: Understand where your money goes—and how to make it go further.
Retirement Design: From 401(k)s to defined benefit plans, build the future you envision.
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Clinic purchases & Investments
Equipment Acquisition Strategy: Align large purchases with your tax plan for maximum benefit.
Financing Optimization: Structure debt for flexibility and long-term savings.
Cost Segregation Expertise: Detailed studies that enhance property tax efficiency.
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Providers
From residency to retirement, every financial move counts. Our customized solutions help dental professionals make confident, tax-smart decisions at every career stage.
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Clinic Owners
Being a practice owner means balancing care with business. We make sure your numbers work for you minimizing taxes and strengthening long-term financial health.
Our Services for RHCs
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Fractional CFO Services
Monthly bookkeeping and financial reporting
Quarterly strategic reviews & planning
Budgeting, forecasting, and cash flow management
Guidance on growth, staffing, and succession
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Medicare Cost Report Preparation
Accurate, compliant, and on time
Maximize allowable reimbursements
Protect revenue streams by avoiding costly errors
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Revenue Protection & Opportunity Monitoring
Track new CMS and state programs
Identify grants and funding opportunities
Keep your clinic ahead of changes that could impact revenue
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Tax & Compliance Services
Federal & state tax preparation
Year-round planning — not just filing
Guidance for both the clinic and the owners
Our Difference
CPA-led, Nurse-informed team — we understand both numbers and healthcare.
Healthcare expertise: Hands-on experience working with and/or auditing medical practices and systems of all size, ACOs, insurers, drug manufactures and CMS programs, including MAPD and CPC+ initiatives. I was part of a team that conducted hundreds of these audits.
Proactive approach: Just like preventive medicine, we identify risks early so your clinic stays healthy.
Community focus: Our mission is to help RHCs remain strong pillars of rural healthcare.
Our mission is to help you thrive without constantly feeling behind.
Our support is consistent and proactive. You can count on us to be steady and responsive through every season of business.
