CPA for Doctors & Dentists

Schedule a Medical Practice Financial Review

Talk with HW & Associates about your healthcare practice's bookkeeping, cash flow, profitability, payroll costs, estimated taxes, owner compensation, growth plans, equipment decisions, and financial reporting needs.

Schedule Your Financial Review Call HW & Associates (407) 270-7330

Designed for physicians, dentists, and healthcare practice owners
Financial, tax-planning, bookkeeping, and CFO advisory discussions
Clear next steps based on your practice's financial priorities
No patient information required for an initial conversation

Do not submit patient names, dates of birth, medical records, claim information, diagnosis codes, procedure codes, insurance information, payment information, payroll reports, bank information, or protected health information through this website.

What We Can Discuss

Bring the financial question that is actually on your mind — these are the areas owners raise most often.

Medical and Dental Practice Bookkeeping

Discuss financial reporting, bookkeeping processes, account organization, cash-flow visibility, and monthly reporting needs.

Tax Planning and Estimated Taxes

Discuss projected taxes, estimated payments, cash reserves, owner income, payroll, retirement planning, and year-end planning questions.

Practice Profitability and Overhead

Discuss collections, expenses, payroll, provider costs, staffing, overhead, operating margin, and financial decision-making.

Cash Flow and Working Capital

Discuss payroll timing, collection timing, cash reserves, debt payments, tax reserves, working capital, and operating cash needs.

Provider and Staff Cost Planning

Discuss aggregate assumptions for provider compensation, payroll, benefits, support staff, hiring, and practice capacity.

Equipment and Practice Expansion

Discuss financial planning around equipment, new operatories, new locations, provider hiring, startup costs, cash flow, and growth assumptions.

CFO Advisory

Discuss recurring financial review, planning, reporting, profitability, cash flow, tax coordination, and management support.

Dental Practice Financial Planning

Discuss dental-practice bookkeeping, cash flow, payroll, overhead, equipment, tax planning, staffing, and growth decisions.

Who This Review Is For

Physicians in private practice

Dentists and dental-practice owners

Medical group owners

Multi-provider practices

Healthcare entrepreneurs

Therapy and behavioral-health practice owners

Physical therapy and chiropractic practice owners

Urgent care and wellness practice owners

Practices preparing to add a provider

Practices considering equipment or expansion

Practice owners seeking clearer financial reports

Doctors and dentists who need more proactive tax planning

If your practice has growing revenue but unclear cash flow, rising overhead, staffing pressure, tax concerns, or an upcoming growth decision, a financial review can help identify the financial questions worth addressing.

What to Expect

1
Share Your Primary Financial Concern
Use the form or scheduling link to identify the area you want to discuss, such as bookkeeping, taxes, payroll, profitability, cash flow, equipment, provider costs, or expansion.
2
Initial Financial Discussion
We discuss your practice structure, current financial concerns, goals, and the type of support that may be appropriate.
3
Clear Next Steps
If there is a fit, HW & Associates will explain the next steps, appropriate service options, the secure process for engagement-related information, and how financial reporting, tax planning, or advisory support may be structured.

An initial discussion does not create a professional relationship and does not provide individualized tax, legal, medical, or financial advice.

Prepare for Your Financial Review

A short list of general information makes the first conversation far more useful.

Your practice type and ownership structure
General annual revenue range
Number of providers and employees
Main financial challenge or goal
Whether you need bookkeeping, tax planning, payroll support, CFO advisory, or expansion planning
Upcoming financial decisions, such as hiring, equipment, a new location, ownership changes, or tax payments
General questions about cash flow, profitability, payroll, taxes, or reporting

Do not send confidential documents or protected health information through this public page. Do not send patient records, claim information, payroll reports, bank statements, tax returns, insurance documents, employee Social Security numbers, direct-deposit details, or other sensitive information. If an engagement begins, HW & Associates will provide instructions for secure document exchange.

Schedule Your Review

Share a few basics about your practice and the financial area you want to discuss. We typically respond within one business day. You can also call us at (407) 270-7330.

First Name

Last Name

Practice name

Phone

Practice type

Primary financial concern

Approximate annual practice revenue range

Preferred consultation time

Number of providers (optional)

Approximate number of employees (optional)

Growth or expansion plans (optional)

Message (optional)

I understand that this form is for an initial business inquiry and I will not submit patient information, medical records, dental records, claim information, diagnosis codes, procedure codes, insurance information, payment information, payroll reports, tax returns, bank information, or protected health information.

Please do not include patient names, dates of birth, medical record numbers, dental records, claims, diagnosis codes, procedure codes, insurance member IDs, payment information, payroll reports, Social Security numbers, bank-account details, tax returns, or protected health information. If secure documents are needed after an engagement begins, HW & Associates will provide secure instructions.

Explore Free Healthcare Practice Tools First

Not ready for a financial review? Use our free educational tools to explore practice profitability, cash flow, payroll costs, tax planning, provider hiring, equipment, working capital, and expansion assumptions.