Our CPA firm specializes in practice advisory, tax, and accounting services for medical practices. We are experienced healthcare CPAs, and you benefit from our specialized knowledge working with practices like yours.


for medical practices

Establish Mission, Vision & Values

It’s easier to recommend a solution when we understand what you are trying to achieve in your business.

Financial Projection for Your Business

Informed by your goals, we’ll create a forecast of potential results and talk about KPIs tied to success.

Accounting & Payroll Setup

Businesses have many options in accounting and payroll systems. We’ll help you select the best option.

Financial Statement Overview

We’ll review standard financial statements businesses use and banks request to evaluate your success.

Establish Monthly Processes

We help clients implement a reliable system to keep track of financial performance and assess your results.

New practices may benefit from our Practice Made Profitable program, which kickstarts medical practices into a regimented and consistent approach at the start of their practice. This six-month program focuses on the building blocks of financial projections, standard financial statements, the mission of your practice, vision and values, hiring, and managing your team.

During the start-up program, we meet with medical practice owners every month to review progress and prepare to open your doors. This monthly commitment to Houston-area medical practices is the first step in making your practice profitable.

Established practices may want to get right to the accounting. We will work to understand the service you need and the reason you are looking for a CPA. We’ll put together an approach that meets your goals.

Many clients continue monthly consultations after the six-month program. These clients recognize the benefit of working with a CPA firm that understands the specific accounting, tax, and business challenges in their industry.

Greg Caudell and his team really keep an eye on our bank finances and financial health. They are also very mindful of income tax implications, which are very complex for physicians and other medical professionals. Their engagement in my practice has allowed me to run the business side of our practice with confidence. Their service is an excellent value for the money.