We do it all under one roof.
Most firms only offer one or two, forcing you to create a piecemeal support structure.
Three things every practice needs from a financial partner:
- Accurate Numbers On Time
- tax strategy designed for how your practice actually earns
- expert in the room when you’re deciding whether to hire, expand, or sell
Accounting
& Financial Reporting
If you’re running your practice off a balance sheet and a year-end P&L, you’re flying blind. Most practices we onboard have books that close late, charts of accounts that don’t separate provider-level revenue, and no clean way to see whether last month was actually a good month. DAG fixes that – and then turns the monthly close into a decision-making tool.
Monthly bookkeeping
Strategic financial reporting
Multi-location support
KPI dashboards & performance tracking
Cash flow forecasting & monitoring
Business tax preparation
Individual tax planning
Entity structuring
Multi-state compliance
Estimated-tax planning & strategy
Tax Strategy
& Compliance
Most practice owners are paying more in taxes than they need to — not because their CPA isn’t competent, but because tax planning designed around a healthcare practice requires a level of specialization, most generalist firms don’t have. DAG provides proactive tax planning built around your cash flow, ownership structure, and long-term goals.
Advisory
& Practice Operations
Running a profitable practice requires more than clean books. DAG works with practice owners on the operational and strategic decisions that directly impact performance – from day-to-day management to long-term growth. Our consulting team brings decades of hands-on experience inside practices, covering operations, HR, marketing, compliance, technology, and facilities — alongside the financial and strategic decisions that shape the future of the practice.
Provider & staff compensation modeling
Practice acquisitions & expansion support
Partner buy-ins & buy-outs
Debt strategy & lender coordination
Practice valuation & financial modeling
Exit & succession planning
Helping with incorporation & figuring out the right ownership structure
Building a startup budget & financial projections
Developing tax-saving strategies & owner compensation
Monitoring & advising on key productivity & collection KPIs
Selecting & implementing accounting & payroll systems, & ensuring compliance
Customer Segment Highlight: Starting A Practice From Scratch
Starting a practice is both exciting and terrifying. DAG can guide you through the key early decisions.
Our
Process
Step 1
Discovery call
We learn about your practice, ownership structure, growth goals, and current pain points. No prep required.
Step 2
Practice financial review
Complimentary. We look at the last 12 months of P&Ls and tax returns and identify 3-5 specific opportunities (tax savings, KPI gaps, structural issues)
Step 3
Engagement proposal
Fixed-fee, tiered scope, no surprise billing. You see exactly what you’re paying for before you sign anything.
Step 4
Onboarding & first month
We handle the transition from your existing CPA, set up your reporting cadence, and you get your first monthly financial package within 30 days.
FAQ
Doctor Advisory Group will provide ongoing monthly bookkeeping services to ensure accurate, timely, and well-organized financial records. These services include:
- Monthly reconciliation of bank accounts within QuickBooks Online
- Reconciliation of all credit card liabilities
- Review and verification of payroll expense categorization
- Posting of depreciation and amortization expenses
- Preparation of complete monthly financial statements
- Scheduled conference calls to review financial results
Yes
Yes
DAG looks at each client relationship individually; Customer proposal after assessment
Yes