Healthcare CPA
You got into this profession to help people – not to run a business. Yet, setting financial goals, maintaining your books, and managing your people is vital to the success of yourself and your practice. From daily business management with bookkeeping and payroll to personal future planning with wealth management and retirement plans, our Healthcare CPA services will help you succeed.
We Serve A Variety of Healthcare Businesses
Physician & Surgeons
Dentists
Orthodontists
Pharmacists
Veterinarians
Avizo's Healthcare CPA Services:

Outsourced CFO
We can help resolve challenges such as cash flow issues, raising capital, solving tight margins, implementing more efficient systems, or preparing for growth

Cloud Accounting
We have many cloud-based options to ensure your day-to-day accounting is well-kept.
CAS Services

Wealth Management
Our wealth management services offer an opportunity to maintain your financial & strategies all under one roof.
Wealth Management

Video Financial Performance
No time in your schedule to check in with your CPA about your monthly numbers & new strategies to implement? We'll send a quick video to catch you up!
Video Information

Goal Planning
Personal and business goals are vital for high net worth individuals.
Goal Planning PDF

Lean Six Sigma
Lean Six Sigma (LSS) is a process improvement tool that can be used in any industry to increase profits by develop processes that decrease wasted time and resources.
Lean Six Sigma

Tax Planning & Strategy
Our tax team is well-versed in healthcare-related filings. We will design a tax strategy to help you minimize tax and take advantage of credits, all while remaining compliant.
Tax Services

Buying, Selling, & Valuations
Having a CPA by your side when you expand or sell can ensure your goals are met during this complex transaction.
Buying & Selling PDF

Employee Benefit Plan Audits
These services include administration guidance, assurance services, ERISA and IRS compliance, and reporting requirements and regulations.
EBP Services

Financial Statement Audit, Review & Compilation
Our team can perform the required assurance services for your company.
Assurance Services
Healthcare Resources

2023 Meal & Entertainment Deductions

How to Strategically Use a Health Savings Account (HSA)

2023 Benefit Plan Limits and Thresholds

Physicians: Beat the BUCAs and Make More Money

Fathom: A Business Owner’s Dream Dashboard

Use a Health Savings Account as a Retirement Strategy

Prescription Competition
