Healthcare CPA

Every time we speak to a healthcare practitioner, their sentiment is the same: they want to spend time at work doing their work and their time off enjoying their lives. That doesn’t leave a lot of time for continual tracking and updating numbers, yet it’s vital to the success of both yourself and your practice.

From bookkeeping and payroll to wealth management and retirement planning, our Healthcare CPA services can provide up-to-date data and offer recommendations for saving money to help you reach whatever goals you’ve set.

We Serve All Types of Healthcare Industries

Physicians
Physician & Surgeons
Dentist
Dentists
Pharmacists
Pharmacists
Orthodontist
Orthodontists
Veterinarians
Veterinarians

Avizo's Healthcare CPA Services

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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
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Cloud Accounting

We have many cloud-based options to ensure your day-to-day accounting is well-kept.
Cloud Software
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Wealth Management

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

Goal Planning

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

Lean Six Sigma (LSS) is a process improvement tool that can be used in any industry!
Lean Six Sigma
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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 Strategy

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
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Financial Statement Audit, Review & Compilation

Our team can perform the required assurance services for your company.
Assurance Services

Client Testimonial

Healthcare Resources

Downloadable PDFs

Medical COVID Grants
COVID Relief Grants
Buying a dental practice
Buying a Dental Practice
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Provider Relief - Phase 3
Provider Relief
Provider Relief Fund - Phase 2

Our Healthcare CPA Team

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