What we do
Nine service areas, one team, and a planning cycle that runs all year instead of arriving in April. Everything below is delivered inside one of three monthly programs, so nothing important is billed as an extra when it matters most.
The scope
Most of what follows is compliance work that has to happen anyway. The part that changes your outcome is the planning wrapped around it.
You did not buy a practice to spend Sunday night in a spreadsheet. We take the numerical side of the practice off your desk and give it back to you as something you can actually read.
Tax preparation happens in the spring. Tax planning happens in the fall. We work the levers that still have runway left: retirement plan design, equipment timing, compensation, and prepayment decisions.
The filing itself, handled by the same people who planned the year. Business and personal returns are prepared together, because for a practice owner they are one financial picture wearing two forms.
For an S Corporation owner, the salary and distribution split is one of the most valuable recurring decisions you make, and it is set through payroll. Payroll ends in December, so this is not something to revisit in April.
Your attorney picked your entity for liability reasons, on a day when nobody could have told you what the practice would earn. Nobody rechecked it for taxes. Entity choice is a tax decision as much as a legal one, and tax decisions expire.
Your collections tell you almost nothing on their own. Your overhead percentages tell you exactly where the money is going and whether that is normal for a practice your size.
The clinical side of ownership has a well-worn path. The financial side has almost none of it. We build the same setup for every new owner, in the same order, inside the first ninety days.
Buying a practice, adding a location, or bringing on a partner changes your numbers before it changes your schedule. We model the deal on an after-tax basis and set the books up to carry it.
Sellers negotiate hard on the price and then sign the allocation schedule without reading it. That schedule decides how much of the sale is taxed as capital gain and how much as ordinary income.
Choose your level of support
Pricing is monthly and reflects standard practice needs. Final scope is confirmed on a discovery call, and we will recommend a lighter program if that is the honest answer.
$1,050/mo
The essentials, handled. Clean books, compliant filings, and a yearly tax strategy session.
$1,400/mo
More touchpoints and a mid-year strategy check-in, so December is a confirmation instead of a scramble.
$1,800/mo
The complete partnership. Hands-on financial support plus quarterly strategy with your CPA, coach, and consultant.
Every tier includes the compliance work. Only the meeting cadence and the dashboard change.
How it starts
Most owners begin with the free review rather than a program. It costs nothing and it tells both of us whether there is anything worth doing.
Your last two filed business returns and the matching personal return. About ten minutes of your time. We send a secure upload link so nothing sensitive travels by email.
A short intake covering collections, entity type, state, number of owners, and whether you own the building. This tells us where to look first.
A licensed advisor, not software, works through nine review points covering structure, compensation, retirement design, depreciation, real estate, credits, and method.
A written summary lands in your inbox: what we would have done differently, what looks correct, and a dollar range on the difference. Yours to keep either way.
This is a review with a written work product, not a free consultation with a pitch attached.
We are not going to tell you your accountant is bad at their job. Most of the time they are doing exactly what they were hired to do, which is prepare a return. If the memo comes back thin, you have confirmation your current advisor is doing the job well. That is worth knowing too.
Why this works better than a standalone CPA
KLAS Solutions runs practice transitions, coaching, accounting and tax, marketing, and real estate around the same practice owner. When those functions share a file, questions that normally fall between advisors get answered.
The person modelling your after-tax proceeds is working from the same numbers as the person negotiating your deal. The person setting up your books already knows what you paid for the practice and how it was allocated. The person telling you your marketing spend is too low at 2% of collections is looking at the same profit and loss as your CPA.
Service questions
Bookkeeping, bi-weekly payroll services, Form 1099 filing, owner payroll allocation, entity review, an annual tax planning meeting, your 1120S corporate return, and your individual income tax return. The tiers differ in how often we meet and review, not in whether the compliance work gets done.
Cadence. Annual gives you clean books, compliant filings, and one strategy session a year. Bi-Annual adds a mid-year check-in and a quarterly business review. Quarterly adds four full Quarterly Business Reviews attended by your CPA, coach, and consultant together, a monthly business review, and the live dashboard.
We build programs rather than selling isolated line items, because the value comes from the same team seeing the whole picture. That said, if you only need part of this today, say so on the call. We would rather point you at the right scope than sell you something you do not need yet.
Yes, and mid-year is often better than waiting. We request the prior two returns and the current year books, reconcile what is there, and pick up from the most recent closed month. The handoff itself is routine and we manage the document requests.
We build the number from what you actually do rather than a percentage from a forum. We separate your clinical work from your ownership work, price the clinical role against regional associate compensation, add what a practice administrator would cost for the management time, sanity check it against practice profit, then write down the support and keep it with the tax file.
Then we tell you to wait. The election does not help everyone. If practice profit is under roughly $60,000, if a reasonable salary would consume nearly all of it, or if you are carrying losses, the payroll cost and extra filings can outweigh the savings. An advisor who always recommends the election is not analyzing anything.
Next step
Not sure which program fits? Start here, or call (844) 552-7100 and talk it through with an advisor.
