One Hour consultation

No Charge

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626 305 4220


Medical professionals, doctors and physicians, are concerned with providing healthcare to patients and may not have the time or additional energy to stay current with managing the financial affairs of their practice.

As a trusted adviser with over twenty years experience, we can provide the needed management consulting and advisory services medical professionals require.

We work with a variety of healthcare organization including:

  • Doctors and physicians
  • Dentist and oral health providers
  • Chiropractors

Accounting and Tax Services:

  • Financial statement preparation
  • Outsourced controller and CFO
  • Outsourced accounting and bookkeeping
  • Tax planning
  • Software installation and support
  • IRS representation and resolution
  • Cash flow and budgeting analysis

Practice Management Services:

  • Entity structure (sole proprietor, LLC, S-Corp, C-Corp)
  • Tax planning
  • Practice start-up consultation
  • Practice valuation
  • Billing, insurance and accounts receivable management
  • Operational reviews
  • Business plans
  • Overhead analysis
  • Lease vs buy analysis
  • Equipment acquisition planning
  • Debt structuring

Wealth Management Services:

  • Financial planning
  • Estate planning Asset protection
  • Buy/Sell agreements
  • Benefit plans selection and structuring
  • Asset protection

Contact us for a free Initial Consultation

Call us at 626-305-4220 and ask for Anthony Apodaca.