The Practice Partnership™
Keep 100% of your practice. Hand off the back office to a CPA who has seen this before. Built for California BCBA / BCaBA / RBT agencies.
Who this is for
You run the most operationally demanding model in special education — and nobody has time to also be the cost-report accountant. You opened an NPA to serve students who need applied behavior analysis services — not to spend nights reconciling school ISAs, insurance, and regional-center funding. The Practice Partnership™ is the financial and advisory engine that runs in the background so you can focus on the work that requires your license.
What NPAs see in year one
Concrete outcomes the Practice Partnership™ delivers — not vague promises.
$50K+
Annual tax savings
Typical first-year savings from S-corp restructuring, reasonable comp, retirement design, and the $500K tax-wall plan.
12hrs
Per week back to your clients
Hours owners reclaim once billing, payroll, cost-report prep, and CDE paperwork leave their desk.
100%
CDE renewal pass rate
Every NPA client we have prepared has passed CDE renewal on first submission. We own the Oct 31 date.
$0
Equity, ownership, or control taken
Unlike traditional MSOs, we never take a piece of your practice. You keep 100% of the business you built.
The 12-page playbook
The complete playbook we hand prospective clients in our first conversation — pricing, scope, and how we run an NPA back office without taking a piece of your practice. Yours to keep, free.
No form. No email gate. Yours immediately.
12 pages · PDF · Free
A preview · 3 of 8
None of them mean you did anything wrong — they mean no one in your corner had seen them before. Three you might recognize:
Authorized hours delivered across school, insurance, and regional center — never reconciled to billed and collected.
Worker classification across RBTs and supervisors is live AB 5 exposure most agencies don’t document until it’s too late.
Scaling past $500K in profit with no plan — losing half the next dollar to combined state and federal tax.
The other 5 — and the dollar value attached to each — are in the catalog.
Two lanes, one team
Your lane — entirely yours. Clinical assessment and therapy. Hiring and supervising your team. Service delivery and documentation. Relationships with families, schools, and counties. Final say on rates, contracts, and expansion. We never direct, review, or override clinical judgment.
Our lane — off your desk. Accrual bookkeeping and monthly close. ISA billing oversight and receivables. school ISAs, insurance, and regional-center funding tracking. Payroll and supervision-cost modeling. CDE renewal financials. Tax planning and per-program / per-district P&L. Administrative-only structure that protects your license.
The complete division of labor — line by line — is laid out on pages 5 and 6 of the catalog.
Investment
Three tiers, matched to your annual revenue. No hourly meter, no surprises. For 95% of our clients, the tax savings exceed our fees — making the partnership effectively self-funding.
Foundation
$500K–$1.5M revenue
Growth
$1.5M–$3.5M revenue
CFO
$3.5M–$10M revenue
The exact monthly fee, onboarding investment, and full scope of each tier — plus the $4,500 Launch Package for new NPAs — is detailed on pages 8–11 of the catalog.
Not ready for a full partnership?
A 30-minute working session over Zoom. You bring last month’s P&L and one cost-report — we leave you with a written diagnosis of the three biggest cash leaks in your billing and the three highest-impact tax moves available to you this year.
Limited to 4 NPAs per month
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For California NPA owners running $500K+ in annual revenue.
No obligation. No catalog required first.
From The Founder
I built the Practice Partnership™ because I watched too many California BCBA / BCaBA / RBT owners burn out doing two jobs — the clinical work they trained for, and the cost-report accounting they didn’t. The 12-page catalog lays out exactly how this engagement works, what it costs, and what stays with you. Yours to keep, no email required.
“You did not train for years in clinical practice to become a cost-report accountant. That is what I am here for. Your license, your caseload, your CDE certification — entirely yours. Everything that doesn’t require your license — entirely mine.”
Ronak Bhatt, CPA, MBAManaging Principal · Milestone Certified Public Accountants
Frequently Asked
Start with the catalog. Then a 30-minute conversation about your practice. No pitch.
