Whether you own a medical practice with insurance billing complexity, a dental practice navigating equipment financing, a mental health practice juggling 1099 clinicians, or a treatment facility working with payer mix — the financial dynamics differ meaningfully from a typical small business.
Generic small-business CPA work misses the highest-leverage moves in each of these practices. We have built playbooks for each — refined through actual engagements — that catch the work most CPAs leave on the table.
Six specialty areas, each with its own playbook.
Physician-owned practices — entity work, equipment financing, partnership economics, retirement plan optimization.
View Practice →Dental practice owners — practice acquisition support, equipment depreciation, multi-doctor partnership structures.
View Practice →Therapists, psychologists, psychiatric practices — entity structure, retirement plans, contractor classification.
View Practice →Clinic owners — equipment depreciation, inventory accounting, partnership economics, practice acquisition support.
View Practice →Outpatient and residential treatment programs — multi-facility structure, grant reporting, clinical staff classification.
View Practice →Senior living and assisted care operators — facility economics, payer mix, staff classification, regulatory reporting.
View Practice →All four practice areas at Milestone fold into health and wellness engagements — tax planning, accounting, advisory, and private client work for the practice owners themselves.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
