Management Services & Consulting

  • Coordinate shareholder buy/sell agreements
  • Provide oversight of general business activity
  • Coordinate outside accounting and legal services
  • Coordinate physician employment agreements
  • Assist shareholders with corporate real estate transactions
  • Coordinate banking services and financing arrangements
  • Negotiate major equipment purchases
  • Prepare financial trend analysis
  • Review and recommend corporate insurance products for: malpractice, general liability, errors and omission, Cyber, fiduciary / ERISA, employment practices liability
  • Monitor corporate cash flow
  • Coordinate year-end Profit Sharing Plan and 401k Plan activities
  • Provide cash management services for payroll, accounts payable and all other corporate financial obligations including bank fund transfers and ACH bank transactions
  • Assist shareholders with strategic planning activities
  • Coordinate medical malpractice, workers compensation and general liability claims activity
  • Assist with Meaningful Use attestations
  • Assist with meeting incentive requirements and payment avoidance