- 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