Insights
Practical reading for
owner decisions
Tax, accounting, and transition guidance written for owner-led companies in Idaho and Utah.
90-Day Rolling Cash Flow Forecasting for Medical Practices
A 90-day rolling cash flow forecast catches medical practice liquidity squeezes before they hit. Here is how to build one and update it weekly.
View Details3-Year Financial Cleanup: Preparing Your Practice for Sale
Buyers underwrite three years of financials. Here is a month-by-month cleanup plan that protects EBITDA, add-backs, and the working capital peg.
View Details10 Ways a CPA Can Help in the Healthcare Industry
In the dynamic and complex healthcare industry, managing finances effectively is crucial for success. Certified Public Accountants (CPAs) have the expertise needed to support healthcare providers in various…
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