Take Good Care of Your Business

One-Time Wellness Exam for Medical Practices

• Review Prior 2 Years of Business Income Tax Returns
• Review Year-to-Date Financial Statements
• Discuss Possible Sales Tax Responsibilities
• Review Accounts Payable/Receivable
• Assess Internal Controls
• Review/Discuss Retirement Plans
• General Business Operational Procedures Review
• Evaluate Medical Billing Procedures
• Audit Charts and Check Coding
• Evaluate Current Payer Agreements and Credentialing
• Evaluate Patient Flow
• Review/Discuss Payroll Services and Workers’ Compensation Insurance
• Review/Discuss Employee Benefit Plans
• Evaluate Personnel Mix
• Evaluate/Discuss Electronic Medical Record (EMR) Services

Monthly or Quarterly Services Available

• Bookkeeping
• Payroll & Human Resources
• Compiled Balance Sheet and Income Statement prepared by the firm Benjamin T Koeller CPA, PLLC
• Financials Semi-Customized With a Year-To-Date Column or Comparison to Prior Year/Period
• Review Financials with Owner(s) on a Set Interval Basis (quarterly, semi-annually)
• Sales Tax Preparation (if applicable)

Annual Services Available

• Annually Compiled Balance Sheet and Income Statement prepared by the firm Benjamin T Koeller CPA, PLLC
• Income Tax Return(s) prepared by the firm Benjamin T Koeller CPA, PLLC (individual returns may be prepared for an additional fee)
• Review Financials and Tax Return(s) with Owner(s)

Additional Services

• QuickBooks Education/Training/Assistance
• Medical Billing
• Credentialing