Tax and Accounting Services for the Medical Industry
Licensed CPAs who Manage Your Financial Needs
CPA MOMS® is the #1 Accounting Resource for Medical Practices Nationwide!
Are you a construction company owner seeking high quality accounting, bookkeeping, and tax advisory services? We are CPAs who part of a national franchise network of carefully selected and screened professional CPAs who are ready to work virtually to provide you with the highest value accounting and tax services in the construction industry today. As a licensed professional, you understand that not all contractors are the same and you get what you pay for. The same is true in the accounting/tax industry. You deserve the most qualified, licensed CPAs to manage your financial and tax needs.
I NEED HELP PUTTING FINANCIAL SYSTEMS IN PLACE
I'M UNSURE IF MY PATIENTS ARE BILLED CORRECTLY
I NEED HELP UNDERSTANDING CASH FLOW
I DON'T KNOW IF I SHOULD BUY OR LEASE EQUIPMENT
I DON’T GET ACCURATE OR TIMELY FINANCIALS
I NEED A CPA TO REVIEW MY FINANCIALS
Financial Peace of Mind
Let One of Our Licensed CPAs Ensure that your Accounting & Taxes are Done Right!
Complete the form to book your FREE 30 minute phone consultation with a CPA:
PHYSICIAN IN PRIVATE PRACTICE
Complex entities need comprehensive accounting and tax experts that understands the industry and can help you avoid pitfalls and prepare for growth.
Work with CPAs who adapt to fit your enterprise, including how to separate and maximize opportunities between your medical services, property and business assets.
REAL ESTATE HOLDINGS
Understanding how to leverage real estate assets as part of a complete holistic approach to your enterprise tax planning, asset preservation and wealth building.
Entrepreneurs ♡ CPA MOMS®
Real Estate Developer
J. has completed hundreds of real estate deals. Complex strategies need comprehensive accounting and tax experts that understand the industry, help you avoid pitfalls, and “start making you money because we give you better ways to structure your deals.”
Family Owned & Run Business
Deanna, a co-owner/operator, was assigned the CFO in her family’s 10 year old profitable business. Her first task was to hire CPA MOMS® to take her multi-million dollar enterprise to the next level. After a month of service, she “fired herself”, and got the expert care she needed.
Real Estate Investor
Though there is some upfront setup for any new relationship, listen to what LuAnne, an early stage real estate investor, had to say about finally taking the first step to being free from the confusion and struggle with her finances on a personal and business level.
You can choose to engage our CPAs to perform any of the following types of services:
Full Charge Bookkeeping & Payroll Management
ACCOUNTING/CONTROLLER & FINANCIAL REPORTING
QUICKBOOKS SETUP & TRAINING (DO IT YOURSELF)
TAX PLANNING & PREPARATION
CASHFLOW MANAGEMENT & CFO
PLANNING, PROJECTIONS AND STRATEGIES FOR GROWTH
Meet Franchise Owner, Lauren.
Lauren Hale, CPA
Lauren is an experienced CPA with over 8 years in accounting and tax industry with extensive experience in medical private practice, medical groups, attorneys and real estate investment industries. Lauren has helped startups grow to 100 million in value. She loves working with clients locally and globally. Lauren is a mom to 1 year-old twins and a fifth-generation Houstonian.
Meet Lori’s Experienced Team of CPAs
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Feeling Neglected by Your CPA?
Most traditional CPA firms and national chains operate like a "tax mill" with hundreds of clients assigned to one CPA. The CPA MOMS® model is a comprehensive, holistic service provider to business owners looking for a relationship with their CPA. Franchise owners work selectively with business owners in a collaborative long-term strategic advisory accounting and tax relationship. Each CPA manages only a handful of clients, so you receive the customized service, personalized care, and attention you deserve. You can expect timely, proactive communication all year.
Ready for Personalized Care?
Book Your Free Phone Consultation
Hire a CPA in 3 Simple Steps
We look forward to learning more about you!
After you complete the free consultation form, one of our analysts will assign you to a CPA that best matches your business needs. Your assigned CPA will contact you within 1 to 2 business days to book your consultation.
In your consultation, the CPA will assess the scope of work with your budget to provide a written proposal & quote. If you have existing books, she will likely need to review your books prior to providing you a quote.
You’ll review the written proposal & quote with your assigned CPA and make any modifications, if necessary. Upon alignment, formal engagement letter, payment approval, and billing agreement forms will be emailed.
Frequently Asked Questions
Is there any cost for the CPA match?
No. The CPA pays for the match. The Marketplace is free to business owners.
Do any of the CPAs in the network work on-site?
Very rarely. Given the national footprint and extensive effort it takes to find a professional that is within driving distance to your office, we have chosen to only match to virtual CPAs. Also, the reason we attract such high quality talent, is that we offer them flexibility and ability to work from home. If we are able to match you with a local accountant, some CPAs will arrange a face-to-face meeting. Please note: all of the services are delivered virtually, so the overhead savings are passed to you.
Will the CPA I am matched with be an expert in my industry?
We do our very best to match you with a professional with your industry expertise; however, depending on your stage of business, accounting can be universal in many industries. For example, if you are an acupuncturist, you don't need a CPA that has experience with the acupuncture, but rather someone with experience working with professional service providers. All of our Marketplace CPAs can work with any professional service provider. There are a few specialty industries with unique needs like real estate investors, construction, interior design firms, manufacturing, retail, restaurant, 501(c)3, eCommerce and a few others that we will ensure that you are matched with an expert in that industry.
What accounting software will my CPA use?
CPA MOMS® has invested heavily in the research and use of the latest cloud-based technology, and specialize in supporting CPAs in the custom selection, integration and migration of systems for optimum performance and efficiency. The CPAs support any variety of accounting systems such as QuickBooks, Xero or Wave that make the most sense for your business, along with dozens of cloud-based business plug-in modules for ecommerce, billing, time tracking, invoicing, payroll, CRM, marketing, inventory management, property management and more…There are a few software platforms that are not supported because they are not designed for businesses like Mint. Many entrepreneurs use their merchant platform as an accounting system. Due to specific procedures performed to ensure accuracy of your data, the CPAs will always use a professional accounting software which is integrated with your chosen merchant. If you are ready to leverage technology in your business and want more freedom from paper, manual billing, invoicing, banking and save countless hours each year on unnecessary bookkeeping, ask your CPA for recommendations to streamline your business.
Do you have bookkeepers or only licensed CPAs?
Ultimately, the primary focus is to ensure that you have the services you need completed in a timely and accurate manner within your budget. The main concern people have when using a CPA to perform bookkeeping services is the price. In most cases, the prices are comparable to what you would expect to pay a bookkeeper even if a CPA is performing them.
After years of cleaning up the mess of incompetent bookkeepers, we found that it cost more to fix the error of someone who wasn't technically trained than to do it right the first time. We have established a minimum standard of technical ability that requires all of the accountants to be technically trained. All franchise owners are CPAs, but they may have unlicensed professionals on their team. The services are either completed by or reviewed by a CPA depending on the franchise.
How does the matching process work?
When you complete the free consultation form, on the second page, we will ask you a series of questions that will enable us to narrow the possible best matches to a handful of pre-screened CPAs in our network. This is important to ensure that we take into considerations your preference and budget. After that we, use our own proven methods to weigh additional variables such as industry, type of service, size of company, CPA availability and more to narrow the pool to the best match. You will be matched with one solo-practitioner or firm depending on your needs so you don't have to waste time interviewing multiple candidates. Because we have already pre-screened everyone extensively, you can be sure that anyone that you are matched to is highly qualified.
Ready for Personalized Care?
Book Your Free Phone Consultation