Build Wealth Beyond Your Practice

We help private practice owners coordinate their practice finances, taxes, retirement planning, and personal wealth through one financial strategy.

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CPA + CFP® Expertise   |   Fee-Only & Fiduciary   |   Serving Clients Nationwide

Private Practice Owners

RUNNING A PRACTICE CHANGES YOUR FINANCIAL PICTURE

A Successful Practice Should Support the Life You Want

Owning a private practice comes with unique opportunities and financial responsibilities. We help you make informed decisions about your practice and personal finances at every stage of your journey.

Practice Profitability

Understand your numbers and make decisions with confidence.

Payroll & Compensation

Coordinate payroll, owner compensation, and the financial responsibilities that come with a growing team.

Taxes

Proactive tax planning for your practice and personal finances.

Retirement Planning

Choose the right retirement plan for you and your team.

Insurance & Risk

Protect your practice, income, family, and future.

Long-Term Wealth

Coordinate cash flow, insurance, investments, retirement, and long-term goals outside the practice.

BUILT FOR HEALTHCARE PRIVATE PRACTICE OWNERS

We Understand the Unique Financial Realities of Your Practice

Whether you run a solo practice or a growing group practice, we provide the guidance you need to build a financially healthy practice while creating long-term wealth.

Physician Practices

Medical, surgical, and specialty practices.

Mental Health Practices

Psychiatrists, psychologists, therapists, and counselors.

Dental Practices

General, cosmetic, and specialty dental practices.

NP & PA Practices

Independent nurse practitioner and physician assistant practices.

Therapy & Allied Health

Physical therapy, occupational therapy, speech therapy, and more.

Growing Practices

Multi-provider practices and expanding teams.

YOUR PRACTICE IS ONLY ONE PIECE OF YOUR FINANCIAL LIFE

A More Coordinated Approach

Your practice may be your largest source of income and one of your most valuable assets, but ultimately it should help support the life you’re building outside of it.

Build a Healthier Practice

  • Financial reporting
  • Cash flow
  • Profitability
  • Payroll
  • Employee benefits
  • Business planning

Keep More of What You Earn

  • Tax projections
  • Estimated taxes

  • S Corp planning

  • Retirement planning

  • Tax preparation
  • Proactive tax strategy

Build Wealth Outside the Practice

  • Investments
  • Retirement planning
  • Personal cash flow
  • Insurance planning
  • Estate planning
  • Long-term goals
Private Practice Owners
Private Practice Owners

AS YOUR PRACTICE GROWS, SO DO THE DECISIONS.

Important Financial Questions for Private Practice Owners

  • Is my practice actually as profitable as it should be?

  • How much should I pay myself?

  • How much cash should I keep in the practice?

  • Should I elect S Corporation status?

  • When can I afford to hire another employee or provider?

  • Which retirement plan makes sense for my practice?

  • Should I offer employee benefits?

  • How do I turn practice income into personal wealth?

Private Practice Owners

FROM SOLO PRACTICE TO GROWING TEAM

Your Financial Strategy Should Evolve With Your Practice

The financial decisions you face can change significantly as your practice grows. We help you plan for today while preparing for what is next.

Solo Practice

  • Business structure
  • Bookkeeping
  • Estimated taxes
  • S Corporation analysis
  • Owner compensation

  • Retirement planning

Growing Practice

  • Employees & payroll

  • Practice profitability
  • Cash reserves
  • Employee benefits
  • Retirement plans
  • Tax planning

Established Practice

  • Multiple providers

  • Leadership & compensation

  • Advanced retirement planning
  • Practice distributions
  • Personal investment strategy
  • Long-term wealth planning

WHY PIECE OF WEALTH PLANNING

Financial Guidance Designed Around Practice Ownership

CPA + CFP® Expertise

Bring practice accounting, taxes, financial planning, and investments together under one relationship.

Healthcare Focused

We understand the financial decisions healthcare professionals face as they build and manage practices of their own.

Proactive Planning

Make important financial decisions before tax season, rather than discovering opportunities after the year is over.

Business + Personal Perspective

We don’t stop at the practice. We help connect business decisions to your personal financial goals.

Fee-Only & Fiduciary

Financial advice designed around your goals and overall financial well-being.

HOW WE CAN HELP

Services for Your Practice and Personal Wealth

Accounting & Tax Advisory

Ongoing bookkeeping, financial reporting, tax planning, payroll coordination, and CPA guidance designed for your practice.

Explore Accounting & Tax Advisory →

Financial Planning & Wealth Management

Coordinate your investments, retirement, taxes, cash flow, insurance, and long-term personal financial goals.

Explore Financial Planning & Wealth Management →

Tax Planning & Preparation

Proactive tax planning, projections, estimated tax guidance, and business and individual tax preparation.

Explore Tax Planning & Preparation →

Small Business Consulting

One-time guidance for S Corporation analysis, business structure, compensation, retirement plans, and other practice decisions.

Explore Small Business Consulting →

OUR MOST COMPREHENSIVE SERVICE

One Financial Team for Your Practice + Personal Wealth

Our flagship service combines Accounting & Tax Advisory with Financial Planning & Wealth Management, so you get one coordinated strategy and one team looking at your entire picture.

YOUR PRACTICE

Accounting
Bookkeeping
Financial Reporting
Tax Strategy
Payroll Coordination
Business Planning

YOUR PERSONAL WEALTH

Financial Planning
Investment Management
Retirement Planning
Tax Planning
Insurance Planning
Estate Planning

ONE COORDINATED STRATEGY

Starting at $1,000/month

Frequently Asked Questions:

Yes. Piece of Wealth Planning is based in Atlanta and works virtually with private practice owners across the country, subject to applicable registration and service requirements.

We work with physicians, mental health professionals, dentists, nurse practitioners, physician assistants, therapists, and other healthcare professionals who own independent practices.

Yes. Our Accounting & Tax Advisory service includes ongoing bookkeeping, financial reporting, business and individual tax preparation, proactive tax planning, estimated tax guidance, and ongoing CPA support.

Yes. Accurate bookkeeping and financial reporting can help us evaluate revenue, expenses, cash flow, and profitability so you can make more informed decisions about your practice.

Yes. Owner compensation depends on your entity structure, practice income, cash flow, tax situation, and other factors. For S Corporation owners, reasonable compensation is also an important consideration.

Yes. We can help evaluate retirement plan options based on your practice structure, employees, income, contribution goals, and overall financial plan.

We can help evaluate the financial and tax considerations associated with retirement plans and certain employee benefit strategies as part of the broader planning process.

Yes. Investment management is included as part of our Financial Planning & Wealth Management relationship and can be coordinated with your practice income, taxes, retirement planning, and long-term goals.

No. Our services are available separately. They can also be bundled for practice owners who want their practice finances and personal wealth coordinated by one financial team.

Current starting prices are available in our Services & Pricing Guide.

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Build a Stronger Practice. Build Wealth Beyond It.

Bring your practice finances, taxes, retirement, and personal wealth together through one coordinated strategy.

SCHEDULE A FREE CONSULTATION

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