Your Healthcare Business Is Only One Piece of Your Wealth

We help healthcare business owners bring accounting, taxes, financial planning, and investments together through one coordinated strategy.

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

Healthcare Business Owners

YOUR ENTIRE FINANCIAL PICTURE

Your Business and Personal Finances Are Connected

The decisions you make inside your healthcare business can affect your taxes, retirement, investments, cash flow, and long-term wealth. We help bring those decisions together instead of managing them in separate silos.

YOUR BUSINESS

✓ Business structure

✓ Bookkeeping & financial reporting

✓ Cash flow & profitability

✓ Payroll & owner compensation

✓ Business taxes

✓ Retirement plans

YOUR PERSONAL WEALTH

✓ Personal taxes

✓ Investments

✓ Retirement planning

✓ Cash flow & savings

✓ Insurance planning

✓ Estate & legacy planning

One Team. One Strategy. Your Entire Financial Picture.

WHO WE HELP

Financial Guidance Built for Healthcare Business Owners

We work with healthcare professionals who have turned their expertise into businesses of their own.

Private Practice Owners

Physicians, therapists, psychologists, dentists, and other professionals building and managing their own practices.

Healthcare Consultants

Professionals providing consulting, education, advisory, or specialized healthcare services.

Independent Professionals

1099 professionals and independent contractors navigating self-employment income and taxes.

Telehealth Business Owners

Healthcare professionals building virtual practices and technology-enabled healthcare businesses.

Healthcare Service Companies

Entrepreneurs operating businesses that support patients, providers, practices, and organizations.

Growing Healthcare Entrepreneurs

Owners navigating employees, payroll, expansion, retirement plans, and increasingly complex finances.

WHERE COMPLEXITY GROWS

Your Business Is Growing. Your Financial Strategy Should Grow With It.

Running a healthcare business often means wearing multiple hats. As income and complexity increase, it becomes harder to know which financial decision should come first.

Am I paying more in taxes than I need to?

Should I elect S Corporation status?

How much should I pay myself?

Am I saving enough for quarterly taxes?

Which retirement plan makes sense?

What do my financial statements tell me?

How much can I take from the business?

How should I invest outside the business?

HOW WE CAN HELP

Services for Healthcare Business Owners

Accounting & Tax Advisory

Ongoing CPA-led accounting and proactive tax guidance to help you understand your numbers, plan ahead, and make informed business decisions.

Explore Accounting & Tax Advisory →

Financial Planning & Wealth Management

Bring your investments, taxes, retirement, cash flow, and long-term goals together through one coordinated financial strategy.

Explore Financial Planning →

Tax Planning & Preparation

Go beyond tax filing with proactive CPA guidance designed to help you plan throughout the year.

Explore Tax Planning & Preparation →

Small Business Consulting

Get CPA-led guidance for S Corporation elections, business structure, owner compensation, retirement plans, and other key decisions.

Explore Small Business Consulting →

OUR MOST COMPREHENSIVE SERVICE

Bring Your Business + Personal Finances Together

For healthcare business owners who want comprehensive support, our Accounting & Tax Advisory + Financial Planning & Wealth Management relationship brings both sides of your financial life together.

YOUR BUSINESS

Accounting
Bookkeeping
Tax Strategy
Business Planning

YOUR PERSONAL WEALTH

Financial Planning
Investments
Retirement
Tax Planning

ONE COORDINATED STRATEGY

Starting at $1,000/month

WHY PIECE OF WEALTH PLANNING

Financial Advice That Sees the Whole Picture

CPA + CFP® Expertise

Accounting, tax, and financial planning expertise brought together under one relationship.

Built for Business Owners

Advice designed around the intersection between business ownership and personal wealth.

Proactive, Not Reactive

Plan for financial decisions before they happen, rather than simply reporting what happened afterward.

Fee-Only & Fiduciary

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

THE PIECE OF WEALTH PLANNING DIFFERENCE

More Than an Accountant. More Than a Financial Planner.

One coordinated financial team.

ACCOUNTING

✓ Financial Reporting

✓ Business Insights

✓ Cash flow & profitability

✓ Payroll & Owner Compensation

✓ Bookkeeping

✓ Tax Notice Support

TAX

✓ Tax Preparation

✓ Tax Projections

✓ Estimated Taxes

✓ S Corp Planning

✓ Proactive Strategy

✓ Retirement Strategies

WEALTH

✓ Financial Planning

✓ Investment Management

✓ Retirement planning

✓ Cash flow & Savings

✓ Insurance planning

✓ Estate & Legacy planning

Business Success    →    Personal Wealth

Frequently Asked Questions:

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

Yes. We can evaluate whether an S Corporation election may make sense based on your business income, compensation, payroll requirements, tax considerations, administrative costs, and overall financial situation.

Yes. We can prepare both business and individual tax returns, which allows us to better coordinate how your business activity affects your personal tax situation.

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

Yes. We can help evaluate retirement plan options based on your business structure, income, employees, contribution goals, and overall financial plan. Depending on your situation, this may include options such as a Solo 401(k), SEP IRA, SIMPLE IRA, or other employer-sponsored retirement plans.

Yes. Our Financial Planning & Wealth Management service helps coordinate your investments, retirement planning, taxes, cash flow, insurance, estate planning, and other personal financial goals. Healthcare business owners can also bundle this service with Accounting & Tax Advisory for a more comprehensive business + personal financial relationship.

Yes. Investment management is included as part of our Financial Planning & Wealth Management relationship. We build and manage portfolios based on your goals, time horizon, risk tolerance, tax situation, and broader financial plan.

No. Accounting & Tax Advisory and Financial Planning & Wealth Management are available separately. However, they can also be bundled for healthcare business owners who want their business finances, taxes, investments, retirement planning, and personal financial goals coordinated by one team.

Our services are priced based on the complexity and scope of each engagement. Current starting prices include:

  • Accounting & Tax Advisory: starting at $650/month
  • Financial Planning & Wealth Management: starting at $500/month
  • Accounting + Financial Planning Bundle: starting at $1,000/month
  • Tax Planning & Preparation: starting at $4,800/year, paid monthly
  • Small Business Consulting: starting at $1,000/project

You can review our Services & Pricing Guide for a side-by-side overview of what is included in each service.

For our ongoing Accounting & Tax Advisory and Financial Planning & Wealth Management services, we typically meet quarterly to review progress, discuss changes, and identify upcoming planning opportunities. Clients can also reach out between meetings when questions or planning needs arise.

Ready to optimize your healthcare business?

Your business and personal finances shouldn’t be managed in isolation. Work with a team that understands how the pieces fit together.

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