Frequently Asked Questions

We are a comprehensive accounting and financial service for surgeons. We set surgeons up with our Physician Practice Plan that is used to create a lean efficient practice, deposit $5M in their bank account in 5 years, save $50K in taxes yearly, while making sure their assets are protected and private. Services within our system include bookkeeping, accounting, monthly meetings to make sure you are track, financial analysis and CFO services, tax planning, investment and insurance planning, and financial planning. You are (or will be) a high net worth surgeon. You need an integrated plan with white glove service. That is what we do. 

Surgeons and Surgical Specialists. Sorry, we specialize just as you do. You wouldn't go to an Internist to have brain surgery. You come to us if you are a surgeon who understands the value of specialization. The value of your time is the leverage that helps you deposit $5M in 5 years in your bank account and save $50K every year in taxes. We teach you and create the systems that free up your time. You should never do tasks that are less than your time value, unless you love it or it enhances your life. 

We provide bookkeeping, accounting, tax planning, CFO, asset protection, and wealth advice. This comes in one package we call our Physician Practice Plan. It is all integrated. Surgeons are different than other professionals.  We provide a plan that recognizes what creates a successful practice, full service financial systems, and asset protection produces a high net worth surgeon. Follow our system, the Physician Practice Plan, and you will be one. 

For Basic Bookkeeping, monthly reconciliation, monthly financial reports, and payroll service we charge $997 per month. For the basic package plus tax planning, CFO services, and financial planning to make up the PHYSICIAN PRACTICE PLAN it is $1997 per month with a $500 per month fee for any additional physician in the same practice. For the full Physician Practice Plan that also includes real estate, lending, and insurance structures for generational wealth, the price is $3997 per month per physician. Any ancillary costs outside the system chosen will be charged on a per hour basis. Leaving off any component will decrease your wealth creation. Patience, time, and compounding build true wealth. We value your time highly. You will also quickly realize the value of ours. With us, you get the premier financial firm for Surgeons with a proven system for generating wealth. 

We do not want to waste our time on the wrong surgeons. This system was created by a mastermind of surgeons who developed the ideal practices while depositing $5M in their bank account in 5 years and saving $50K (or much more) in taxes every year. We put these same systems in place. They work each and every time. Any surgeon who is motivated and follows the system will obtain results. The components all work together for you. You will now focus on the right things that provide value - your patients. This is NOT for every surgeon. Only those who understand how important following a proven plan and system to create the life you want. If that is you, you are our surgeon. 

Sure you can hire a collective mash of cheap financial services from different companies or try to do it all on your own. But you will get just what you pay for - money lost and time wasted that will be unmeasurable.