As a leader in the healthcare industry, your priority is delivering the highest quality patient care and provider support. Since the landscape of the healthcare industry is constantly changing, it is imperative that you have a trusted business advisor to navigate you through each step of the process. The Whitley Penn healthcare team provides audit and assurance, tax, and consulting services tailored to the nuances that span across a myriad of healthcare settings. Together, we’ll manage your business challenges so that you can focus on what matters most – your patients and providers.
What We Do
We provide a number of services specific to the healthcare industry. See below to learn more about a few that we have chosen to highlight here. Contact an advisor to learn more.
Assurance and Advisory Solutions
The audits we perform are normally required by the entities’ banking relationship or at the request of other stakeholders. We consult with clients who plan to sell in the future to ensure that their audit needs are met prior to the anticipated sale date.
Outsourced Accounting Solutions
- Monthly accounting functions:
- Bank reconciliation
- Process accounts payable
- Expense reporting management
- Month-end close
- Assessment & selection of various accounting technologies
- System implementation & managed support services
- Tax compliance
- Financial reporting including metrics and KPI’s
- Fractional or outsourced controller & CFO services
- Cash flow forecasting
- Cash balance plans
- Budget planning
Tax and Compliance Planning
Our full-service tax practice provides federal and state income tax return preparation and planning for healthcare structures that include:
- Professional associations
- Professional limited liability companies
- Limited liability partnerships
- Corporations and S-Corporations
- Nonprofit medical organizations
Additional Solutions
- Defined employee benefit plans
- Retirement plan design & asset management
- Stock option planning
- Profit sharing plans
- Safe-harbor 401-K
- Physician wealth management (visit the WPWealth website to learn more)
- HIPAA and SOC II + HITRUST solutions
Meet the Team
Josh Agren
Audit Partner
Daniel Boarder
Deal Advisory Partner