Healthcare Accounting

Accounting, Tax & MSO Advisory for Healthcare

Healthcare accounting goes beyond standard bookkeeping. From reimbursement models to Management Service Organization (MSO) structures, we help you build the financial infrastructure your practice needs to grow.

Businesses Supported
0 K+
States Served
0 +
Industry Vertical
0 +

⭐️⭐️⭐️⭐️⭐️

Google Rating
AICPA Member UHNW Institute QuickBooks Pro Advisor Ramp Partner NetSuite Certified EOS® / Traction™ GA Society of CPAs PR Society of CPAs; Entrepreneurs’ Organization
Sound Familiar?

Healthcare Finances Are Uniquely Complex. Your CPA Should Know That.

Complex revenue recognition and reimbursement models

Reimbursement models are simply the different ways you get paid: fee-for-service, capitation (a fixed per-patient fee), bundled payments, or value-based contracts. Each one requires different accounting treatment. One of the biggest mistakes we see is relying on cash collections instead of recognising revenue as it's actually earned. That's not just inaccurate, it can put you out of compliance.

MSO structures with intercompany complexity

An MSO manages the business side of a practice while the clinical side stays separately owned. That means money and services constantly move between the two ('intercompany' transactions). Loose intercompany records are one of the most common reasons an otherwise healthy MSO stalls out during due diligence. It's usually the first thing a lender, investor, or regulator digs into.

Practice succession without a tax-efficient exit plan

Bringing in a partner, merging practices, or planning a phased retirement all carry real tax implications. Without proactive structuring, those costs can be significant. The mistake we see most often: owners wait until they've verbally agreed to a deal before calling a CPA. By then, most of the tax-efficient structuring options are already off the table. It's worth reviewing your ownership structure before negotiations begin, not after.

Multi-state compliance for telehealth and multi-location practices

Telehealth delivery, satellite offices, and provider licensing across state lines create income tax, payroll tax, and regulatory obligations. These often appear long before owners expect them. Many growing practices don't realize they've triggered nexus (a taxable presence) in a new state until a notice arrives. By then, penalties and back filings are already in play.

That's Where We Come In
That's Where We Come In

Every Financial Function Your Practice Needs

MSO Accounting & Advisory

Clean intercompany accounting means reliable reporting and simpler audits. That is usually the first thing a lender or investor checks. So we build that structure and handle the fee tracking and revenue recognition behind it.

Succession & Ownership Planning

Protect the value you've built when it's time to bring in a partner, merge, or step back. The earlier this starts, the more options you keep. We structure the buy-sell agreement, coordinate valuation, and plan the exit.

Multi-State Tax Compliance

Expand into new states or launch telehealth without tripping over nexus you didn't know you'd triggered. Catching it early is the difference between a filing and a penalty. We handle the income tax, payroll tax, and multi-state filing & annual compliance as you grow.

Bookkeeping & Reconciliation

See where your practice actually stands each month, with books built for how healthcare revenue really works. We include reimbursement reconciliation and integrate with the billing platform you already use.

Outsourced CFO & Controller

Make expansion or acquisition decisions with real numbers behind them instead of guesswork. We build the cash flow forecasts, capital planning, and board-ready reporting multi-location organizations need to move with confidence.

Tax Planning, Preparation & Filing

We build a strategy around your entity structure, instead of just filing returns after the fact. We offer quarterly estimates and planning year-round for S-Corps, C-Corps, and partnerships. Ultimately helping you keep more of what your practice earns.

Markets We Serve
Markets We Serve

Specialist Experience Across Healthcare & MSO Sub-Markets

Practice accounting, reimbursement models, provider compensation
Intercompany reconciliation, management fees, compliance reporting
Practice management integration, associate transitions, multi-location

🐾 Veterinary Clinics

Inventory management, multi-provider scheduling, practice growth
Elective procedure and service-based revenue, financing reconciliation, membership models
Per-visit billing, insurance reconciliation, practice efficiency
Inventory accounting, regulatory compliance, wholesale distribution
R&D cost tracking, grant accounting, milestone-based revenue
Multi-state compliance, subscription revenue, virtual care billing
Travel provider compliance, 1099 reporting, multi-state filing
Entity structuring, fundraising readiness, burn rate management
Susan Borkowski,Β CPA
Director of Controller Services,Β Healthcare Practice Lead

Susan leads Fusion CPA’s healthcare practice. Specifically, she brings deep experience in MSO accounting, healthcare revenue recognition, succession planning, and controller-level oversight for multi-location organizations.

How It Works

Stabilize, Strategize, Scale

01

Discovery Call

We learn about your practice structure, reimbursement models, MSO arrangements, and financial pain points. 30 minutes. Free. No pressure.

02

Stabilize

You'll finally have financial reports you can rely on before making hiring or expansion decisions. We get there by cleaning up your books and setting up proper revenue recognition for your reimbursement models. We also reconcile intercompany transactions and review prior returns for missed deductions.

03

Strategize

Once your books are reliable, proactive tax planning becomes possible: entity optimization, retirement plan maximization, succession planning, and multi-state compliance. We back it with a documented, forward-looking approach instead of guesswork.

04

Scale

As your practice grows, you'll have Chief Financial Officer (CFO)-level advisory behind you for expansion, acquisitions, capital planning, and MSO financial structuring. It's the financial leadership growing healthcare organizations need.

Client Results

Trusted by Healthcare Professionals Nationwide

From the very first consultation, I felt like I was in good hands. The staff is friendly, thorough, and genuinely cares about their clients’ financial well-being. I highly recommend them.
Ivan Mercer
I’m very pleased with the tax preparation services I received. The team was professional, knowledgeable, and made sure everything was filed correctly. I appreciated how they made sure I understood every step.
Lawrence Doyle
States Served
0 +
Clients
0 K+
Live Activity
Frequently Asked Questions

Common Questions

We work with physician practices, dental offices, veterinary clinics, MedSpas, and physical therapy practices. We also work with pharmaceutical and biotechnology companies, telehealth providers, healthcare startups, and Management Service Organizations (MSOs). All of them come to us for the same reason: general accounting doesn’t fit how healthcare revenue actually works. So, we tailor our approach to your practice type, reimbursement models, and organizational structure.

An MSO manages the business side of a practice while the clinical side stays separately owned. As a result, money and services are constantly moving between the two entities. When that intercompany activity goes untracked, it’s usually the first thing a lender, investor, or regulator scrutinizes. So we build the fee tracking, reconciliation, and revenue recognition structure to hold up under that scrutiny.

Yes, and the timing matters more than most owners realize. Many tax-efficient structuring options are gone by the time owners have verbally agreed to a deal. That’s why it’s worth reviewing your ownership structure before negotiations begin, not after. So we get involved early, building a genuinely tax-efficient transition from buy-sell agreements through valuation coordination. Email us at info@fusiontaxes.com.

Expanding through telehealth or additional offices often creates filing obligations before practice owners expect them. In fact, income tax, payroll tax, and registration requirements tend to build quietly in the background. So we help identify those obligations early, before growth turns into unexpected tax exposure.

Schedule a Discovery Call With Our Team

Discuss your setup, challenges, and opportunities,Β  then pick a time that works.

Serving clients nationwide: Atlanta, Utah, Puerto Rico, and beyond.

No long-term contracts Β· No pressure Β· Free consultation

AICPA Member UHNW Institute QuickBooks Pro Advisor Ramp Partner NetSuite Certified EOS® / Traction™ GA Society of CPAs PR Society of CPAs; Entrepreneurs’ Organization

Healthcare accounting doesn’t work like standard small-business accounting. Reimbursement models, MSO structures, and practice succession each carry tax and compliance consequences a general CPA can easily miss. Fusion CPA works with physicians, dental practices, veterinary clinics, MedSpas, physical therapy practices, telehealth providers, and healthcare startups across 40+ states to build the financial infrastructure these situations require. We follow a Stabilize, Strategize, Scale engagement model, starting with a free 30-minute Discovery Call: email discovery@fusiontaxes.com or call 404-955-7338.

Fusion CPA is a tax, outsourced accounting, and advisory firm serving clients across 40+ states. The firm is headquartered in San Juan, Puerto Rico, with additional offices in Atlanta, GA and Park City, Utah. The team is a member of the American Institute of CPAs (AICPA), a QuickBooks ProAdvisor, and NetSuite Certified. It follows the Entrepreneurial Operating System (EOS) as outlined in Traction, and has supported over 2,000 businesses to date. To schedule a free Discovery Call, visit fusiontaxes.com or email info@fusiontaxes.com.