Medical practices require support from competent advisors to assist with income tax and accounting compliance in order to be proactive and plan for the future. Yet, this level of expertise can be difficult to come by.
Your trusted tax advisors & CPAs
Proudly supporting California private medical practices.
Rood & Dinis is honored to act as the financial arm to many successful private medical practices, from established groups and physician owners to doctors venturing out on their own for the first time.
Challenges physicians face
Finding competent accounting professionals.
01
Poor communication.
Your CPA’s level of communication can make or break your working relationship. If you previously experienced a lack of communication, we’re here to restore your faith in the profession.
02
Staying financially organized.
In your world, time is not something to take lightly. All too often, physicians are actively involved in the day-to-day accounting. We believe your time is better suited helping patients and improving your business.
03
How we can help
Our experienced team works with many private medical practices throughout California to support their monthly or quarterly cloud accounting oversight, tax planning, and tax compliance needs.
Communication first
Communication is our utmost priority. We promote fixed-fee pricing, accelerated response times, project updates, and proactive planning for the future.
CPA oversight
Through trial and error, we have discovered how to assist physicians in staying financially organized throughout the year by meeting deadlines, consistently reviewing their accounts for money saving opportunities, being available at important moments, and ultimately, providing peace of mind. This type of relationship has allowed physicians to focus their energies elsewhere knowing that the backend financial compliance is handled by CPA industry veterans.
Primary Services
- Monthly or quarterly accounting close
- Income, sales and property tax compliance
- Quarterly tax projections and planning
- Regular meetings
- Unlimited communication with our firm
- Consistent review of account for tax savings strategies and relevant opportunities
- Assistance with taxing jurisdiction notices
Value-add Services
- Budgeting forecasts
- Cash flow analysis
- Internal control evaluation
- Bookkeeping
- Compilations
- Salary packaging
- Wealth accumulation strategies
- Risk mitigation
Traversing industries
We pride ourselves on providing effective tax support and accounting for numerous medical industry specializations. No matter your challenge, our experienced team is on-hand to solve it.
Ophthalmology
Dermatology
OB/GYN
Cosmetic
Bariatrics
Plastic Surgery
Optometry
Colon & Rectal
Orthopedics
30
years experience
1,000
lifetime clients
100
physicians in California
We offer trust, effectiveness, and experience gained through many years of tax work and accounting. In that time, we’ve grown from past experiences and honed our skills.
Today, we offer a wide range of services that reflect our team’s expansive skill set and knowledge. While any decent CPA will provide similar services, one of our core philosophies is that we always ensure our clients are happy. That means showing our human side and becoming your go-to trusted financial partner.
AccountingDx is…
Informative
Provides a detailed overview into current accounting practices. Identifies potential process improvements. Fosters discussion of short- and long-term financial goals
Actionable
Establishes collaboration between client and Rood & Dinis trusted CPA team. Implements a customized and compliant accounting process based on client needs and goals. Improves clarity through consistent communication. Improves time management
The Process:
We will analyze your company’s most recent financial statements and tax returns (do we add personal returns to this as well?). We will schedule a call to discuss your long and short-term financial goals
What to Expect:
You will receive a list of recommendations from us within a few days of document receipt. Your company can implement these changes immediately to minimize tax liability and optimize profitability.
Ready to Get Started?
At Rood & Dinis we are committed to your financial success. Take the first step by filling out the submission form for the complimentary AccountingDx. Have questions or need assistance? Please call us at 916-929-4450 or email info@roodcpas.com
Book your free consultation
We offer a free initial consultation to all businesses, their owners, and NPOs that are considering partnering with Rood & Dinis.
We’re looking forward to hearing from you soon.