Keep More of What You Earn. Run Your Practice With Confidence.
Independent practice owners we work with typically save $30K–$80K+ through proactive tax strategy, optimized compensation, and retirement planning — without adding chaos to their operations.
What Practice Owners Often Run Into
These are patterns that show up regularly across independent practices.
Hard to reach accountant. You only talk once a year, usually around tax time. Questions pile up with no clear place to get answers.
Tax surprises. The bill is bigger than expected, and you find out too late to do anything about it. No quarterly projections or planning conversations.
Profitable on paper, tight on cash. The P&L looks fine, but something doesn't add up when it comes to actual money in the bank.
Generic advice. Your accountant has never dealt with insurance reimbursements, EHR exports, or provider compensation. The guidance feels disconnected from how your practice actually runs.
Financial Oversight + Tax Strategy + Owner Advisory
What working together includes.
Financial Oversight
Monthly review of your books with a standard KPI pack. Same format every month so you can track trends over time.
- Monthly P&L and Balance Sheet review
- Collections, payroll %, overhead % tracking
- Cash flow monitoring
- Owner compensation snapshot
Tax Strategy
Proactive tax planning with quarterly projections. Strategies are identified early, implemented on schedule, and documented for filing.
- Tax strategy assessment
- Quarterly projections and estimates
- Owner comp optimization
- Retirement planning coordination
Owner Advisory
Regular planning calls focused on decisions. When you have a question, you have someone to call who understands your practice.
- Monthly or quarterly strategy calls
- Decision support with real numbers
- Hiring and expansion analysis
- Vendor and bookkeeper coordination
"Calm systems. Clean numbers. Confident decisions." The principle behind everything we do at Giesecke Advisory
How Engagements Typically Work
Clear steps. Low chaos.
Discovery Call
30 minutes to understand your practice, current financial setup, and what you're trying to solve. We figure out if working together makes sense.
Assessment
I review your last two years of returns, current financials, and existing systems. You get a clear picture of opportunities and a proposed roadmap.
Implementation
Tax strategies are executed. Financial operating rhythm is established: monthly closes, quarterly projections, regular check-ins.
Ongoing Advisory
Regular calls, consistent KPI tracking, proactive tax planning. You have the numbers and the context to make decisions with confidence.
10 Numbers Every Practice Owner Should Review Monthly
The same KPI checklist I use inside a healthcare practice. Useful for knowing what to ask your bookkeeper for.
Want to Talk?
Schedule a 30-minute discovery call. We can discuss your practice, your current setup, and whether working together makes sense.
Schedule a Call