Vertex Finance CPA — Comprehensive Financial & Advisory Services

Serving Physicians, Private Practices, Hospitals, Healthcare Organizations & Biotech Companies

Vertex Finance CPA is a U.S.-based accounting and financial advisory firm specializing in healthcare and bioscience finance. Our team delivers high-precision financial management, advanced tax strategy, and full operational support to medical and science-driven organizations. Each client receives a tailored financial solution built around their workflow, growth needs, compliance requirements, and strategic objectives.

Because every organization is unique, our hourly rates and fees vary based on project scope, complexity, and level of expertise required. This ensures you only pay for the exact level of support your business needs.

SERVICES FOR PHYSICIANS (MD/DO, Specialists, Dentists, Surgeons)

1. Full-Service Accounting & Bookkeeping

• Monthly financial statements

• Cash flow and revenue cycle tracking

• Expense categorization and reconciliation

• Practice profitability analysis

2. Physician Tax Strategy & Planning

• S-Corp optimization

• Tax minimization for high-income earners

• Retirement planning & tax shelters

• IRS compliance and documentation

3. Payroll & Compensation Structuring

• Physician salary, distributions, and bonus planning

• Payroll processing and compliance

• Multi-entity compensation guidance

4. Personal Financial Advisory (High-Income Physician Plans)

• Wealth-building strategies

• Portfolio structuring (non-investment advisory)

• Long-term tax planning

SERVICES FOR PRIVATE PRACTICES (Medical, Dental, Behavioral Health, PT, etc.)

1. Practice-Level Accounting & Monthly Financial Operations

• Full-cycle bookkeeping

• Accounts receivable & payables support

• Profit margin and overhead analysis

2. Entity Structuring & Multi-Clinic Expansion Guidance

• LLC, PLLC, S-Corp setups and restructuring

• Financial modeling for new locations

• Break-even analysis

3. Practice Growth Advisory

• Revenue optimization

• Reducing operational leakage

• Physician compensation modeling

4. Audit-Ready Financials & Compliance

• GAAP-compliant reporting

• Audit preparation

• Financial controls implementation

SERVICES FOR HOSPITALS & HEALTHCARE ORGANIZATIONS

1. Systemwide Accounting Support

• Departmental financial management

• Cost accounting and service-line profitability

• Budgeting and forecasting

2. Workforce & Payroll Optimization

• Physician, NP/PA, and ancillary staff payroll oversight

• Multi-site timekeeping audits

• Contract review support

3. FP&A (Financial Planning & Analysis) Support

• Multi-year forecasting

• Strategic expansion modeling

• Pro forma development for new services or units

4. Operational Finance Advisory

• Improving margin performance

• Reducing financial waste

• High-acuity service line financial modeling (cardiology, neurology, primary care, etc.)

SERVICES FOR HEALTHCARE COMPANIES (Urgent Care, MSOs, Labs, Health-Tech)

1. Corporate Accounting & Controller Services

• GAAP financial statements

• Cash burn and revenue modeling

• Financial performance dashboards

2. Tax Strategy & Compliance

• Federal and state filings

• Multi-entity corporate structuring

• R&D tax credits (where applicable)

3. Healthcare Revenue Cycle Finance

• Billing workflow analysis

• Claims and collections forecasting

• Denial trend financial impact reporting

4. Investor & Board Reporting

• Financial summaries for stakeholders

• Pitch deck financial modeling

• Capital allocation strategy

SERVICES FOR BIOTECH & LIFE SCIENCE COMPANIES

1. Full GAAP-Compliant Accounting

• Accrual-based reporting

• Lab/research expense tracking

• Grant and investor reporting

2. R&D Financial Oversight

• Cost tracking for phases, trials, or experiments

• Financial modeling for FDA pathways

• Budgeting for research teams

3. CFO-Level Strategic Financial Leadership

• Fundraising financial prep

• Cash burn management

• Long-term financial roadmapping

4. Compliance, Audit-Readiness & Capital Structure Planning

• Audit preparation

• Cap table guidance

• Financial controls and policies

Flexible Billing Structure — Tailored to Your Needs

Vertex Finance CPA offers customized pricing because no two clients have the same financial complexity.

Pricing models include:

• Hourly Support

Rates vary by skill level (Staff → Senior → CPA → CFO-level).
Pricing is tailored based on project scope and intensity.

• Monthly Retainer Packages

Ideal for physicians, practices, and companies needing continuous support.

• Project-Based Flat Fees

For tax filings, financial models, audits, or one-time advisory work.

• Fractional CFO Services

High-level finance leadership at a fraction of the cost of full-time hiring.