Services & Solutions

Physician Accounting Package — Complete Financial Control for High-Earning Physicians

Vertex Finance CPA’s Physician Accounting Package is the most comprehensive, all-inclusive financial management solution available for high-earning physicians, hospitalists, and medical professionals. For one flat annual fee, our team handles everything—monthly bookkeeping, corporate and personal tax filings, payroll support, and high-level CFO advisory—so you never have to think about finances again. We deliver clean, cloud-based financials, aggressive but compliant tax reduction strategies, W-2 vs. distribution optimization, cash-flow planning, and full corporate management (S-Corp/LLC) tailored specifically to medical professionals. Rather than juggling multiple accountants, software subscriptions, or tax advisors, physicians receive a dedicated financial partner who manages their entire financial ecosystem with the same precision and urgency they use in patient care. With transparent pricing—$8,500/year or $750/month—and discounted rates for hospital groups, Vertex Finance CPA empowers physicians to keep more of what they earn, stay fully compliant, and build long-term wealth effortlessly.

Private Practice Physician Package — $15,000 Per Provider Per Year (Premium CFO-Led Financial Management)

Vertex Finance CPA’s Private Practice Physician Package is an elite, end-to-end financial command center built specifically for private practice physicians, owner-operators, and medical groups. For $15,000 per private practice provider per year, you receive a boutique, full-service financial infrastructure that replaces the need for multiple accountants, billing consultants, payroll vendors, and tax advisors. Our team manages everything — comprehensive practice-level and owner-level accounting, corporate and personal tax filings, payroll for up to 10 employees, AP/AR support, and monthly CFO meetings that drive profitability, growth, and compliance. Practices gain clean financials, tax-optimized compensation structures, expansion strategy (new providers, new sites, new services), forecast modeling, and valuation guidance — all tailored to the realities of running a modern medical clinic. With a true annual value exceeding $22,000, this premium $15,000 per-provider package gives private practice physicians the same financial leadership, oversight, and strategic clarity that top healthcare organizations rely on. Vertex Finance CPA ensures your clinic runs efficiently, compliantly, and profitably — with the financial intelligence needed to scale confidently.

Elite Fractional CFO Package for Group Practices — $750,000/Year (Ultra-Premium Healthcare CFO, MSO & Enterprise Financial Leadership)

Vertex Finance CPA’s Elite $750,000 Fractional CFO Package represents the highest tier of outsourced financial leadership available to private medical groups, MSOs, and multi-state physician organizations, delivering the expertise and strategic command of an enterprise healthcare CFO earning $1.2M–$2.0M+ in salary, bonuses, and equity—without the overhead, HR risk, or executive liability. For $750,000 per year, your organization receives a deeply embedded senior healthcare CFO who functions as an executive partner within your leadership team, overseeing all financial, clinical, and administrative operations with board-level precision. This includes multi-entity financial systems management, enterprise-wide KPI dashboards, provider productivity and RVU analytics, payer mix and reimbursement strategy, value-based care optimization, advanced budgeting and forecasting, capital allocation, debt financing strategy, treasury management, and complete revenue cycle oversight to eliminate leakage across all sites and service lines. The package delivers full control over accounting operations, RCM vendor performance, AR recovery, contract review, productivity modeling, compensation restructuring, MSO platform development, multi-state tax strategy, and regulatory financial compliance. We architect complex partnership structures, manage physician buy-in/buy-out frameworks, build enterprise-level valuation models, and lead negotiations with banks, private equity firms, insurers, vendors, and real estate partners. Your CFO provides monthly executive finance summits, quarterly board presentations, enterprise budgeting retreats, and real-time advisory support for every major decision, while driving CAPEX planning, facility expansion, new service-line development, M&A diligence, practice acquisitions, telehealth scaling, and multi-state rollouts. This ultra-premium package also includes enterprise tax optimization, multi-state corporate structuring, intercompany arrangements, and MSO governance frameworks designed to future-proof your organization against payer, regulatory, and financial risk. With a true market value exceeding $1.5M–$3M annually, the $750,000/year Elite Fractional CFO Package gives large and rapidly growing medical groups unmatched financial leadership, operational sophistication, and strategic execution power—positioning Vertex Finance CPA at the center of your long-term growth, profitability, stability, and nationwide expansion.