Healthcare Providers

Our medical and dental clients enjoy thriving practices and we want you to experience the same result. When operational challenges impact your productivity, profitability, or enjoyment, we identify areas needing attention and determine the appropriate corrective actions. Every practice is unique. With over 75 years of practice management expertise, our consultants are experienced at working with a wide range of specialties.

Our engagements begin with a thorough practice assessment, identifying areas that require attention. We establish a comprehensive approach to implementing recommendations and meeting the needs of your practice. By eliminating the operational struggles, you will maximize satisfaction and focus on patient care.

Our consultants collaboratively implement solutions designed to guide you and your practice through ADAPTATION, INNOVATION, and SYSTEMIZATION to support a fulfilled purpose and legacy of success.

Working together, our clients achieve simplified lives and more secure futures. Let’s get started!

Don’t take our word for it. Listen to what our clients have to say. Click here.


  • Monthly Accounting Reports
  • Auditing Services
  • Retirement Plan Administration
  • Federal Regulatory & Compliance Programs
  • Tax Planning & Preparation
  • Expense & Profitability Analysis
  • Strategic Planning
  • Startup & Acquisition Services
  • Establishing New Locations
  • Retirement Plan Design & Structure
  • Support as Doctors Transition In & Out
  • Culture Assessments & Team Training


  • Management Consulting
  • On-site Visits to Your Office
  • Interim Projects—Research & Analysis
  • Revenue Cycle Guidance
  • Customized Practice Systems
  • Human Resources Support Services
Dental CPAs
National Society of Certified Healthcare Business Consultants

Our Team

Paula Badovick

Management Consultant

Aaron Deaton

Tax Accountant

Pattie Elliott

Tax Accountant

Page Helmick

Director of Operations

Rik Helton

Management Consultant

Kellie Horner

Director of Human Resources

Jeff Jones

Management Consultant

Jim Kerns

Management Consultant

Tom Koch

CPA, Pension Services Manager

Maxine Lewis

Medical Coding Consultant and Auditor

Jeff Niesen

Tax Accountant

Tom Pierce

Management Consultant

Rob Scroggins

JD, CPA, CHBC, Principal

Sharlene Stowell

Accounting Team Leader

Brad Wagenknecht

Tax Accountant

Laura White

Healthcare Team Liaison

Keith Wilson

Organizational Development Consultant

Contact Us

200 Northland Boulevard
Cincinnati, OH 45246
Phone: 513.771.7070
Fax: 513.326.7640

Office hours:
Monday through Friday
8:00 a.m. to 5:00 p.m.