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 team is ready to get right to work for you with little ramp-up time. We understand the unique issues and challenges you encounter, and we know how to solve them.

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. We are the calm in the chaos, working behind the scenes to ensure your practice runs smoothly so you can focus on patient care and enjoy your downtime.

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
Contact Us

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

Office hours:
Monday through Friday
9:00 a.m. to 5:00 p.m.