Can I hire you for one project before committing to monthly service?
Yes. Several services at Hunter Green CPA are designed as standalone projects, each scoped and priced on its own.
If you’re months or years behind on the books, a catch-up bookkeeping project brings everything current. This is often the first step for owners who need clean records for a bank, a buyer, or just to finally know where they stand.
You can also hire the firm for this year’s business and personal tax returns without signing up for monthly bookkeeping. The return gets prepared, you get your filing, and that’s the end of the engagement if you want it to be.
Payroll system setup is another one-time project. The firm configures your payroll system, typically Gusto, gets withholdings right, and trains you to run it yourself going forward.
A tax strategy engagement is a focused look at your entity structure, timing, deductions, and retirement planning. This works well for high-earning clinicians who suspect they’re overpaying but haven’t had anyone look at the whole picture.
If you’ve received an IRS or state audit letter, the firm can help you prepare documentation, draft responses, and manage the process without any ongoing commitment.
Here’s the honest part. Most owners who start with a catch-up project end up continuing with monthly bookkeeping for medical businesses. Once the books are finally clean and current, people tend to want to keep them that way. But there’s no contract that requires it and no pressure to convert. If you want one project and done, that works.
If you have a specific project in mind, book a consultation and we can scope it out together.
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More Questions
Our revenue mixes private pay, long-term care insurance, and a Medicaid waiver program. Can your books keep that straight?
Yes. The books track each payer type separately so you can see where revenue comes from, how long it takes to collect, and what your actual margins look like by source.
Read answerDo you work with weight loss and IV therapy clinics that are not traditional med spas?
Yes. Hunter Green CPA serves medical weight loss and IV therapy clinics nationwide. These businesses have specific financial challenges including deferred membership revenue and volatile medication costs that require careful bookkeeping and proactive tax planning.
Read answerPayroll is due Friday and the payers have not paid. How do agencies survive this gap?
The gap between payroll deadlines and payer reimbursement is manageable when you know your numbers. Track each payer's real lag time, hold a cash cushion sized to cover payroll through it, and keep the books current so the gap is a known number instead of a monthly scare.
Read answerWhat financial red flags should make a med spa owner stop and fix things now?
Six warning signs that are cheap to fix now and expensive to fix later: prepaid package cash spent with services untracked, inventory not counted against sales, uncollected retail sales tax, intercompany fees on paper only, no tax reserve set aside, and books falling behind during growth.
Read answerWhat is the right way to pay myself from my practice?
The right way depends on your entity structure. Default LLCs take draws against profit, while S corporations pay a reasonable salary through payroll plus distributions of remaining earnings. In both cases, what you pay yourself should be grounded in what the books show the practice actually earns.
Read answerWhat deductions do medical business owners commonly miss?
Medical business owners often miss vehicle and mileage expenses, continuing education costs, professional insurance premiums, and retirement contributions. The common thread is poor documentation throughout the year.
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