Take Good Care of Your Business

Take good care of your business with Practice Setup’s Business Health Assessment Services.

Whether you are a struggling medical practice, or simply looking for an expert to assist with business responsibilities, we are here to help. We offer a wide variety of business health assessment services, from one-time wellness exams to ongoing services.

Practice Setup has the knowledge and experience to assist you with every facet of your medical practice, from financial and procedural to human resources and insurance.

Please contact us today to discuss how we can help your medical practice.


One-Time Wellness Exam for Medical Practices

  • Review Prior 2 Years of Business Income Tax Returns
  • Review Year-to-Date Financial Statements
  • Discuss Possible Sales Tax Responsibilities
  • Review Accounts Payable/Receivable
  • Assess Internal Controls
  • Review/Discuss Retirement Plans
  • General Business Operational Procedures Review
  • Evaluate Medical Billing Procedures
  • Audit Charts and Check Coding
  • Evaluate Current Payer Agreements and Credentialing
  • Evaluate Patient Flow
  • Review/Discuss Payroll Services and Workers’ Compensation
  • Insurance
  • Review/Discuss Employee Benefit Plans
  • Evaluate Personnel Mix
  • Evaluate/Discuss Electronic Medical Record (EMR) Services

Additional Services

  • QuickBooks Education/Training/Assistance
  • Medical Billing
  • Credentialing

Monthly or Quarterly Services Available

  • Bookkeeping
  • Payroll & Human Resources
  • Compiled Balance Sheet and Income Statement prepared by the firm Benjamin T Koeller CPA, PLLC
  • Financials Semi-Customized With a Year-To-Date Column or Comparison to Prior Year/Period
  • Review Financials with Owner(s) on a Set Interval Basis (quarterly, semi-annually)
  • Sales Tax Preparation (if applicable)

Annual Services Available

  • Annually Compiled Balance Sheet and Income Statement prepared by the firm Benjamin T Koeller CPA, PLLC
  • Income Tax Return(s) prepared by the firm Benjamin T Koeller CPA, PLLC (individual returns may be prepared for an additional fee)
  • Review Financials and Tax Return(s) with Owner(s)