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Name*
Are your financial statements (Profit & Loss, Balance Sheet, Cash Flow) delivered to you monthly on time and in a clear format?*
Do you have confidence that your payroll taxes, deductions, and staff vs. doctor compensation are accurate and optimized?*
Are your financial accounts regularly reconciled to prevent duplicate transactions or missing data?*
Do you know the ideal split between salary and distributions to minimize your tax burden?*
Is your practice consistently filing all required tax forms on time (Sales Tax, 1099-NEC, Personal Property Tax, etc.)?*
Do you have clear visibility into your practice’s key metrics, such as operating net %, staff costs %, and doctor compensation %?*
Have you established a financial exit strategy, no matter where you are in your career?*

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