Insights

2025–2026 Tax Playbook for Direct Care Practices

Direct care practices face big changes under the 2025 tax laws with new brackets, higher deductions, and shifting retirement limits. This playbook breaks down key strategies to keep more of...

Direct Primary Care

What Direct Primary Care Doctors Need to Know About the One Big Beautiful Bill Act (OBBBA)

The One Big Beautiful Bill Act delivers long-awaited tax clarity and financial advantages for Direct Primary Care (DPC) doctors. From making DPC memberships HSA-eligible to expanding deductions and simplifying compliance,...

Tax Advisory

Mid-Year Tax Planning: What You Can Still Do to Save in 2025

While many business owners have heard of deductions and credits, few fully understand how each works—or how to use them to their advantage. Deductions reduce your taxable income, while credits...

Tax Advisory

Understanding Tax Deductions vs. Tax Credits: A Small Business Owner’s Guide

While many business owners have heard of deductions and credits, few fully understand how each works—or how to use them to their advantage. Deductions reduce your taxable income, while credits...

Tax Advisory

Year-Round Tax Planning Strategies for DPC Physicians

Year-round tax planning isn’t just smart, it’s essential for Direct Primary Care providers with unique income structures and growth trajectories. From choosing the right business entity to maximizing deductions, managing...

Proactive CFO

Financial Spring Cleaning: Refresh Your Books, Budget, and Business Strategy

Refreshing your books, budget, and overall strategy each spring provides clarity that translates into smarter decisions and stronger growth. From reconciling accounts and trimming redundant expenses to aligning your budget...

Tax Advisory

Post-Tax Season Financial Check-Up: Preparing Your Subscription-Based Business for the Year Ahead

Tax season may be over, but your financial strategy shouldn’t be. For subscription-based businesses, now is the ideal time to assess performance, tighten up cash flow, and set the stage...

Proactive CFO

Financial Red Flags: Warning Signs That Your Business Needs a CFO

A fractional CFO brings high-level financial expertise to your business without the cost of a full-time hire, helping you navigate challenges and scale with confidence. By offering strategic insights, cash...

Tax Advisory

Just Paid a Big Tax Bill? Here’s What You Could’ve Done — And What You Should Do Now

If you’re still recovering from the size of your tax bill, you’re not alone. Every year, small business owners across the country scramble to figure out why they owe so...

Small Business Tips

The Financial Guide to Running a Successful Subscription-Based Business

Subscription-based businesses are booming, offering predictable revenue and long-term customer relationships. From Direct Primary Care (DPC) clinics to SaaS platforms, recurring revenue models provide stability—but they also come with unique...

Proactive CFO

Key Tax Law Changes Every Business Owner Needs to Know in 2025

We’re already a month into 2025—how’s your tax strategy shaping up? With new tax laws taking effect, now is the time to make sure your business is on track. Whether...