The Financial Partner Your Practice Has Been Waiting For.
Complete virtual accounting and strategic financial consulting for physicians, dentists, and healthcare practice owners — built on trust, powered by expertise, across all 50 states.
Book Your FREE Practice X-RayEverything Your Practice Needs.
One Virtual Financial Team.
No more juggling between your bookkeeper, accountant, and advisor. Profit Pioneers handles your entire financial stack.
Practice Bookkeeping
Clean accurate books delivered every month. Know exactly where your practice stands financially — always current, never behind.
Practice Financial Dashboard
Monthly report showing your collection ratio, overhead %, net production — benchmarked against industry standards.
Tax Planning & Strategy
Year-round tax strategy built for healthcare professionals. S-Corp optimization and deductions planned all 12 months — not just April.
Entity Formation & Structure
LLC, S-Corp, PLLC — structured correctly for your situation from day one. Or restructured now to maximize your tax savings.
Fractional CFO Services
Monthly strategy calls, KPI dashboards, and cash flow forecasting — C-suite financial thinking at a fraction of the full-time cost.
Succession & Exit Planning
Thinking about selling your practice? We track your valuation now so you are completely ready when the time comes.
Payroll Management
On-time payroll every cycle. Full federal and state compliance. W-2 and 1099 filing handled completely — zero errors.
R&D Tax Credits
Available to far more medical and dental practices than most realize. We identify your eligibility and file your credits correctly.
AP & AR Management
Insurance collections tracked. Vendor bills managed. Cash flow timing optimized. Every dollar in and out — fully accounted for.
Year-Round Financial Strategy
We learn your practice deeply — your goals, risks, and growth plans — then build and execute a complete financial strategy every month.
Simple Plans. Serious Results.
All plans include dedicated support, monthly reporting,
and zero surprise fees — ever.
Starter
Ideal for solo practitioners & single-location practices
- ✦ Bookkeeping & Monthly Accounting
- ✦ Monthly P&L, Balance Sheet & Cash Flow
- ✦ Payroll Management (up to 5 employees)
- ✦ Tax Planning & Annual Filing
- ✦ AP/AR Management
- ✦ Dedicated Account Manager
- ✦ Monthly Strategy Call (30 min)
Growth
Built for growing practices ready to scale operations
- ✦ Everything in Starter
- ✦ Fractional CFO Services
- ✦ Cash Flow Forecasting & Budgeting
- ✦ Payroll Management (up to 15 employees)
- ✦ Quarterly Tax Strategy Sessions
- ✦ Financial Reporting & KPI Dashboard
- ✦ Business Advisory & Consulting
- ✦ Monthly Strategy Call (60 min)
Premium
Full-stack financial infrastructure for multi-location practices
- ✦ Everything in Growth
- ✦ Multi-Location Financial Consolidation
- ✦ Unlimited Payroll & Employee Count
- ✦ Investor-Ready Reporting & Due Diligence
- ✦ Succession & Exit Planning
- ✦ Year-Round Tax Strategy & Filing
- ✦ Priority Support (24-hr response)
- ✦ Bi-Weekly CFO Strategy Calls
Not sure which plan fits? Book a free Practice X-Ray call and we'll recommend the right fit.
Dental Practice Owners
We Built a Dedicated Page Just for You.
Dental-specific KPIs, HIPAA compliance guidance, Dentrix and Eaglesoft integrations, associate classification review, and R&D credits for technology adoption — all in one specialized page.
View Dental Practice Services →Your Practice Deserves a Financial Partner
Who Actually Understands Healthcare.
Book your free Practice X-Ray — a 30-minute session where we audit your current financials and show you exactly where you're losing money.