Services to Practice Owners

I’ve been with Schwartz and Schwartz for 10 years and couldn’t be happier. They are extremely knowledgeable and very good at what they do.  They have continued to exceed my expectations of what you should expect from an accounting firm and treat me more like family as opposed to just a client. I highly recommend them—you will not be disappointed!
– Dr. K, Orthodontist

We know it can be difficult to juggle the roles of business owner, employer, and direct healthcare provider.  We offer a full menu of services that will help free up your time so you can focus on what you love: your patients!

More importantly, we prioritize exceptional customer service and business support, overseen by experienced and competent staff you can trust.

Comprehensive – Convenient – Cost Effective 

Our comprehensive menu of services for Practices has been developed over 25 years through first-hand experience working with hundreds of practice owners just like you. We offer:

  • Due Diligence reports when purchasing or selling a practice
  • Accounting and Bookkeeping services
  • QuickBooks set up and maintenance
  • Corporate, S-Corp, and Partnership tax returns
  • Basic practice management assistance
  • Payroll, 1099, and Bonus Calculation services
  • Human resource compliance assistance
  • Annual analyses of your collections, fees and overhead



Accounting, Bookkeeping & Payroll Service Packages

Our team at Schwartz & Schwartz works with you to select the service package that best meets your specific needs and offered for a reasonable fee.

All packages include periodic one-on-one meetings with your designated accountant to discuss your practice’s finances. We’ll help you interpret “the numbers” so you can develop strategies to improve your practice collections and net profit while minimizing your tax liability.  We schedule meetings at your office, by phone, or remote to ensure we stay on top of your financial needs.

Our Bundled Service Packages include Bi-Weekly Payroll services and monthly bookkeeping.  QuickBooks Online subscription is required. Additional payroll processing cycles are available if they better suit your needs.


Human Resources Assistance

We understand that is it difficult to balance the demands of both an employer and healthcare provider. We can help you minimize the time spent on employee related issues by preparing clear and concise documents that will outline the HR policies and procedures of your practice.

Our team will meet with you, review your office policies, and prepare the documents that are important to the day to day management of your busy practice.  Documents may include: Confidentiality Agreements, WISP Compliance, Personalized Benefit Statement, and Employee Handbooks.  All documents will comply with State and Federal law.


Due Diligence/Practice Transitions

Interested in buying or selling a practice?

We can help by completing a Due Diligence Report for you – a vital tool that’s needed when deciding to buy or sell.  We will help you evaluate all aspects of the business and include specific industry information to help with your decision.


Year-Round Help Desk

We know that questions occur in-between scheduled meetings, too.

Our Practice Help Desk is always staffed by an accountant and is available to you every business day so that you can have your concerns addressed quickly and competently.


Integrated Services to Support Your Personal Financial Needs

For your convenience, our Individual Tax and Financial Planning services are easily available to you to assist in your personal financial needs, too. Our team will work to:

  • Minimize your tax liabilities
  • Maximize your cash flow
  • Meet your long-term financial goals
  • Optimize existing federal and state tax laws
  • Calculate tax projections and estimated payments
  • Provide Basic and College Financial Planning
  • Resolve any IRS or State agency problems concerning a tax return we prepared


Contact us today to find out why we’re a multi-year winner of the “Best in Client Satisfaction” award from Boston Magazine’s Five Star Wealth Manager program.

Everybody at Schwartz and Schwartz is awesome. I could not be happier and have complete trust in all the employees.

– Mark, Practice Owner


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