Why Join Us
The Power of Experience
With our combined professional experience of over 35 years, we’ve not only gained extensive knowledge but also valuable insights into the best practices that drive success in the healthcare industry.
Personalized Consulting
Our consulting services go beyond financial matters. As someone who recently went out on their own and started his own private practice, Dr. McDavid Mahaffey brings firsthand experience and a deep understanding of the challenges you face. We’ll guide you through everything from operational efficiency and process improvement to patient experience and staff management.
Comprehensive Financial Services
We understand that the financial management of your practice can be overwhelming. That’s why we offer a range of services, including virtual CFO services, bookkeeping, forecasting, tax services, and entity structuring. With our CPA expertise, you can focus on what truly matters — providing exceptional care to your patients.
More Time For Medicine
Our goal is to help two main groups. Physicians who are in current practice and need help streamlining operations and the financial side of things.
And secondly physicians who are in corporate medicine and want something more by deciding to branch out on their own. We will help you run your practice more efficiently, so you have more time to serve your community.
Meet Our Founders
McDavid Mahaffey
CEO
Fifteen year physician that recently left the corporate medical field to start his own practice.
Justin Earley
CFO
Fifteen year CPA with multiple companies specializing in tax, financial guidance, and strategic planning.
Join our Exclusive Community
Join the conversation with like-minded professionals.
In addition to our tailored services, we’re excited to introduce an exclusive online community that fosters collaboration, knowledge sharing, and peer mentoring among physicians.
By subscribing to our monthly membership, you’ll gain access to a supportive network of like-minded professionals who understand the unique challenges you face as independent practice owners.
Levels of Service we offer
We offer multiple packages to fit what works best for your business.
Cleanup Phase
Are your books a mess? This initial phase allows our team time to clean up the activity and restructure the chart of accounts so that your books are ready for our higher value services. We can also work with your current CPA or bookkeeper.
Includes-
-QBO Conversion
-Bookkeeping
-Chart of Account Cleanup
-Payables Cleanup
-A/R Cleanup
Onboarding time: 2 weeks
Pricing: A fixed fee quote will be provided after the initial consultation and will factor in the current state of the books and possible time needed to complete.
Average Price: Contact us for a quote today!
Controller Plan
Once the cleanup phase has been completed our next plan allows us to work with you to develop a game plan and start to draw the roadmap to get there. We will meet twice a month to go forecasting, monthly financial performance, and goal progress.
Includes-
-Budgeting
-Monthly financial review
-Cash Flow Analysis
-Goal Setting
-KPI analysis
Onboarding time: 4 weeks
Pricing: A week to week contract will be put in place to make sure you continue to see the value we are providing to your company.
Average price: $650-$950/week
Fractional CFO
This is our highest level of service allowing us to meet weekly to discuss issues your business is facing. It includes everything in the Growth Plan on top of having unlimited access to your CFO. Tax preparation for both business and owner are included.
Includes-
-Growth Plan plus:
-Monthly Dynamic Forecast
-2-3 additional meetings per month
Onboarding time: 6 weeks
Pricing: A week to week contract will be put in place to make sure you continue to see the value we are providing your company.
Average Price: $1,250-$1,650/week
Add-Ons
We also own a CPA firm that can handle the items below. We want to make things as seamless as possible for your company.
-Tax Planning
-Business Tax Filings
-Personal Tax Filings
-Quarterly Payroll Tax Filings
-Annual W-2 & 1099 Fillings
-Stand Alone Forecasting
-QuickBooks Online Conversion
-Financial Statement Analysis & Review
Average Price: Contact us for a quote today!
© 2024 – Small Town MD