As a leader in the healthcare industry, your priority is delivering the highest quality patient care and provider support. Since the landscape of the healthcare industry is constantly changing, it is imperative that you have a trusted business advisor to navigate you through each step of the process. The Whitley Penn healthcare team provides audit and assurance, tax, and consulting services tailored to the nuances that span across a myriad of healthcare settings. Together, we’ll manage your business challenges so that you can focus on what matters most – your patients and providers.

What We Do

We provide a number of services specific to the healthcare industry. See below to learn more about a few that we have chosen to highlight here. Contact an advisor to learn more.

Revenue Cycle Management Advisory

We offer specialized RCM advisory services to streamline your processes, ensuring efficiency and accuracy at every step. From enhancing patient access and registration to verifying insurance eligibility, we cover all aspects of the revenue cycle.

  • Patient Financial Services
  • Denials Management
  • Policy/SOP Compilation
  • Payer Enrollment
  • Revenue Integrity
  • Provider Briefing
  • Billing System Implementation
  • New Practice Stand-up

Deal Advisory

We work with your practice on the sell-side to ensure your audit needs are met, and your financial and operational processes are appealing to the buy-side.

Digital Services

We support practices with the following digital services, including, but not limited to:

  • Cybersecurity & Data Privacy
  • Data Product Development
  • Enterprise Resource Planning (ERP) Implementation
  • IT Consulting

Outsourced Accounting Solutions

  • Monthly accounting functions:
    • Bank reconciliation
    • Process accounts payable
    • Expense reporting management
    • Month-end close
  • Assessment & selection of various accounting technologies
  • System implementation & managed support services
  • Tax compliance
  • Financial reporting including metrics and KPI’s
  • Fractional or outsourced controller & CFO services
  • Cash flow forecasting
  • Cash balance plans
  • Budget planning

Audit and Assurance Solutions

The audits we perform are normally required by the entities’ banking relationship or at the request of other stakeholders. We consult with clients who plan to sell in the future to ensure that their audit needs are met prior to the anticipated sale date.

Tax and Compliance Planning

Our full-service tax practice provides federal and state income tax return preparation and planning for healthcare structures that include:

  • Professional associations
  • Professional limited liability companies
  • Limited liability partnerships
  • Corporations and S-Corporations
  • Nonprofit medical organizations

Wealth Management

Additional Services

  • Defined employee benefit plans
  • New practice support and advisory across the continuum
  • Serve as an overall extension of your finance and operations team
  • Contact us for a consultation and customized approach

Meet the Team

Meet the Team

Josh Agren

Healthcare Consulting Leader & Audit Partner

Jon Karp

Tax Partner

Daniel Boarder

Deal Advisory Partner

Jolee Patnaude

Revenue Cycle Management Advisory Director

We look forward to supporting you

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How Can We Help?

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