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.

Assurance and Advisory 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.

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

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

Additional Solutions

Meet the Team

Meet the Team

Josh Agren

Audit Partner

Jon Karp

Tax Partner

Daniel Boarder

Deal Advisory Partner

Thought Leadership

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

Submit the form at right and one of our professionals will be in touch with you.

Questions? Contact an advisor.

Contact an Advisor

Get started today. Submit the form below to get in touch with an advisor. For all other inquires not service related, click here.
Skip to content