Want to take the pulse of your medical practice's finances? Try this easy-to-use tool to conduct a fiscal check-up on your office.
Looking to monitor the fiscal health of your medical practice? Lucien Roberts, vice president of Pulse Systems, Inc., offers a great check-up for your office using five measures - collections, labor cost, new patient, top five CPT codes, and top five referral sources.
Download Roberts' spreadsheet here and for guidance on how to use this tool, see his article, "5 Vital Signs for Your Practice's Health."
Asset Protection and Financial Planning
December 6th 2021Asset protection attorney and regular Physicians Practice contributor Ike Devji and Anthony Williams, an investment advisor representative and the founder and president of Mosaic Financial Associates, discuss the impact of COVID-19 on high-earner assets and financial planning, impending tax changes, common asset protection and wealth preservation mistakes high earners make, and more.