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Complimentary CPA Checkup

Like your patients, every health care practice should maintain regular checkups for optimum health.

We offer a complimentary evaluation that:

  • ​Examines your current practice tax & accounting
  • Reveals how to make changes and improve it
  • Shows how to reduce stress and increase profit

You could be just minutes away from a more profitable practice!

About the Complimentary CPA Checkup

Step 1 – Schedule a Time For a Phone Call
We believe in real conversation and personal relationships. We’ll discuss your practice accounting, share our unique process and determine together if a Crossroads CPA Checkup makes sense.

​Step 2 – Upload Documents
Under strict confidentiality, we’ll help you upload some tax returns and practice profit and loss statements for our review. You’ll also complete a brief online survey to help us learn about your goals. We’ll work hard to find ways for you to increase profit, drive top line revenue and reduce your stress as you do it.

Step 3 – Strategic Consultation
When our research is done, we’ll join you for an online Zoom meeting to share our advice and strategies for success in your practice. Our Crossroads CPA Checkup is intended to reveal opportunity that may not be readily apparent to you, and help us determine if working together makes sense. We’ll be clear, honest and efficient in our advice, giving you all you need to decide if your current accounting partner is ideal for you