Polk Health Care Advisors
Polk and Associates has provided accounting and consulting services to medical professionals since 1980. Large enough to serve most facilities and practice groups, yet small enough to provide a personal approach, we are committed to maintaining the highest accounting and ethical standards. We understand the importance of the financial health of your enterprise and offer a unique team approach that provides a great depth of expertise from general tax and accounting to technology and practice consulting.
Polk has the experience and industry-specific knowledge to give structure to daily routines so that busy medical professionals and their staff can concentrate on the well-being of their patients. With traditional accounting services from Polk and Associates, your practice can enjoy integrated billing and accounting systems with internal controls to protect data and help guard against loss. If appropriate for your practice, our Quickbooks Pro Advisors can design and install a custom system, then train your staff to become efficient and accurate daily users.
We also provide effective, innovative consulting services to help you develop, plan and implement strategic business decisions that enhance profitability and reduce risk. Our management ideas, performance measurement and benchmarking services can help you confidently focus on the growth and development of your business. Our strategic planning, retirement and estate planning ensure that the fruits of your labor will be secure for the future.
Medical professionals know that knowledge and experience can make all the difference. Put our experience to work for you. Choose Polk and Associates for your traditional public accounting services and specialized business consulting services.
Polk and Associates provides traditional accounting services to clients in a variety of industries. We provide compilation or review services as well as financial statement preparation. Monthly, quarterly and financial statement preparation is available based on a client’s particular needs. Traditional and HUD Audit Services Agreed Upon Procedures For specific financial statement or non-financial statement issues. Internal Control Design Good internal controls are key for any successful business. We will examine your current internal control structure and provide recommendations for improvements. If you are just starting out we can design a system for you. Cash Flow Management Assistance in maximizing your available cash, forecasting and budgeting. We develop a system of controls over the collection, disbursement and use of cash. Business valuation and litigation support services provided by Accredited Business Valuation professionals. Services Provided For: Polk and Associates can provide bookkeeping and financial statement preparation services on a monthly, quarterly or annual basis based on your needs. Payroll services are also available and can include direct deposit, quarterly and year end tax form preparation including W-2’s and 1099’s. If you prepare your own payroll but would like assistance with payroll tax return preparation we can handle that for you as well. Our staff can also prepare monthly, quarterly and annual sales tax returns. If you are starting a new business we can assist you with registration for sales, withholding and unemployment taxes as well as with obtaining an employer id number. Estate Planning We will work with your attorney in developing a comprehensive estate plan that both minimizes taxes and fulfills the desires of the individual. Succession Planning Our professionals will work with you to develop a plan to provide for the smooth transition of the management of your company to successors. Strategic Planning We will assist with development of a blueprint for your company’s goals and plans for the future. We will then assist in the design and implementation of measurement systems to evaluate progress toward those goals. Process Evaluation Today’s CEO’s and business owners are very closely involved in their businesses. Because we are familiar with our client’s business but are not necessarily involved in the day to day activities we are in a unique position to evaluate the business processes and make recommendations for improvements. One benefit of this service can be increased profitability. Services Provided: We provide tax planning, preparation and compliance services for partnerships, corporations, trusts, estates and individuals with an emphasis on identifying and capitalizing on tax opportunities. Audit representation and/or negotiations regarding tax liabilities are available. We have successfully represented clients before the IRS and State and Local Governments in collections and audit issues.
DENTAL PRACTICE SERVICES
MEDICAL PRACTICE SERVICES
HOSPITAL SERVICES
ACCOUNTING “
AUDITING & ASSURANCE
Provided for both non-profit and for profit entities.
BUSINESS VALUATION
BUSINESS ACQUISITION, REORGANIZATION, MERGER
BOOKKEEPING & PAYROLL
ESTATE & SUCCESSION PLANNING
STRATEGIC PLANNING & PROCESS EVALUATION
TAX PLANNING & COMPLIANCE
TAX REPRESENTATION
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