📌 The Challenge:
In early 2023, a prominent Independent Physician Association (IPA) came to us with a critical issue:
⚠️ Three months of delayed bookkeeping
😤 Frustration with prior bookkeeper’s poor communication
⏰ Urgent regulatory deadlines looming for financial audit and tax filing
Their former accounting provider had left them in a bind. Inquiries took days to get a response. Financial data was scattered. And with year-end filings approaching fast, leadership was losing sleep.
💡 Our Solution: Clear Communication + Expert Execution
AffordaCare CPA stepped in with a CPA-led healthcare finance team. Here’s how we turned it around in just two weeks:
✅ Cleaned up all backlogged books to GAAP (Generally Accepted Accounting Principles) standards
📑 Prepared audit-ready financial reports
📊 Analyzed key compliance metrics:
🔹 Tangible Net Equity (TNE)
🔹 Working Capital
🔹 Cash-to-Claim Ratio
💬 Streamlined client communication for real-time collaboration
🚀 Delivered regulatory-ready data ahead of deadline
🏆 The Outcome: Trust Earned, Partnership Secured
The IPA leadership team was thrilled:
“AffordaCare CPA not only caught us up—they brought clarity and confidence to our finances. We finally feel supported.”
Since that rescue, the IPA has remained a long-term client—continuing to rely on us for monthly bookkeeping, financial reporting, and advisory services.
🤝 Facing a Similar Challenge?
If your IPA or MSO is struggling with accounting backlogs, audit prep, or unreliable support—we’re ready to help.