Medical Accounting & Tax Specialists

Medical Accounting, Tax & Advisory Services

Expert accounting, tax, and advisory services for doctors and medical practitioners who want to grow profitably, minimise tax stress, and safeguard their practice.

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Medical Tax & Advisory

Running a medical practice means balancing quality patient care with complex financial realities — rising overheads, unpredictable cash flow, regulatory compliance, and growing pressure to stay profitable.

Whether you’re setting up a new practice, expanding, or planning for succession, we help you optimise tax, manage cash flow, and build a more efficient, financially secure operation.

From structuring and profitability analysis to succession planning and tax strategy, we take the guesswork out of running your practice — so you can focus on delivering care with clarity and confidence.

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Medical Accounting, Tax & Advisory Services

Revenue Cycle & Cash Flow Optimisation

Complex billing, Medicare and private health fund claims, and patient payments can all disrupt cash flow. We streamline every step — from invoicing and reconciliation to payment follow-up — to ensure timely, accurate collections and steady liquidity.

Practice Tax Strategy & Compliance

The tax landscape for healthcare professionals is complex — from equipment depreciation and practice expenses to income structuring and GST obligations. We provide proactive, year-round tax planning and compliance tailored for medical professionals to protect earnings and minimise ATO risks.

Financial Reporting & Profitability Insights

Numbers alone don’t drive decisions. We turn financial data into clarity — using profit and loss reports, practice-level dashboards, and trend analysis — to show exactly where profits are growing or slipping.

 

M&A, Valuations & Transition Planning

Buying, selling, or merging a practice? These moves demand precision. We assess true practice value, guide negotiations, manage tax implications, and plan for a smooth financial and ownership transition. 

 

Fractional CFO & Advisory Oversight

You’re a medical professional — not a bookkeeper. We act as your virtual CFO, overseeing bookkeeping, payroll, budgeting, forecasting, and compliance — so you can stay focused on patient care, not paperwork.

Kelly+Partners Financial Progress System™

At Kelly+Partners, our philosophy is simple: expert advice tailored to your business, wealth, and estate needs. With structured systems and year-round contact, we deliver clear, strategic guidance for long-term financial progress.

 

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1. Place

We start by identifying where you are today—then define your goals for the next 5, 10, and 20 years.

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2. Profile

We map your personal and business finances, wealth position, and succession needs to build a complete picture.

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3. Plan

A tailored financial strategy is created to align with your objectives—ensuring structured, consistent progress.

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4. Progress

We track your performance through regular reporting—monthly or quarterly—so you stay on course and in control.

Ready to get started?

It starts with a conversation. At Kelly+Partners, we deliver expert advice tailored to your personal, business, wealth, and estate needs—backed by structured systems and year-round support.

Book a discovery meeting
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