New partner offers and onboarding
Profitability and growth strategies
Implementation of Sage Intacct
Hand to Shoulder Center of Wisconsin started over 30 years ago and as they grew, they realized their current CPA firm didn’t have the depth of knowledge needed to support the vision for their practice. “We conducted a state-wide search for a CPA firm that had expertise in the healthcare field,” says Dr. Toivonen, M.D. “We were looking for a firm that could provide a comprehensive set of services and depth of experience to position our practice for continued business growth.”
“It became obvious that for our group to be comfortable with focusing on patient care, we needed the solid foundation of a firm who could support the business side and allow us to not worry about the numbers,” says Dr. Toivonen.
One of the first solutions SVA provided was the implementation of a new accounting software system (Sage Intacct) that eased the administrative burden on their practice and delivered the data for effective financial analysis. SVA continues to provide a consultative approach on what is happening in the ever-changing healthcare industry including tax laws, updates from national and state agencies, and industry benchmark comparisons. The practice owners benefit from monthly meetings with SVA to keep them apprised of the financial side of the practice, as well as the integration of the corporate and personal side of their finances.
“When it was time to bring on a new partner, SVA discussed the offer, practice numbers, and goals which made our new partner very comfortable with joining our practice. They appreciated the personalized communication as they transitioned into our practice,” says Dr. Toivonen.
SVA offers a comfort level of expertise, sound advice, and timely communication on all aspects of the practice.
Dr. Toivonen concludes, “We are extremely pleased with our advisor’s sound advice and timely communication on all aspects of our practice. We count on good advice to guide us day to day through the future changes in healthcare.”
"When it was time to bring on a new partner, SVA discussed the offer, practice numbers, and goals which made our new partner very comfortable with joining our practice. They appreciated the personalized communication as they transitioned into our practice."