Services

Our Services

Your financials should do more than keep you compliant, they should help you grow.

Asset Allies Tax provides bookkeeping, tax preparation, and financial support designed specifically for ABA practices and healthcare operators. Our services are built to improve visibility, reduce unnecessary tax burden, and create the financial structure needed to scale with confidence.

Bookkeeping

Bookkeeping Built for Financial Clarity and Growth

Most bookkeeping tells you where your business has been. At Asset Allies Tax, our healthcare bookkeeping services are designed to help you plan where your practice is going. We provide accrual-based bookkeeping tailored specifically for ABA practices, healthcare providers, and growing medical organizations that need accurate financial data to make confident business decisions.

Our bookkeeping services go beyond recording transactions. We deliver clean, organized financial records, accurate reporting, and consistent expense categorization that reflect how your practice truly operates—not simply when cash moves in or out of your accounts. This gives you a more accurate picture of your business performance and long-term financial health.

With reliable financial statements and actionable reporting, you’ll gain greater visibility into profit margins, payroll efficiency, provider productivity, and revenue performance across multiple providers or locations. These insights help you make informed decisions about hiring, expansion, budgeting, operational improvements, and long-term growth.

When your bookkeeping is accurate, your financial strategy becomes stronger. Contact Asset Allies Tax today to learn how our specialized healthcare bookkeeping services can help your ABA practice or healthcare organization grow with confidence.

ABA Bookkeeping & Tax Services USA | Asset Allies Tax
What This Supports
ABA Bookkeeping & Tax Services USA | Asset Allies Tax
What This Supports
Tax Preparation

Tax Preparation Aligned With Strategy, Not Just Deadlines

Filing your taxes is only one part of building a financially healthy practice. The greatest value comes from proactive tax planning, strategic financial management, and year-round guidance that supports your long-term business goals.

At Asset Allies Tax, our ABA Accounting Services go beyond tax preparation. We approach every tax return as part of a comprehensive financial strategy, ensuring your filings are accurate, compliant, and aligned with your entity structure, compensation strategy, and long-term growth objectives.

Rather than reacting at year-end, we use your bookkeeping, financial reporting, and business data to develop smarter tax strategies that help reduce tax liability, improve cash flow, and identify opportunities to strengthen your financial performance.

The result is more than an accurate tax return—it’s a stronger financial foundation that helps ABA practices and healthcare organizations make confident business decisions and achieve sustainable growth.

Packages

Investment Packages

From Startup to Scale: Financial strategies for every stage of ABA growth.

Packages start at $550/month and scale with your size and complexity. Every plan delivers measurable ROI through healthcare-specific financial intelligence built for ABA practices.

New ABA Practice?

Get 20% off your first 6 months + 10% off the next 6 months.

Perfect for year-one launches. Select the Essential package or fill out the contact form for about ABA bookkeeping services, discount applied at engagement.

Trust Statistics

Up-To $20K+

average annual tax savings

$220K

largest single tax credit discovery

5-10×

typical first-year ROI

200+

practices served

From Startup to Scale: Financial strategies for every stage of ABA growth.

Path Selection

Choose Your Scaling Path

ESSENTIAL

Financial Foundation

Starting at:

$550 /Month

Best fit: $0–$600K revenue practices

Includes cash-basis bookkeeping

Accrual upgrade available

What's included:

Perfect for: Solo to small groups establishing a solid financial base

PLUS

Growth Support

Starting at:

$900  /Month

Best fit: $600K–$1.2M revenue practices

Includes cash-basis bookkeeping

Accrual upgrade available

What's included:

Perfect for: Growing teams ready for strategic guidance

PREMIUM

Strategic Planning

Starting at:

$1,750 /Month

Best fit: $1.2M–$3M revenue practices

Includes cash-basis bookkeeping

Accrual upgrade available

What's included:

Perfect for: Practices scaling rapidly across locations

ELITE

Fractional CFO Partnership

Starting at:

$3,250  /Month

Best fit: $3M+ revenue practices

Includes cash-basis bookkeeping

Accrual upgrade available

What's included:

Perfect for: Large and enterprise operations needing CFO support

Larger or multi-entity practices — let’s talk. Engagements above Elite are scoped individually.

Every tier includes cash-basis bookkeeping. The items below are added only when your practice needs them.

Foundation Diagnostic & Setup: $495 One-time onboarding: financial health diagnostic (a $1,500 value), custom ABA chart of accounts, payor setup, and a 12-month roadmap.

Cleanup / Catch-Up: $250/hr For books that are behind or need straightening before CFO work can begin. Scoped from your diagnostic findings.

Accrual Basis: $75/hr Accrual accounting for clients on a monthly maintenance plan. Your loyalty rate for ongoing work.

Risk-Free Tax Credit Analysis: Included We identify credits you qualify for at no risk to you, in every tier.

Why Upgrade

Why Most ABA Practices Upgrade to Accrual

True Profitability

Insurance Billing Reality

Built for Scaling

Start on cash-basis and upgrade when ready most practices move to accrual within 6–12 months after seeing the clarity and control it provides.

Complete Cleanup: Years of backlog? Our licensed EAs deliver fixed-price cleanups each year scoped and priced independently.

Hidden Money Discovery: Cleanups often uncover $5,000–$15,000+ in missed deductions and eliminate penalties many clients recover 50–100% of cleanup costs.

Strategic Optimization: Beyond cleanup: maximize tax benefits, assess R&D credits, and implement systems to keep books clean.

ROI-Focused Approach: We reconstruct each year to maximize deductions and minimize tax liability turning cleanup into an investment.

Ready to transform your financial operations?

Book your Scale-Ready Financial Analysis and start building stronger financial infrastructure today.

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