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.
Most bookkeeping tells you where you’ve been. Ours is designed to help you decide where you’re going.
Asset Allies Tax provides structured, accrual-based bookkeeping tailored to ABA practices and healthcare operators. We go beyond basic transaction tracking to deliver clean, reliable financials that reflect how your business actually operates, not just when cash hits the bank.
With accurate reporting and consistent categorization, you gain visibility into margins, payroll efficiency, and revenue performance across providers or locations. This level of clarity allows you to make informed decisions around hiring, expansion, and operational improvements.
Because when your books are clean, your strategy becomes clearer.
Filing your taxes is only one piece of the equation. The real value comes from how your tax position is managed throughout the year.
Asset Allies Tax approaches tax preparation as part of a broader financial strategy. We ensure your returns are accurate, compliant, and aligned with your entity structure, compensation strategy, and growth trajectory.
Rather than reacting at year-end, we use your financial data to inform smarter tax positioning, helping reduce unnecessary liability and avoid missed opportunities.
The result is not just a completed return, but a more efficient, better-aligned financial outcome.
From Startup to Scale: Financial strategies for every stage of ABA growth.
Packages start at $350/month and scale with your size and complexity. Every plan delivers measurable ROI through healthcare-specific financial intelligence built for ABA practices.
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.
average annual tax savings
largest single tax credit discovery
typical first-year ROI
practices served
From Startup to Scale: Financial strategies for every stage of ABA growth.
Starting at:
$550 /Month
Best fit: $300K–$600K revenue practices
Includes cash-basis bookkeeping
Accrual upgrade available
Perfect for: Solo to small groups establishing a solid financial base
Starting at:
$900 /Month
Best fit: $600K–$1.2M revenue practices
Includes cash-basis bookkeeping
Accrual upgrade available
Perfect for: Growing teams ready for strategic guidance
Starting at:
$1,750 /Month
Best fit: $1.2M–$3M revenue practices
Includes cash-basis bookkeeping
Accrual upgrade available
Perfect for: Practices scaling rapidly across locations
Starting at:
$3,250 /Month
Best fit: $3M+ revenue practices
Includes cash-basis bookkeeping
Accrual upgrade available
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.
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.
Book your Scale-Ready Financial Analysis and start building stronger financial infrastructure today.
Strategic tax, bookkeeping, and financial growth support for ABA practices and healthcare businesses nationwide.
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