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Financial Services

In today’s ever-changing fast-pace healthcare environment we are here to help. We align with clients to create and implement solutions that allow them the freedom to focus on their strategic objectives.  Our healthcare practice includes large academic medical centers, sole community hospitals, critical access hospitals, other acute care facilities, skilled nursing facilities, assisted and independent living facilities, community based providers, physician groups and other healthcare organizations. Regardless of your organization’s size, our team of experts can provide a variety of financial consulting services from the most basic to the more complex. Our services combine financial and accounting expertise with an in-depth understanding of your organization to help you achieve your goals.

Financial Services PDF


  • Month-end and Year-end Closing Process
  • Internal Audit Procedures
  • Operational and Accounting Control Improvements
  • Agreed-upon Procedures
  • Merger and Acquisition Assistance/Due-diligence
  • Restructuring of Lease Agreements and Operating Arrangements for a Physician’s Office Building
  • Corporate Structure recommendations in for-profit and not-for-profit settings
  • Analysis and Recommendations Relative to large Medical Group Practice Organization Structure
  • Oversee and/or Assist with Financial Statement Preparation
  • Develop Financial Projections and Monitoring Tools
  • Develop Operational and Capital Budgets as well as Monitoring Tools
  • Hospital Service Line Analysis
  • Preparation of HUD Sinking Fund Requirement Calculations
  • HUD Real Estate Assessment Template, Preparation and Submission
  • New York State Delivery System Reform Incentive Payment Project (DSRIP assistance)
  • Benchmarking