Less admin. More medicine.
 We handle the numbers; you handle the patients.
Spend more time with patients, not spreadsheets.
Built for private‑practice physicians, we pair proactive tax strategy with rhythmic advising so your practice runs on clean books, clear KPIs, and confident decisions.
Is this you?
Common physician‑owner headaches we eliminate:
- Tax surprises and last‑minute scrambles
- DIY books stealing nights & weekends
- No clear KPIs for provider productivity or cash flow
- Scaling decisions (hiring, entity, pay) feel risky
What you get with TSAT
Practical, physician‑friendly accounting and advising that moves your practice forward—without the jargon.
Proactive Tax Strategy
Quarterly planning to reduce taxes the right way and avoid April panic.
Rhythmic Advising
Bi‑weekly or quarterly Zoom sessions to review KPIs, cash, and decisions.
CFO Vault + Tribe
Templates, tools, and a like‑minded community so you’re never stuck alone.
Packages for Physician‑Owners
Choose the level of partnership that fits your practice today—and grow into what you need next.
Empower Partnership (Tax Strategist Package)
Elite Partnership (VIP Trusted Advisor)
* Payment plans available. Pricing per entity. Scope finalized during consult.
How it works
1) Free Consult
We learn about your practice model (DPC or traditional), entity setup, and goals.
2) 90‑Day Plan
Clean books, tax strategy, and KPI rhythm so cash flow and decisions get easier.
3) Ongoing Partnership
Quarterly or bi‑weekly sessions keep you on track with clear metrics and actions.
Physician FAQs
Do you work with DPC membership practices and traditional PCPs?
Yes—our advising cadence and tax planning fit both DPC and insurance‑based primary care models.
Is the S‑Corp 1120S really included?
Yes—both packages include your S‑Corp 1120S return; Elite adds discounts for personal 1040s. Scope finalized during consult.
We already have an in‑house biller or bookkeeper. Can you still help?
Absolutely. We complement your existing team with tax strategy, KPI design, and owner‑level advising.
What KPIs do physicians typically track?
Owner pay, visit volume or panel size, membership churn (for DPC), cash runway, payroll %, and tax set‑asides are common.
Book your free consult
Use the button below to pick a time that works for you.
About TSAT
We help small‑business owners find and achieve their own personal version of financial success—by pairing proactive planning with practical, plain‑English advising.
Tools that compound
Members get access to the CFO Vault and the TSAT Tribe community—resources and peers to accelerate progress between sessions.
