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Healthcare

Healthcare

Healthcare organizations today operate under a constant paradox: invest in innovation while navigating rising costs. Care for a growing patient population with a limited labor pool. Meeting these competing priorities depends on a foundation of strong financial management and regulatory alignment. Without them, even the best clinical or operational efforts risk failing to sustain quality patient care.

At PBMares, serving healthcare providers is a core focus of our firm and where we deliver some of our most impactful work. From independent practices, we work with providers, insurers, and investors to stay compliant with tax and reporting requirements, remain fiscally responsible, and identify key areas for growth. We dig deep into revenue cycle management to optimize reimbursements and strengthen cash flow to reinvest in care and then step back to look at big picture tax planning and financial projections to assess how changing payor mixes, capital investments, and service line shifts could affect future margins. For organizations exploring growth through acquisition or preparing for a potential sale, our experts guide providers through the process with a clear-eyed view of options and chart a course for the future.

WHO WE SERVE

  • Ambulatory Surgery Centers
  • Assisted Living Communities
  • Behavioral and Mental Health Providers
  • Child Care Services
  • Dental and Orthodontic Practices
  • Diagnostic and Laboratory Services
  • Emergency Services
  • Healthcare Management and Investment Groups
  • Nursing Facilities
  • Outpatient Service Providers
  • Physician and Specialty Practices

Contact Us

Healthcare Services

Audit & Assurance

Uphold high standards for transparency and performance to reinforce compliance, accountability, and trust.

Business Tax Planning

Proactively manage tax obligations with strategies that reduce risk, improve liquidity, and support reinvestment in care delivery.

Business Valuations

Understand what your business is worth for planning, sales, or succession.

Cybersecurity Risk

Safeguard patient information and healthcare systems by addressing cyber threats before they escalate.

Employee Benefit Plans

Plan, design, and administer the right retirement plan to invest in your team’s future or ensure compliance with audit and assurance requirements for your existing plan.

Internal Controls

Reinforce controls to improve efficiency, reduce fraud risk, and ensure compliance.

Outsourced Accounting

Lean on us for support from back office functions to CFO-level strategy.

Process Optimization

Streamline workflows to reduce inefficiencies, improve patient throughput, and free up resources for higher-value care.

Succession Planning

Implement integrated planning to help grow, protect, and transition wealth into a lasting legacy.

“I love the personal approach and the interaction of your team. The response time to questions is always immediate and informative.”

 

~ Robert D. Wernick, D.D.S., P.C.
Real Feedback. Real People.

“We have been pleased with the services provided to us by our audit team.  The ability to have a consistent audit team has really helped with the efficiency of the audit.  We know that turnover is high in public accounting and the fact that PBMares has been able to retain the core team for several years speaks to the culture you have created at your firm.”

~ Atlantic Shores Cooperative Association
Real Feedback. Real People.
client loyalty benchmark

APPROACH TO CLIENT SERVICE

What can you expect from our Healthcare team?

  • 74% of Healthcare clients would recommend PBMares to a friend or colleague.
  • Clients comment on responsiveness and the consistency of their service team members.
  • Working with our Healthcare team, you’ll get efficiency and structure from professionals who excel in process, precision, and results.

Healthcare Industry Outlook

Shifting regulations and the growing risk of cyberattacks create administrative burdens and significant financial threats for the healthcare industry.

Recent Insights

Meet the Team

Jon-Michael “Jonny” Rosch

CPA
Partner, Healthcare Team Leader
Fairfax

Antonina McAvoy

CISA, CISM, QSA, PCIP
Partner, Risk Advisory Services
Norfolk

Reid Peterson

CPA
Senior Manager
Norfolk