Business Solutions for Veterinarians

We focus on the health of your practice so that you can focus on the health of your patients.

Whether you are just launching or expanding your practice or perhaps you are ready to begin planning your exit strategy for retirement – we have the perfect set of services to enable you to succeed!

Our team provides the veterinarian-centered business services that allow vets to focus on what really matters and experience the peace of mind that comes with having a clear, strategic plan for their future and the future of their practice.

Our Veterinarian Practice Services

  • Proactive, not reactive tax planning = No more surprises at tax time.
    • Entity selection
    • Compensation considerations
  • Personalized financial and retirement planning through *Copper Leaf Financial – planning that integrates every aspect of your life.
  • 401(k) Retirement plan services through Copper Leaf Financial
  • Bookkeeping and virtual CFO services through Convergent Accounting
  • Succession planning
  • Transition planning and Merger & Acquisition consideration
    • Practice valuations
    • Value acceleration strategizing

Are you looking at the information necessary to understand how well your practice is doing? Is the review of these key performance indicators (KPIs) and business-critical reports part of your routine?

  • Monthly revenue
  • Revenue by service type
  • Average charge per transaction/invoice
  • Monthly Accounts Receivable
  • New clients per month
  • New clients returning for second visits
  • Client turnover rate (CTR)

Monitoring the appropriate KPIs for your practice and developing benchmarks will help you keep track of your practices’ financial viability, quality of care, and efficient production and collection, just to name a few.

Convergent Accounting can automate these reports into a manageable format and show you how to effectively analyze your business in just a matter of minutes each month, so that you have the time you need to work on your practice, not in your practice.

Do something wise today

Schedule a time for a free consultation.

* Copper Leaf Financial is an affiliated and separately registered entity.