BKM Advisory Partners LLC

Your finances,
finally working for you.

Fractional CFO, tax strategy, and financial advisory built for small healthcare practices and growing businesses — without the corporate price tag.

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Fractional CFOTax StrategyFinancial AdvisoryBookkeepingBusiness FormationInvoicingComplianceS-Corp PlanningHealthcare FinanceFractional CFOTax StrategyFinancial AdvisoryBookkeepingBusiness FormationInvoicingComplianceS-Corp PlanningHealthcare Finance
Our Purpose
Enrolled Agent · Healthcare Finance Specialist · Trusted Advisor
✦ Enrolled Agent (EA)
Small healthcare practices deserve CFO-level insight — not cookie-cutter advice. We bring the financial rigor of enterprise healthcare to your dental office, medical group, or specialty clinic.
What We Do

Core Services

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01
Fractional CFO
Strategic financial leadership without the full-time executive cost. We embed into your practice and drive decisions with data.
  • Cash flow modeling & forecasting
  • KPI dashboards & reporting
  • Budget development & variance analysis
  • Revenue cycle oversight
  • Growth & expansion planning
02
Tax Advisory & Planning
Proactive strategies that reduce your tax burden — not reactive filing. We plan ahead so you keep more of what you earn.
  • Federal & state tax strategy
  • S-Corp election & salary planning
  • Entity structure optimization
  • Quarterly estimated tax management
  • Year-round advisory (not just April)
03
Business Formation
Launch the right way. From entity selection through banking setup, we handle the foundation so you can focus on patients.
  • U.S. company formation
  • EIN & ITIN assistance
  • Business bank account setup
  • Post-incorporation compliance
  • Amendment to Articles of Organization
04
Bookkeeping
Clean books every month, on time. Your financial foundation — so reporting, taxes, and decisions are always grounded in reality.
  • Monthly reconciliation
  • Chart of accounts setup
  • Accounts payable & receivable
  • Payroll coordination
  • Software onboarding (QuickBooks, etc.)
05
Invoicing & Compliance
Stay compliant and get paid. We manage your billing workflows and flag deadlines before they become problems.
  • Invoicing setup & management
  • Compliance deadline tracking
  • License & registration reminders
  • Document management
  • Reseller & good standing certificates
06
Business Advisory
Beyond the numbers — we help you make better decisions, structure deals, and plan for what's next in your practice or business.
  • Practice acquisition support
  • Ownership transition planning
  • Trademark guidance & referrals
  • Real estate entity structuring
  • Dissolution planning
Why Choose Us

Built differently
for a reason.

I
Healthcare-Focused
We specialize in dental offices, medical groups, and specialty clinics. We know your revenue cycle, payer mix, and cost structure — not just generic small business finance.
II
Enrolled Agent Credentialed
As an IRS Enrolled Agent, we are federally licensed to represent you before the IRS — meaning your tax strategy is backed by professional accountability, not guesswork.
III
Fractional, Not Transactional
We're embedded partners, not drop-in vendors. You get consistent, relationship-driven advisory that compounds over time — not a new face every engagement.
IV
Transparent Pricing
Flat-rate engagements. No billable hour anxiety. You always know what you're paying and exactly what you're getting.
Step 01 — Discovery

A conversation,
not a sales pitch.

We start with a no-cost, no-pressure call about your practice, your goals, and your biggest financial pain points. Typically 30–45 minutes. You leave with clarity — not a proposal.

Step 02 — Assessment

We find what
others miss.

We review your financials, entity structure, tax position, and reporting. Opportunities and risks get mapped before we recommend anything. No guessing, no upselling.

Step 03 — Engagement Plan

Clear scope.
No surprises.

You receive a proposal scoped to exactly what we'll do, how often, and at what fee. Flat-rate. No billable hours. No scope creep. Sign when you're ready — or walk away with the insights.

Step 04 — Ongoing Partnership

Your CFO,
every month.

We execute, monitor, and evolve the strategy with you. Monthly check-ins, real-time access, proactive outreach. Your financial partner year-round — not a once-a-year accountant.

💬
Financial Assessment
Entity StructureReview Needed
Tax PositionOptimized
Cash FlowGap Identified
BookkeepingClean
ComplianceCurrent
Engagement Proposal
Fractional CFO (monthly)Flat Rate
Tax Planning (annual)Flat Rate
Bookkeeping (monthly)Flat Rate
No hourly billingNo surprises
✦ Ready to Sign
YTD Performance
Practice Revenue
Net Growth
↑ 34.2%
Since Engagement
Who We Serve

Healthcare practices
& growing businesses.

Dental OfficesMedical GroupsSpecialty ClinicsOptometristsPhysical TherapyChiropracticVeterinary PracticesMental Health PracticesDental OfficesMedical GroupsSpecialty ClinicsOptometristsPhysical TherapyChiropracticVeterinary PracticesMental Health Practices
Primary Focus
Healthcare Practices
Strong Fit
Professional Services
Growing Segment
Small Business Owners
Full Service Menu

Everything your business
actually needs.

Products & Platforms
  • Invoicing setup & management
  • Compliance reminder systems
  • Financial document management
  • Taxation reporting & filing
  • Bookkeeping (monthly close)
Advisory Services
  • U.S. Company Formation
  • EIN Assistance
  • ITIN Assistance
  • Business Bank Account Assistance
  • Federal Tax Support
  • State Tax Support
  • Post-Incorporation Compliance
  • Trademark guidance & referrals
  • Amendment to Articles of Organization
  • Reseller Certificate
  • Certificate of Good Standing
  • Dissolution Planning
  • Global structuring guidance
Ready to Start

Let's build something
worth owning.

Schedule a free 30-minute discovery call. No commitment, no pitch deck — just an honest conversation about your financial picture and where we can help.

Book a Free Consultation
Emailinfo@bkmadvisorypartners.com
LocationNew Jersey & New York
CredentialEnrolled Agent (EA)