- Who We Serve
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Who We Serve
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, businesses and healthcare professionals navigate complex tax regulations and develop comprehensive wealth management solutions.
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- What We Do
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How We Work With You
Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.Tax Services
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- About Us
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About Us
Today, our size allows us to provide the depth of services and technical skills to meet the myriad of tax and financial challenges you or your business may encounter, yet we remain small enough to maintain close relationships with our clients to help them achieve their financial goals.
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- Insights
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Insights
Explore timely insights, practical resources, and firm updates designed to keep you informed and empowered year round. From expert articles and key deadlines to national recognition and planning tools.Download our latest brochure Integrated Wealth Management + Tax Planning ↗
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- Our Team
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Meet the Team
At Beaird Harris, you gain the strength of an integrated team — tax, accounting, and wealth management professionals united in helping you achieve clarity, confidence, and lasting success. Together, we bring your financial picture into focus so you can move forward with purpose.
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- Careers
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Careers
This is a place where integrity is the fulcrum that propels our business and our people. Where collaborative care infuses everything we do. And where you’ll be inspired each and every day to invest your whole self into the vital work you’re doing.
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HEALTHCARE PROFESSIONALS
Concierge Medicine
healthcare professionals ⟶ Concierge Medicine
Financial Services for Concierge Medicine Practices
Proven Expertise. Personalized Support.
At Beaird Harris, we specialize in serving concierge medicine practices. Whether you’re a sole practitioner or part of a multi-office medical group, our blend of healthcare knowledge and financial expertise allows us to offer tailored solutions that help your practice thrive.
We understand the unique challenges of concierge medicine—from structuring membership fees to balancing practice operations with personal wealth goals. Our team helps you navigate these complexities with proactive tax strategies, streamlined accounting, and integrated wealth management.
What We Do
Tax Planning & Compliance
Stay proactive, avoid surprises, and maximize your bottom line. We provide comprehensive services to ensure your practice runs smoothly and efficiently:
- Federal, state, and local tax compliance
- Membership fee structuring with IRS compliance considerations
- Entity formation, multi-entity structuring, and optimization
- Succession, buy-in/buy-out, and practice transition planning
Accounting & Bookkeeping
Accurate data drives better decisions. We provide detailed financial insights to help you stay informed and make smarter choices:
- Monthly financials with interactive reporting and practice performance detail
- Reconciled bank and credit accounts
- Accounts payable consulting and reporting support
- Cash flow analysis and operational benchmarking
Business Advisory
Strategic guidance for physicians and practice owners. We help you plan, grow, and optimize your practice with expert financial and operational strategies:
- Pricing model evaluation and membership fee planning
- Compensation models and partner transition planning
- Cash flow forecasting and profitability analysis
- Practice growth, staffing, and scalability consulting
Wealth Management Integration
Your practice’s success is just the beginning. We provide integrated financial strategies designed to help physicians and practice owners secure their future:
- Integrated wealth management for physicians and owners
- Personal financial planning and investment management
- Retirement plan design and ongoing management
- Risk management and estate planning tailored to physicians
Tax, Accounting, Business Consulting & Business Advisory Services provided by Beaird Harris, PLLC.
Wealth Management, Investment Management, Financial Planning, Risk Management & Estate Planning Services provided by Beaird Harris Wealth Management, LLC.
Why Doctors in Concierge Medicine
Choose Beaird Harris
Industry-Specific Expertise
We’ve worked extensively with concierge medicine practices—whether standalone or as extensions of internal medicine or specialty groups. We understand the nuances of the concierge model and the financial decisions that come with it.
Proactive Planning
From setting membership fees to managing practice cash flow, we help physicians anticipate challenges and make informed decisions.
Scalable Support
No two practices are alike. Our solutions scale with you—from launch through growth and eventual transition.
Your Financial Experts in Concierge Medicine
Meet Our Concierge Medicine Team
Carla Medrano, CPA
Tax Partner, Industry Lead
Carla leads our Concierge Medicine specialty, advising doctors on tax-efficient practice structures and long-term planning. She is known for simplifying complex tax strategies and helping physicians stay ahead of evolving regulations
Kevin Lindley, CPA
Tax Partner
Kevin specializes in business tax planning for medical practices, guiding doctors through entity selection, partnership structures, and succession strategies. His straightforward advice helps physicians focus on what matters most: their patients.
Suzanne Bailey
Tax Manager
Suzanne partners with concierge doctors on compliance and proactive tax planning. Her attention to detail and consistent follow-through give physicians confidence in their financial foundation.
Tai Chu
Tax Senior
Tai supports concierge physicians with preparation and planning that makes tax season seamless. His
approachable style and technical expertise ensure doctors get timely, accurate solutions.
Healthcare Industry Insights
Stay current with our latest articles and updates tailored to concierge medicine, including tax law changes, financial strategies, and practice management tips.
Supporting Your Concierge Medicine Practice
Schedule a complimentary call today and discover how Beaird Harris can help your concierge medicine practice with the right mix of tax, accounting, and wealth management expertise.