FOR PHYSICIAN
Orthopedic & Sports Medicine
Physicians in Orthopedic & Sports Medicine
Transitioning from W-2 employee to partner is exciting—but it’s also complex. We help orthopedic and sports medicine physicians take that next step with confidence by structuring your business, optimizing compensation, and aligning your personal financial goals with your new role.
Who We Work With:
- Established physicians preparing for partnership
- Solo physicians launching their own entity
- Physician leaders navigating group buy-ins or practice growth
- Practice owners planning for an eventual sale or transition
Whether you’re just starting out or preparing your exit strategy, Beaird Harris offers the guidance and integrated expertise to help you make confident decisions—professionally and personally
OUR FINANCIAL SERVICES
Tax Planning & Compliance
We help you avoid surprises and keep more of what you earn.
- Tax planning for high-income earners
- Entity-level strategy and S-Corp elections
- Partner tax allocations and quarterly estimates
- Coordination of W-2 vs. 1099 income
Business Advisory
A sound business is the foundation of long-term success.
- Entity selection and formation
- Partner buy-in modeling and compensation planning
- Cash flow strategy and expense forecasting
- Transition planning from W-2 to ownership
Accounting & Bookkeeping
Clarity and control—without the spreadsheet headaches.
- Monthly income and expense tracking
- Financial statement preparation
- Bookkeeping and categorization
- Gusto payroll setup and support
Wealth Management
We help align your earnings today with your goals for tomorrow.
- Investment management and financial planning
- Insurance and risk management guidance
- Retirement planning for 1099s and S-Corps
- Estate and legacy planning
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.
MEET OUR TEAM
At Beaird Harris, you’ll find more than just CPAs—you’ll find a team of experienced advisors who understand the unique needs of orthopedic and sports medicine practices. Our credentialed professionals work across tax, accounting, advisory, and wealth management to deliver integrated, forward-thinking advice tailored to your practice.
We collaborate closely with practice managers, partners, and physician-owners to help you make informed decisions, improve efficiency, and plan for growth.
Kevin Lindley, CPA
Partner | Tax
Matt Skinner, CPA
Tax Partner, Industry Lead
Suzanne Bailey
Tax Manager
Tai Chu, CFP ®
Partner | Wealth Management
SPECIALIZED SUPPORT
- Experience With Emerging Partners navigating ownership and business setup
- One Relationship for Business and Personal Finances
- Integrated Services from tax to wealth
- Support That Grows With You as your income and responsibilities evolve
Let’s Talk with Beaird Harris.
Schedule a complimentary call today to start your partnership with Beaird Harris and discover how our expertise can help support and scale your brand, business, and future.