- 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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FOR PRACTICES
Orthopedic & Sports Medicine
Orthopedic & Sports Medicine ⟶ For Practices
PROVEN EXPERTIS
Tax, Accounting & Business Advisory Services for Orthopedic & Sports Medicine Practices
At Beaird Harris, we help Orthopedic and Sports Medicine professionals stay aligned—operationally, financially, and strategically. From optimizing your practice structure to building long-term financial health, our role is to serve as your trusted advisor through every stage of your professional journey.
Whether you’re leading a high-volume orthopedic group or preparing to step into partnership, we’ll help ensure your financial foundation is aligned, efficient,
and built to last.
Orthopedic & Sports Medicine Practices
Build a Practice That’s Structurally Sound and Ready for Growth
At Beaird Harris, we serve as a strategic partner to orthopedic groups and sports medicine clinics, helping you build a financially strong and operationally efficient practice. Whether you’re managing a high-volume group, navigating expansion, or coordinating multi-entity ownership, our integrated approach ensures you stay well-structured and future-focused.
Who We Work With:
- Practice Administrators
- Founding Partners and Physician-Owners
- Practices with Joint Ventures, Hospital Affiliations, or Multi-Entity Structures
OUR FINANCIAL SERVICES
Financial Services Tailored for Orthopedics and Sports Medicine Practices
Tax Planning & Compliance
Stay ahead of the curve with proactive planning that reduces surprises and supports your bottom line.
- Tax strategy for multi-partner and multi-entity practices
- Profit allocation modeling and K-1 preparation
- Quarterly tax estimates and year-round compliance support
- Entity structuring and S-Corp vs. partnership evaluations
Accounting & Bookkeeping
Accurate, timely data is key to strong decisions—and audit readiness.
- Monthly financials and reconciliations
- Practice-level revenue and expense tracking
- Overhead benchmarking
- Gusto payroll and QuickBooks support
Business Advisory
From strategic planning to partner transitions, we offer high-level insight and execution support.
- Entity formation and restructuring
- Compensation models and profit-sharing
- Cash flow forecasting and financial dashboards
- Succession and transition planning
Wealth Management
Support for physician-owners doesn’t stop at the practice.
- Investment management and personal financial planningg
- Risk management and insurance strategy
- Estate and legacy planning
- Retirement planning tailored to business owners
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
Our Financial Services for Practices
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
Partner | Business Advisory
Suzanne Bailey
Senior Manager | Accounting Services
Tai Chu, CFP ®
Partner | Wealth Management
PECIALIZED SUPPORT
Why Practices Choose Beaird Harris
- Specialized Insight into orthopedic and surgical practice dynamics
- Integrated Support across tax, accounting, advisory, and wealth
- Collaborative Approach with practice managers, partners, and owners
- Scalable Solutions for growing or transitioning practices
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.
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.