Exclusive to Medical Doctors and Dentists:

Practice Marketing, Consulting,
and Accounting.

Medical Practices

Learn how Caris Partners can help your medical practice.

Dental Practices

Learn how Caris Partners can help your dental practice.

Solutions for Independent Practices.

As a doctor, you want to build a successful practice and deliver competent clinical care.

You have a team in place but continually find yourself involved in issues and problems that others are paid to handle. You’ve noticed a drop in revenue, your schedule isn’t as full as it should be, collections are slow, and cash is tight.

When you find yourself frustrated with how your practice is performing, it’s time to call us for help.

We are experts in repairing and growing medical and dental practices. We provide regular onsite solutions to repair your broken practice and allow you to return to treating patients.

Practice Marketing and Consulting.

Practice consulting drives your marketing efforts. Advertising for more of the wrong patients with lower-paying fee schedules will not solve your problems.

When we understand the needs of your practice, we will develop a customized marketing and advertising program to grow your revenue, profitability, and market share.

  • Complete Bookkeeping Services
  • QuickBooks® Platform and Access
  • Accounts Payable / Accounts Receivable
  • Cash Flow Statements
  • Bank Ready Financial Statements
  • Growth / Equipment Planning
  • Assistance negotiating Bank Financing

Practice Accounting

and Bookkeeping.

The saying goes, “You don’t know what you don’t know” and most practice owners simply do not understand financial statements and accounting.

It’s OK! Your degree is not in accounting. We provide specialized accounting services for practices just like yours.

We handle every aspect of your accounting including accounts payable (vendors, suppliers, and patient refunds), monitor accounts receivables, submit employee payroll, and prepare monthly financial statements (income statements and balance sheet), and cash flow projections. We record all transactions in QuickBooks® and provide a clear picture of your practice’s health and vitality.

Every month, you will receive clear financial statements and a professional summary of your practice’s performance. We will discuss your goals and prepare for future growth or equipment purchases.

Doctor’s Practices by the Numbers

Gain the advantage of working with a consulting team specialized in the growth and health of medical and dental practices.
Leverage our success and partnerships and increase your market share and financial health.

Largest Medical Practice Revenue
Average Practice Revenue
Largest Dental Practice Revenue
Largest Medical Practice Revenue
Average Practice Revenue
Largest Dental Practice Revenue

We help
Top Doctors

We are proud to represent over 25 Top Doctors in various specialties of medicine and dentistry.

Congratulations to one of our Top Doctor clients, Paula Harmon, MD, for making the 2022 cover for Atlanta Magazine.

Dr. Paula Harmon is a Pediatric Otolaryngologist, Head and Neck Surgeon, and practice owner of Pediatric ENT of Atlanta. She is a multi-year recipient of the Top Doctor designation. Caris Partners has worked with Dr. Harmon and Pediatric ENT of Atlanta since 2019 and continues to support their growth with marketing and practice consulting.