Healthcare organizations are experiencing monumental and historic changes. New legislation, technological advances, and competition demands all profoundly affect business. Recognizing that each organization is unique, our professionals listen to the challenges and goals of each client to identify opportunities, risk, and plan for the future. As a part of your team, we’ll focus our expertise on helping you with compliance, regulatory changes, and financial success, so you can focus on providing the best patient care.

Our portfolio of industry experience includes:

  • Physicians, medical groups, and practice associations
  • Hospitals and specialty outpatient centers
  • Insurance companies and third-party providers


  • Income tax return preparation and filing, including multi-state taxes
  • Not-for-profit 990 filings
  • Securing and maintaining tax-exempt status
  • Depreciation schedules, including depreciation options and elections
  • Cost segregation studies
  • IRS audit support
  • Payroll tax issues
  • Corporate tax planning

Tax Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • Bonus calculation reviews
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Client Accounting Services

Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.

  • Business planning
  • Business valuations
  • Cash flow management
  • Financial projections and budgets
  • Operational and process improvement
  • Management consulting
  • Ownership transfer planning (buy-ins/buyouts)
  • Wealth and succession planning

Consulting Services

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Operational audits
  • Revenue cycle testing
  • Employee benefit plan audits
  • Fraud investigations and risk management
  • Reimbursement and coding evaluation
  • Agreed-upon procedures

Audit & Assurance

Integrated financial planning and strategy with a goal of building and preserving your wealth.

Collaboration between our tax professionals, wealth advisors, and retirement and estate professionals gives clients full access to expertise in all things financial to support their lifestyle and legacy goals.

DWC Wealth Advisors

Client Stories of Real Issues

Canyon View Surgery Center (CVASC)

Of all industries, healthcare gets hit with more than its share of regulatory changes. Consider the challenges that Chris Thomas, Board Member for Canyon View Surgery Center (CVASC), sees. Collections and accounts receivable are difficult. Medicare processes are laborious with billing and coding. Insurance companies are problematic during the coverage approval process. All ask for more and more paperwork.

The financial operations side of CVASC became a challenge to ensure timely turnaround and accuracy in accounts receivable, payables, cash flow management, reconciliations, and financial statement preparation. The Surgery Center was outsourcing much of this work to non-local vendors to prevent overburdening or adding to the cost of internal resources.

“We decided it was best for us to outsource this critical controller function to local experts who do this every day. We looked to Dalby Wendland because we believe the patient is still ‘us.’ We are very protective of our organization and our patients. It was important to have a partner we trust and have confidence in. The transition to Dalby Wendland was seamless. Things are on track, turnaround is timely, accuracy has improved, and our board and leadership have relevant information for ongoing planning.”

Chris Thomas, Board Member for Canyon View Surgery Center

Our Healthcare Specialists

Kevin D. Gibson, CPA
Kevin D. Gibson, CPAPrincipal
Donna M. Hardy, CPA, CVA
Donna M. Hardy, CPA, CVAPrincipal
 Michael B. West, CPA
Michael B. West, CPAPrincipal
Sarah J. Fischer, CPA
Sarah J. Fischer, CPAAssociate Principal
Mark W. Plantz, CPA
Mark W. Plantz, CPAManager