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Partnership Support Services

Partnership Income Allocation

Our Income Allocation Formula Services

A successful partnership needs a clear, fair, and adaptable plan for how income is shared. Tuatara’s Income Allocation Services help you define exactly how profits will be split, when distributions will be made, and how to adjust the formula as your practice evolves.


We guide you through building your allocation model, factoring in practice revenue, expenses, and each doctor’s role—so every partner understands how and why they’re getting paid. The result? 

Greater clarity, transparency, and trust.

Book A Call To Learn More

Outsourced Accounting + Bookkeeping

Financial Reporting To Support your Partnership

High quality accounting + bookkeeping is the first step to growing your practice through a partnership. With rock solid financial information, everything else in your practice is made easier.


Our insight rich, Growth Focused Reporting and Annual Planning Calendar cadence that come with the Accounting + Bookkeeping platform means you and your partner can get comfortable with your financials, so you can always be confident in your decisions. 


Pricing varies based on practice specifics and can be requested from your relationship manager at any time.


*Note that Accounting + Bookkeeping can be added to your Partnership engagement during any Phase but is required for any practices who would like to engage Tuatara for Income Allocation services (following the 1st Tranche buy in). 

Our Accounting + Bookkeeping Process

Pre-Engagement Assessment

Pre-Engagement Assessment

Pre-Engagement Assessment

Before we get started, we will do a FREE pre-engagement assessment. This will ensure you can get the most out of our Platform based on your practice and current bookkeeping processes, vendors and needs.

90 Day Onboarding

Pre-Engagement Assessment

Pre-Engagement Assessment

Once we engage, we will go through our 90 Day Onboarding which process includes:

  • Converting your Chart of Accounts
  • Updating any needed processes, data or vendors 
  • Establish reporting distribution lists

Ongoing Reporting

Pre-Engagement Assessment

Ongoing Reporting

Insight rich reports delivered straight to your inbox (and to your team, upon request)

QBO Reports available on demand

Easy email access for ad hoc questions

Ever-growing resource library for best practices, tips and tools

Free Available Downloads

A Sample of Our Financial Reports (pdf)

Download

Annual Planning Calendar (pdf)

Download

Office Manager Elevation

Office Manager Elevation

Empowering your Office Manager through Alignment and Transparency


Engaging your office manager to support your practice goals is one of the most impactful changes you can make in your practice to support your partnership. With our framework, you will be able to:


  • Align your office manager philosophically to the goals of the practice


  • Create a balanced evaluation process to promote patient and team satisfaction along with profitability 


  • Structure your compensation package to align your team with your strategic vision  



Schedule a call to Learn More

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