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Clinics

Clinics

Optimize the way you do business with a partner at the heart of your success.

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Both a medical practitioner and clinic owner, you are faced with numerous challenges each day. Consultations, general procedures and surgeries are only the beginning. You are also concerned about business matters such as associate compensation, inventory, finances, and appointment management.

Welch is your business partner, assisting you with all of your financial needs - including bookkeeping, inventory management and compensation strategies. Add to this our in-depth knowledge of corporate structure and taxation, and we can develop a plan to help you start, grow and successfully exit your clinic.

As chartered professional accountants, we at Welch strive to operate at your level, providing you with financial expertise and advice so that you can focus on your profession. Whether you need full-service bookkeeping, tax preparation, or even financial advisory services, we can take care of your needs from your first days in residency through to retirement.

What we Bring to the Table

As a medical professional and clinic owner, your expertise is split between medical and business care. Welch will focus on the accounting and financial expertise so that you can focus yours on what you do best. Welch has the flexibility to work with you wherever you are, delivering timely responses to all your questions – even to those you did not know you had.

It is imperative that doctors have a business partner that will propel their clinical practice forward - a business partner that has the expertise to handle accurately all taxation and accounting issues facing medical professionals of today. Immersed in all the latest news, standards, and practices of the medial industry, Welch truly understands just what you need to succeed as a doctor and as a clinic owner.

More than helping to reduce your taxes, improve your cash flow, manage your financial data, and meet compliance requirements, Welch LLP goes beyond simple tax, audit, and accounting services. Each and every one of our team members is an expert in their field, allowing us to provide you with a holistic approach to service. From start-up to exit strategy, bookkeeping to wealth management, and everything in between, our proactive approach to your business ensures that we provide you with the best possible guidance not only for today but for your future.

Established in 1918, Welch LLP has been delivering quality service for over 100 years. Whether you are a resident, fellow, or an established physician, our team at Welch has the knowledge and resources you need to excel at what you do. Rooted in our core values - care, impact, empower; Welch has stood out by developing long-standing relationships with our clients based on trust, expertise, and the highest level of service. But don’t take our word for it – read what our clients have to say.

What Welch Can Do For You

Accounting & Tax

Assurance & Accounting

  • Audits, Review engagements
  • Financial statements
  • Accounting outsourcing
  • Networth statements

Tax

  • Annual tax returns
  • Tax consultation
  • Tax compliance
  • Tax planning
  • Merger tax issues

Support | M&A

Transaction Support

  • Due diligence
  • Valuation/fairness opinions
  • Negotiation, structuring and management of deal
  • Building acquisition strategies

Mergers & Acquisition

  • Identification of potential buyers, marketing/road show
  • Transaction execution
  • Target identification, engagement and evaluation

A Holistic Approach to Service

Cloud Bookkeeping Services

  • Document management
  • Paying Bills & Expense reporting
  • Invoicing and collections
  • Payroll administrations
  • Cash Flow forecasting and analysis
  • Multi-entity Reporting & consolidations
  • And more
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Intergenerational Wealth
Advisory Services

  • Cash management
  • Estate planning
  • Retirement planning
  • Investment management
  • Risk management
  • Tax Planning
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Free Canandian Tax Preparation Services For

Medical Students & Residents

Meet our Team

Photo of Josh Smith

Joshua Smith, CPA, CA

Partner



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Photo of Sean Cullum

Sean Cullum, CPA, CA

Associate



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Photo of Scott Murdock

Scott Murdock, CPA, CA

Partner



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Photo of Ryan Dostie

Ryan Dostie, CPA, CA

Partner



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Photo of Natacha Asselin-Guay

Natacha Asselin-Guay, CPA, CA

Tax Manager



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"We are here to help you achieve your goals"

 

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