DOCTORS, MEDICAL PRACTICES & HEALTH CARE PROFESSIONALS

Medical Accounting and Bookkeeping

As a medical practitioner or a healthcare business owner, you are dealing with a much more complex financial requirements and obligations than other professions. Get specialist advice from Wilson Pateras’ accountants and bookkeepers who understand the medical industry.

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Trusted Financial Advice For Doctors, Dentists and Medical Practices

Wilson Pateras uses different financial techniques to minimise tax and increase financial returns for medical practitioners. Specialising in the medical field, our team of specialists understand the complex tax and compliance laws in addition to the routine medical accounting requirements. We ensure that your practice complies with all the regulations and also actively provide you with advice on how your business can perform better.

zed med for doctors
medicare billing accounting
genie solutions medical software

Why Choose an Accountant Who Specialises in Medical Industry

Wilson Pateras’ depth of understanding regarding the medical industry is what truly sets us apart. Enjoy the benefit of having an accountant who understands the systems and software favoured by medical practices. We are across:

  • Practice Administration Applications (such as Zedmed and Genie Solutions Software
  • Medical Billing and Scheduling Systems
  • Industry Specific Tax Offsets and Rebates
  • Private Health Insurance Rebates
  • Medicare Rebates

How Wilson Pateras’ Medical Accountants Can Help Your Medical Business

Our team of accountants, bookkeepers and financial advisors work seamlessly to assist you with all of your medical practice financials. Our tailored packages include all general accounting and bookkeeping services as well as industry-specific requirements like:

bookkeeping

Bookkeeping

All bookkeeping services to record your business transactions accurately and on-time

Payroll and Superannuation

Comprehensive payroll services including super contributions and PAYG tax

BAS and IAS Lodgement

BAS and IAS Lodgement

Preparation and lodgement of your BAS and IAS (including FBT and GST) monthly, quarterly or annually

accounting and bookkeeping services

Accounts Payable and Receivable

Managing the whole financial side of your business so you don't have to.

Management and Financial Reporting

Reporting of the business' financial performance each day, month and quarter

Cashflow Planning, Management and Budgeting

Keeping track of the money coming in and out and help you meet your financial goals

Stay Updated on How Your Business Performs

Discover smarter financial reporting by location or doctor

A specific strength of the Wilson Pateras team lies in our way of reporting. We can categorise practices by location or by doctor. This information provides practice managers valuable information on how each location is operating and how each doctor is performing – giving the opportunity to allocate additional resources where necessary.

Why Our Clients Choose Us

local bookkeepers

Local Accountants and Bookkeepers

All the work is done in-house in Richmond and Brighton by certified bookkeepers and accountants. We don't outsource any work or send your data overseas.

data security

Data Security​

Your security is important to us. Rest assured that your business' financial data will be kept confidential and secure with our first class IT protection.

fixed price accounting and bookkeeping

Fixed Monthly Fees

Our pricing model will provide you with better budgeting and cash flow. There are no hidden costs and you know exactly how much you will need to pay.

good communication bookkeepers and accountants

Regular Communication

We communicate with our medical clients on a regular-basis so that we understand better what is happening in your business. You can email or phone your accountant at anytime.

Your Financial Support In Every Stage of Running a Medical Business

We appreciate that the needs of a medical professional change over time. We are here to help you when you are dealing with:

  • Buying or selling a practice
  • Setting up a company and practice structures
  • Practice acquisitions or amalgamations
  • Tax planning and minimisation
  • Valuing your healthcare business
  • Retirement planning
  • Your personal finances

Meet Our Medical Accounting Specialists

Chris Wilson

Director

Mark Forte

Principal

Nick Street

Principal

Lasadi Felsinger - CFP
®

Financial Advisor

Catherine Vu

Bookkeeper

Who we work with

  • Doctors & General Practitioners
  • Surgical Practitioners
  • Anaesthetists
  • Psychiatrists
  • Dentists and Orthodontists
  • Optometrists
  • Pharmacists
  • Radiologists
  • Physiotherapists
  • Chiropractors
  • Podiatrists

Get a Complimentary Consultation

You can choose either phone consultation or face-to-face meeting in our offices in Richmond or Brighton.

We are offering a complimentary financial strategy session for doctors and dentists, practice owners and other medical professionals. During this meeting, you have the chance to ask any questions you may have regarding your financial goals. Secure your no-obligation consultation today by simply filling out the form and one of our specialists will get back to you.

Your personal details are safe with us and won't be shared with third parties.

Medical Accountants Near You

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Brighton Office

196 Bay Street
Brighton
VIC 3186

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Chris Wilson

Director

About

With my years of experience, I have acted as an adviser, strategist, negotiator and counsellor to hundreds of business owners. Over this period, I have gained a wealth of knowledge about what makes businesses and their owners tick. I am passionate about understanding the key drivers of business performance and helping business owners achieve their full potential.

My business life has taken me through all sorts of structures including private business partnerships and executive roles in listed public companies. More recently, I established Wilson Pateras in conjunction with Nick Pateras. We recognised a gap in the market place for a more personalised approach to servicing clients needs.

The world is constantly changing which creates new challenges for business owners. In these times Wilson Pateras remains a constant to help guide our clients towards future success.

Qualifications & Memberships

  • Fellow of the Institute of Chartered Accountants (CA)
  • Bachelor of Commerce
  • Registered Tax Agent

Industry Specialisations

Mark Forte

Principal

About

With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

Qualifications & Memberships

  • Fellow of the Taxation Institute Accountants (FCA)
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Member of CA Australia

Industry Specialisations

Nick Street

Principal

About

I am an extremely client focused individual who strives to provide the best possible advice to my clients. My approach of putting the client first has built considerable trust between myself and my clients. I place great emphasis on building and maintaining client relationships.

I have over 18 years experience in professional practice working on diverse client bases ranging from small, medium and large businesses to high net worth individuals. I am a member of CPA Australia, hold a Bachelor of Science from the University of Melbourne, a Graduate Diploma in Accounting from Monash University and I am a registered tax agent.

My experience is diverse from the preparation of tax returns and financial statements for all types of entities, to tax planning and business structuring strategies, to navigating through ATO audits, assisting clients with family law matters and have experience consulting to international corporations. I also have an interest in accounting software and information technology, and have previously spent a number of years as a part time IT manager.

I joined Wilson Pateras to be part of a dynamic and growing organisation that strives to provide the highest quality of advice to its clients whilst developing its people to their full potential.

Qualifications & Memberships

  • Member of CPA Australia
  • Graduate Diploma in Accounting
  • Bachelor of Science
  • Registered Tax Agent

Industry Specialisations

Amy Buglass

Manager

About

I joined Wilson Pateras with 18 years’ experience in professional practice, specialising in areas of taxation for high net worth individuals as well as trusts, companies and Self Managed Superannuation Funds. I am a Certified Practicing Accountant (CPA) and have a degree in Bachelor of Business – Accountancy.

My main focus is my clients, ensuring that I can assist with the improvement/enhancement of their net worth as well as the facilitation of their daily taxation requirements.  This includes maintaining correct records, teaching the use of accounting software programs and identifying efficient and cost effective ways of doing things.

Over the years, one thing that I have learned from a mentor was to always ensure that clients receive a reply on the same day.  I can proudly say that this approach has allowed me to maintain a professional relationship with my clients who can rely on a great service and that trust that their needs are given importance.

Qualifications & Memberships

  • Member of CPA Australia
  • Bachelor of Business – Accountancy

Industry Specialisations

Lasadi Felsinger - CFP
®

Financial Advisor

About

I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.

I specialise in holistic strategic advice as listed below:

  • Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals.
  • Wealth creation: How to build wealth by identifying suitable strategies
  • Wealth protection: Analyse suitable cover and amounts for Life , Total and Permanent Disablement insurance, Trauma & Income protection
  • Retirement planning: Maximising retirement benefits by identifying strategies & investments
  • Investments: Identifying personal investments to help to achieve goals
  • Tax planning: Strategies to minimise tax where possible while creating wealth
  • Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it

Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.

Qualifications & Memberships

  • Certified Financial Planner
  • Bachelor of Commerce- Financial Planning
  • Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Authorised Representative Number

1237903

Credit Representative Number

499184

Catherine Vu

Bookkeeper

Qualifications & Memberships

  • Bachelor of Business Accounting
  • Xero Adviser Certified
  • Experienced with MYOB and Xero