Our Services - Capitalerio

Practice Startup Consulting

Starting a new practice? We guide you through business structure selection, initial financial planning, equipment investment decisions, location analysis, and setting up accounting systems. We help you build strong financial foundations from day one.

Tax Planning & Strategy

Navigate Mexico's complex tax landscape with confidence. We provide guidance on understanding tax obligations for healthcare professionals, identifying legitimate deductions, quarterly planning, and structuring your practice for optimal tax efficiency.

Business Structure Optimization

Choose the right legal and tax structure for your practice. We help you evaluate options, understand implications, and implement changes that improve efficiency, reduce tax burden, and protect your assets under Mexican law.

Revenue & Pricing Strategy

Develop sustainable pricing models that reflect your expertise while remaining competitive. We provide guidance on fee structures, payment policies, insurance considerations, and strategies for managing patient payment collection.

Cash Flow Management

Master the irregular cash flow patterns common in healthcare practices. Learn to manage income fluctuations, build financial reserves, plan for large expenses, and maintain healthy working capital throughout the year.

Staff & Payroll Guidance

Get support on hiring decisions, compensation structures, benefits planning, and payroll management. We help you build an efficient team while maintaining compliance with Mexican labor laws and controlling personnel costs.

Financial Analysis & Reporting

Understand your practice's financial health through clear, meaningful analysis. We help you interpret financial statements, track key performance indicators, identify trends, and make data-informed decisions.

Growth & Expansion Planning

Ready to grow your practice? We provide strategic guidance on expansion decisions, including adding locations, hiring associates, investing in new equipment or technology, and exploring additional service offerings.

Practice Transition Planning

Planning for eventual retirement or practice sale? We help you prepare your practice for transition, maximize value, structure the transaction effectively, and plan for your personal financial future.

How do we deliver these services?

Our consulting approach is flexible and personalized. We work with you in the format that best suits your needs and schedule, whether that's comprehensive initial consulting engagements, ongoing advisory relationships, or focused project-based work on specific challenges.

All our guidance is practical and actionable. We don't just identify problems—we provide clear recommendations you can implement. When specialized expertise is needed, we connect you with trusted professionals in our network.

Professional consulting services for healthcare practices

Tailored to Your Practice Stage

Whether you're just starting your first practice, growing an established one, or preparing for eventual transition, our services adapt to your current situation and future goals. We provide the specific guidance you need at each stage of your practice's development.

What results can you expect?

Our clients typically experience clearer understanding of their practice finances, improved cash flow management, reduced tax burden through proper planning, more confident business decisions, better preparation for growth opportunities, and reduced financial stress allowing greater focus on patient care.

Most importantly, you'll develop the financial knowledge and systems needed to build a sustainable, profitable practice that supports both your professional goals and personal lifestyle aspirations.

Specialized Services for Healthcare Practice Success

What specific services do we offer?