Veterinary CPA Columbus Ohio

Spend More Time with Pups while Seamlessly Managing Your Veterinarian Practices’ Finances

Veterinary CPA Services

Veterinary CPA Services

The veterinary field is inherently complex, with numerous intricacies and challenges that require dedicated attention. Operating a successful veterinary practice involves managing various aspects such as patient care, staff management, and inventory control. One crucial area that can often be overlooked or underestimated is financial management. Without the expertise of a specialized veterinary accounting firm, navigating the intricacies of financial matters becomes even more convoluted. 

Attempting to handle the finances internally can lead to increased complexity, potential errors, and missed opportunities for optimizing taxes and profitability. By entrusting your practice’s financial management to an experienced accounting firm, you can alleviate the burden, ensure accuracy, and gain valuable insights that will ultimately simplify operations and contribute to the overall success of your veterinary practice.

We can help you:

  1. Manage the entire process of accounting, from setting up Quickbooks, maintaining your chart of accounts, and managing your expenses and taxes. 
  2. Proactively advise you on the best ways to get tax deductions.
  3. By utilizing our comprehensive accounting, you will be equipped with valuable data that can facilitate informed business decisions. This will enable you to navigate strategic choices using key metrics like client retention, average transaction value, and new clients acquired.
Quickbooks Certified ProAdvisor

Managing your Veterinary Company finances with Hogan CPA, a QuickBooks ProAdvisor

By harnessing the power of Quickbooks, you can streamline the laborious task of data entry and significantly decrease the likelihood of manual errors. Moreover, Quickbooks offers the advantage of simplifying your profit-tracking by enabling you to effortlessly monitor payments and expenses such as costs related to medical supplies and external diagnostic services. This comprehensive tracking capability empowers you to readily address crucial inquiries such as:

  1. How many medical supplies do you need in the office?
  2. How much are you spending on staff wages? Can you afford to hire more staff if you’re overworked or have an increase in demand?
  3. How much are you spending on specialized equipment? Are you depreciating it and recouping those costs?

Veterinary practices offer a range of services, including examinations, surgeries, diagnostics, and medications. Determining when to recognize revenue can be challenging, especially when services are provided over a period of time or bundled together. Proper accounting methods must be employed to ensure accurate revenue recognition.

Veterinary clinics typically maintain an inventory of medical supplies, medications, vaccines, and other consumables. Proper tracking and valuation of inventory can be complex, especially considering the expiration dates of certain items.

Allocating costs to different services or procedures can be challenging. Determining the direct and indirect costs associated with each service, supplies needed, labor costs, and overhead expenses requires careful analysis and appropriate allocation methods.

5. Capital Expenditures

Veterinary practices often invest in expensive medical equipment, such as X-ray machines, surgical equipment, and ultrasound devices. Properly accounting for these capital expenditures, including depreciation over their useful life, is crucial for accurate financial reporting while taking advantage of available tax strategies.

6. Veterinary Specialties

The emergence of specialized veterinary services, such as orthopedics, oncology, or ophthalmology, presents unique accounting challenges. These specialties often involve complex procedures, specialized equipment, and higher costs. Accounting for revenue, expenses, and profitability within these specialized areas requires careful attention.

7. Client Billing and Collections

Veterinary clinics deal with client billing and collections, which can involve various payment methods, insurance claims, and outstanding balances. Managing accounts receivable, ensuring timely payments, and reconciling account balances can be time-consuming to ensure you’re receiving funds required for the treatment you provided.

8. Tax Deductions for Vets

Managing your practice and taking advantage of the tax deductions available takes careful planning while also understanding what can be a red flag in the eyes of the IRS and prompt an audit. With our experience and industry knowledge, we help veterinary clinic owners save on taxes with some of the following deductions:

  • Rent or mortgage payments for your clinic
  • Licensing, professional organizations fees, and continuing education expenses
  • Wages, retirement, and benefits for employees
  • Vehicle expenses, computers, medical equipment and depreciation of assets 
  • Utilities and software expenses 
  • Office, medical, and surgical supplies
  • Laboratory testing materials or fees
  • Uniforms, lab coats, scrubs, and protective clothing
  • Medications and vaccines
  • Business, property, and professional insurance premiums
  • Marketing and advertising expenses
  • Charitable donations

By hiring the services of a bookkeeping and tax specialist, you lower the risk of overlooking potential tax credit opportunities or encountering inaccuracies in your financial records.

Why Choose a CPA Specializing in the Nonprofit Industry?

Accounting for a non-profit organization requires specialized knowledge and expertise to accurately track, measure, and report the organization’s financial performance. The unique characteristics of the non-profit industry make it more complex than accounting for other businesses. Some of the unique accounting challenges include:

Knowledge of Nonprofit Accounting Rules

Accountants specialized in the nonprofit industry possess in-depth knowledge of the specific accounting rules, regulations, and reporting requirements that apply to nonprofits. They understand the nuances of fund accounting, restricted funds, program-specific expenses, and compliance with nonprofit financial standards, ensuring accurate and compliant financial reporting.

Expertise in Nonprofit Taxation

Nonprofit accountants are well-versed in the unique tax considerations and exemptions applicable to nonprofit organizations. They can navigate complex tax regulations, maximize tax benefits, and ensure compliance with nonprofit tax obligations, such as filing for tax-exempt status, managing unrelated business income, and properly reporting contributions.

Grant Management and Reporting

Nonprofit accountants understand the intricacies of grant management, including tracking, reporting, and compliance with grant requirements. They can help nonprofits properly allocate expenses, maintain grant records, and generate accurate financial reports for grantors, ensuring accountability and transparency.

Financial Stewardship and Oversight

we provide valuable financial stewardship and oversight. They can assist with budgeting, financial planning, and forecasting, helping nonprofits make informed decisions to maximize resources and achieve their mission. Their expertise ensures proper financial controls, risk management, and adherence to ethical financial practices.

Nonprofit-Specific Financial Analysis

We can provide tailored financial analysis and insights specific to nonprofit organizations. They can help interpret financial statements, identify key performance indicators, assess sustainability, and guide strategic decision-making based on the unique financial aspects of nonprofits.

Compliance and Governance

We understand the importance of compliance with legal and regulatory requirements governing nonprofits. We can help ensure proper governance, financial transparency, and adherence to accounting standards. Their expertise in nonprofit accounting safeguards against errors, misstatements, and potential legal and reputational risks.

Industry Network and Insights

We have a network of contacts and resources specific to nonprofits. We stay updated on industry trends, best practices, and changes in regulations that can impact nonprofit financial management.

By hiring an accountant specializing in the nonprofit industry, organizations can benefit from their deep understanding of nonprofit accounting rules, expertise in nonprofit taxation, grant management proficiency, financial stewardship, and industry-specific insights. This specialized knowledge and experience contribute to accurate financial reporting, regulatory compliance, effective financial management, and the overall success of nonprofit organizations.

Entity Guidance for Veterinary Companies

Business entities are extremely important both from a legal liability perspective and for taking advantage of the tax benefits of owning or being part owner in a veterinary business. Some common entities in the veterinary world include:

Professional Association/Professional Limited Liability Company (PA/PLLC):

A professional association (PA) or professional limited liability company (PLLC) is an entity structure specifically designed for licensed professionals, including veterinarians. PAs and PLLCs provide liability protection for individual owners while allowing for the practice of a specific profession within the organization. This entity structure is often preferred when the veterinary clinic aims to maintain a professional and reputable image.

Professional Corporation (PC):

Establishing a professional corporation (PC) is a common entity strategy for veterinary clinics. This structure allows veterinarians to operate as shareholders of the corporation, providing liability protection for individual owners. By forming a PC, the clinic separates personal assets from business liabilities, reducing personal financial risk. Additionally, the PC structure can provide certain tax advantages and flexibility in terms of profit allocation and employee benefits.

Limited Liability Company (LLC):

Another entity strategy for a veterinary clinic is to form a limited liability company (LLC). An LLC offers similar liability protection as a PC, shielding individual owners’ personal assets from business liabilities. LLCs provide flexibility in terms of management structure, profit distribution, and tax treatment. This entity structure allows for a more streamlined and less formal operation, making it an attractive option for veterinary clinics seeking a balance between liability protection and administrative simplicity.

Limited Liability Partnership (LLP):

A limited liability partnership (LLP) is a hybrid entity structure that provides partners with liability protection similar to a corporation while maintaining the flexibility and tax advantages of a partnership. LLPs are often chosen when veterinarians want to limit personal liability for the actions of other partners while maintaining the benefits of a partnership structure.

Corporation (C-Corp or S-Corp):

Forming a corporation, whether a C-Corp or an S-Corp, is another entity strategy for a veterinary clinic. Corporations provide strong liability protection for owners and offer flexibility in terms of ownership structure, tax planning, and potential for growth and expansion. C-Corps have more formal requirements, while S-Corps have pass-through taxation, allowing profits and losses to flow directly to the owners’ personal tax returns.

Veterinary Company Accounting Services with Hogan CPA

At Hogan CPA Financial Services, we specialize in providing comprehensive accounting, tax planning, and tax management solutions tailored specifically to the needs of veterinary businesses. By entrusting us with these crucial financial tasks, you can reclaim your valuable time and focus on what you do best – delivering exceptional veterinary care. This will allow you to dedicate more time to marketing efforts and enjoying quality moments with your loved ones.

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Cost-effective Bookkeeping for Vets

If you need part-time or fully managed help with your accounting, we collaborate with in-house staff to set up your chart of accounts, sort expenses, reconcile bank statements, and optimize your bookkeeping. We’re flexible and can expand services as you grow.

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Estimating taxing and revenue projections

Successful vets have a continued influx of patients and treat pets typically on a yearly basis. We can audit your books, recognize trends, and help you estimate taxes based on your history of transactions. We collaborate with veterinarians and help them understand their tax liability throughout the year, adjusting strategies as needed to maximize their tax savings and profitability.

How we help Veterinarians

Let us help you strategize for taxes and free up your time by taking repetitive tasks like bookkeeping off your plate.

What our Veterinary company CPA clients are saying

Tax Accountant CPA for Veterinarians

Financial Planning Testimonials
We have used Hogan CPA services for years and have had the best experiences. From the buying and selling of land, houses and other financial investments, to getting married and having kids; we have never had to worry about anything. Chris’ attention to detail is reassuring and impressive. I will continue not only to utilize them personally but also refer friends, family and businesses to them.
Michelle Bowden
"The experience with Hogan CPA has been great! I will resort to their service every year for the time to come."
Dawson Gore
"As a manager, I don't have a good understanding of my taxes. Fortunately, I have Hogan CPA experts always by my side."
Chris Fields
"At Hogan CPA, I found serious and skilled professionals and a reassuring respect for confidentiality."
Brady Houseman
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Schedule an appointment with Hogan CPA Financial Services

For A Complimentary Phone Consultation

We can assist you in growing and expanding your veterinary business. Speak directly with our veterinary accountants to explore how we can provide better support for your tax and accounting needs. Whether it’s tax planning or other financial services, we’re here to help. Click the button below to call us or fill out our form to request an appointment via email, and we’ll arrange a time that suits your schedule.

See our Frequently Asked Questions below for commonly asked questions about our veterinary CPA services.

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Veterinary CPA FAQs

The specific tax regulations governing the exemption of veterinary services from sales tax in Ohio can be found in the Ohio Revised Code (ORC). More specifically, the exemption is outlined in Section 5739.02(B)(29) of the ORC.

According to this section, veterinary services provided by licensed veterinarians are generally exempt from sales tax in Ohio. The exemption applies to the professional services rendered by veterinarians in the diagnosis, treatment, and care of animals.

It’s important to note that while veterinary services themselves are exempt, certain tangible goods or products sold by veterinarians may still be subject to sales tax. This includes items such as medications, medical supplies, specialty pet food, or other tangible products.

In Ohio, diagnostic tests and laboratory fees performed as part of veterinary services are generally exempt from sales tax. These tests and fees are considered integral components of the veterinary care provided to animals and fall under the exemption for veterinary services.

Of course! Veterinarians can deduct any legitimate business expense that is directly related to the operation of their practice, similar to the list we created above. Keeping accurate records and consulting with a tax professional will help ensure appropriate deductions are claimed.

Veterinary clinics in Ohio with employees are responsible for withholding and remitting payroll taxes, including federal and Ohio state income taxes, Social Security taxes, and Medicare taxes. They must also comply with Ohio’s labor laws, minimum wage requirements, and employee benefits regulations. It’s advisable to work with a payroll service provider or consult with an accountant experienced in Ohio tax regulations to ensure accurate payroll management and compliance with employment tax obligations.