THE FINOPSYS

LOCUM

EDGE™

Financial Operations for Locum Physicians

Organize travel, housing, CME, licensing, credentialing, and multi-state work in one reliable financial rhythm.

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See What’s Included

Physician Financial Overview

HOSPITAL

CLINICAL INCOME

Clean books

NET INCOME

Tax-ready

Income Trend (YTD)

Credentialing Docs

Contracts, W-9s, licenses

ESTIMATED TAX

Tax-ready records

Q2 Estimate

Clean books YTD

Built Around Your Business

Industry operating plan

Premium Consultation

Bookkeeping, tax coordination, contract income tracking, assignment reporting, and financial guidance tailored to locum physicians managing shifts, agencies, travel, housing, CME, licensing, and multi-state work.

You care for patients;

we handle the finances.

GIVE YOU BACK YOUR SHIFTS.

GIVE YOU BACK YOUR TIME.

BUILT FOR THE MODERN LOCUM

Everything You Need. Nothing You Don’t.

LOCUM BOOKKEEPING

Track shift income, agency pay, travel, housing, CME, licensing, and malpractice.

MONTHLY REPORTS

P&L, Balance Sheet, Cash Flow, and tax reserve visibility every month.

QUARTERLY TAX GUIDANCE

Estimated tax planning to reduce surprises and keep cash reserved.

MULTI-STATE TAX

Organize income and expenses by state, assignment, and agency.

1099/W-2 TRACKING

Separate contracts, moonlighting, reimbursements, and payroll income.

DEDICATED MANAGER

A real person who understands physicians, agencies, and busy schedules.

GROWTH PATH

Upgrade to payroll, tax prep, entity planning, or CFO support as income grows.

01. Capture

Transactions, payroll inputs, bills, receipts, and questions stay organized before month-end.

02. Close

Books are reconciled, reviewed, and packaged with the reports that guide decisions.

03. Grow

Clean data surfaces cash needs, margin shifts, tax readiness, and next-stage support decisions.

Choose the support model that fits your operating stage.

Choose the support level that fits your stage.

Start with clean monthly operations, then layer in payroll, deeper reporting, cleanup, and advisory support as your business grows.

A premium consultation helps match the right support level to your stage.

THE LOCUM FOUNDATION

For professionals who need clean books, tax-ready records, and reliable monthly reporting.

THE GROWTH STACK

For teams ready for deeper planning, stronger reporting, cleanup, payroll, and strategic financial support.

For established businesses ready for deeper planning, stronger reporting, and more strategic financial support.

Specific tax, entity, payroll, and strategic support depends on your needs, engagement scope, and coordination with the appropriate professionals.

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From early traction to a finance-ready operation

FROM SOLO THERAPIST TO GROUP PRACTICE

We Grow With You As Your Locum Practice Grows.

Whether you take occasional assignments or run a full-time independent physician business, FinOpSys helps you stay organized, tax-ready, and financially informed.

Stage 01 — First assignments: Track shift income, reimbursements, licenses, travel, and deductions from the start.

Foundation: organize contract income, assignments, travel, housing, CME, licensing, and quarterly tax reserves.

Categorize activity, reconcile accounts, and stabilize the first reporting rhythm.

Stage 02 — Full-time locum work: Add quarterly tax planning, entity guidance, and cleaner cash-flow reporting across assignments.

Growth: track multi-state work, agency payments, deductions, and documentation across recurring locum assignments.

Lock in monthly close, payroll coordination, and tax-ready source documents.

Stage 03 — Multi-state practice: Coordinate filings, contractor support, retirement planning inputs, and detailed income reporting.

Scale: evaluate entity structure, S-Corp payroll, retirement planning, and recurring tax coordination for higher income.

Add cash-flow, margin, and KPI reporting so decisions are backed by clean data.

Stage 04 — Practice owner: Support payroll, advisory reporting, and finance operations as locum work becomes a larger business.

Layer in planning support, cleanup projects, and strategic financial guidance.

Optimize: maintain tax-ready reporting, assignment profitability, forecasting, and proactive planning for a physician business.

Human Led

AI Supported

Secure workspace

Secure

Secure workspace

Controlled access

Physician / Real Support

Build a cleaner financial operation for your locum practice.

Spend less time on your books and more time practicing medicine.

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Income sources

Categorized records

Monthly reporting / tax readiness

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