Sara Workman
Adjunct Professor of Personal Finance at Southern Utah University
Based in Cedar City, United States
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Seniority
Staff
Department
Education
Location
Cedar City
Industry
Higher Education
Company size
2.7K
Contact information
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s•••••••@suu.edu
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Background
About Sara Workman
Healthcare professionals are in a somewhat surprising predicament. They often graduate from medical school with student debt that would equate to a very nice house (accruing interest from the day they started school). Best case scenario, their loan payments are income based. This means that as they make money not only do their taxes increase, so do their student loan payments. If they're not careful, that could mean over 65% of their income goes to the government, making it difficult to fund their other financial goals such as buying a home and saving for retirement. On top of that, the business of healthcare is changing as a result of shifting regulations surrounding the industry and the power of insurance agencies. Unfortunately, most CPA's don't understand their healthcare clients big picture. There's a reason we get a bad reputation as 'bean counters'. Many simply take your information as you give it to them, put the numbers in the 'right' places, and send you on your way with little to no planning. There is no strategy involved. Just like patients need to see doctors that specialize in their ailments, healthcare professionals need to use advisers that specialize in their unique situations. As a CPA, with an MBA, MS in Accounting and MS in Integrated Healthcare Management (not to mention the wife of a doctor), I've gone the extra mile to know all of the in's and out's of my clients business and personal financial pictures, and help them navigate their taxes in a way that maximizes both. If there are many ways to do your taxes legally, why not choose the one that helps you reach ALL of your financial goals? I can also help you make the most of your business by offering accounting, payroll and Outsourced CFO services, leaving less headache for you and more time to do what you love.
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