Coastal Medical Associates

Coastal Medical Associates is a physician partnership operating four clinic locations across San Diego County. For regulatory and liability reasons, each location operates as a separate Professional Corporation—but the 12 partner physicians share profits according to a complex allocation formula based on collections, patient volume, and administrative responsibilities. Every quarter, the managing partner spent a full week consolidating results across the four P.C.s, then applying the allocation waterfall. The process involved exporting from QuickBooks, normalizing account names (each location had evolved its own chart of accounts), and manually building the allocation model. "I became a physician to practice medicine, not to be a part-time accountant," said Dr. Harrison. "But I couldn't trust anyone else with the numbers that determine everyone's compensation."

Exasum provided the consolidation layer Dr. Harrison needed, but the key was the dimensional structure. Beyond the four legal entities, Exasum tracks each physician as a "profit center" dimension—enabling the consolidated P&L to show both location performance and physician attribution. The allocation formula was codified into Exasum's reporting layer, so quarterly distributions now generate automatically from the consolidated data. Mapping the four different QuickBooks charts of accounts to a unified structure took one afternoon—and now any chart of accounts changes sync automatically.