Accortax Solutions manages the business side of clinical trials. We draft and negotiate agreements and budgets, track and reconcile every site payment, and keep study books clean from startup to closeout.
Illustrative example, not client data
Sponsors need agreements signed and sites paid correctly. Sites need fair budgets and every earned dollar collected. We bring the same contract and accounting discipline to each.
Small and mid-sized biotech, pharmaceutical and device sponsors who need contracts, site payments and study finances handled by specialists.
Independent sites and research practices that want stronger agreements and a revenue process that never leaves money on the table.
Toggle to compare how studies often run with contracts, payments and books spread across different people and vendors, and how they run with one accountable team.
Join us at any phase. We add the services your study needs now, and extend as it grows.
Agreements and budgets drafted, negotiated and executed so sites can activate.
Visits, invoiceables and pass-throughs tracked, paid and reconciled each cycle.
Holdbacks released, final invoices settled, and the study books closed with nothing left open.
Unbilled screen failures, missed pass-through costs and unnoticed underpayments add up quietly. Move the sliders to see the yearly impact on your site.
Over three years: $216,000
Illustrative only. Uses the figures you enter, not an industry benchmark.
Most providers stop at the signature or start at the payment. We connect contracts, payments and accounting so every figure agrees from start to finish.
The team that negotiates your budget reconciles the payments against it.
Chartered accountancy and corporate finance training behind every ledger we keep.
We never represent a sponsor and a site on the same study.
Specialist capability without building an in-house clinical finance department.
US registered and working with studies in the United States and South America.
Regular status updates and reports, so you always know where money and agreements stand.
Tell us where things stand. We will map out exactly which services help and what the engagement looks like.
From the first CTA draft to the final closeout reconciliation, we give small and mid-sized sponsors a specialist contracts and clinical finance function without the cost of building one.
Contracts, payments and accounting often sit with different people. The gaps between them are where delays, disputes and financial surprises begin.
Every week a site agreement sits in redlines is a week that site cannot enroll patients.
Payment errors damage site relationships and pull attention away from recruitment.
Estimated accruals and unreconciled payments create surprises in reporting and due diligence.
Choose a service to see our scope, the value it adds to your business, and the deliverables you receive.
Study startup
Study conduct
Financial management
We prepare clinical trial agreement templates built around your protocol, your risk positions and the types of sites you plan to use. If you already have a template, we review and strengthen it before it reaches a single site.
We build site budgets directly from your protocol and schedule of assessments, pricing every visit, procedure and invoiceable item against fair market value so your offers are credible from the first draft.
We manage negotiations directly with each site and institution, handling redlines, budget counteroffers and open issues within the positions and ranges you approve. Anything outside those limits comes back to you with a clear recommendation.
We close the remaining issues, prepare final versions, route agreements for signature and deliver fully executed contracts, together with a payment terms summary your study team can use immediately.
We set up and maintain payment tracking for every site, covering visit payments, invoiceables, pass-through costs, startup fees and holdbacks, all mapped to each executed budget.
We reconcile completed visits in EDC against payments made and invoices received, investigate every difference, and resolve discrepancies directly with sites.
We maintain study-level books, including accruals based on actual site activity, forecasts, pass-through tracking and the final closeout reconciliation, in a format your accountants and auditors can rely on.
Start with one phase or hand us the full lifecycle. Every engagement is scoped and quoted per study.
Best for sponsors activating new sites.
Best for sponsors who want one accountable partner.
Best for studies already enrolling.
Yes. Many engagements start mid-study with a reconciliation of payments made so far, after which we continue tracking, reconciling and keeping the books through closeout.
Either. We can draft a new template for your study or review and strengthen the one you already use, then negotiate from it with every site.
Yes. We support sponsors running studies with sites in the United States and across South America.
We negotiate on your behalf, invoice and follow up with sponsors and CROs, reconcile every payment, and keep each study's books from activation to closeout.
Choose a service to see what we handle, how it helps your site, and what you receive.
Contracts
Revenue
Financial management
We review the sponsor or CRO agreement and budget, identify risks and underpriced items, and negotiate redlines and counteroffers for you so the terms you sign are fair and sustainable.
Everything in our negotiation service, carried all the way through. We close every open issue, confirm final versions and take the agreement to full execution.
We raise invoices for invoiceable items such as screen failures, unscheduled visits and pass-through costs, then follow up with sponsors and CROs until payment arrives.
We match every completed visit and procedure against payments received, flag underpayments and missed items, and resolve them with the sponsor until your account is complete.
We keep a proper financial record for each study from activation through closeout, covering receivables, holdbacks, study income and the final reconciliation.
Enter your own figures. Even a few percent of unbilled or unpaid work becomes a significant yearly loss.
Over three years: $216,000
Illustrative only. Uses the figures you enter, not an industry benchmark.
Engage us for a single study or across your whole portfolio.
Best for sites reviewing new study offers.
Best for sites that want contracts and revenue handled together.
Best for sites with studies already running.
The same accounting discipline we bring to clinical trials, applied to your personal and business taxes. Accurate returns, organized books and planning that looks ahead.
Federal and state income tax returns prepared accurately and filed on time.
A look ahead at the year so there are fewer surprises when it is time to file.
Catch up on unfiled years or correct a return that needs to be amended.
Federal and state business returns for small businesses and their owners.
Monthly books kept so your records are always ready for filing, lenders and decisions.
Planning through the year, not only at filing season, to keep your business tax efficient.
A clear process that keeps you informed at every stage.
Tell us about your situation and receive a checklist of the documents we need.
We review your documents and ask any questions before preparation begins.
Your return is prepared and walked through with you before anything is filed.
We file your return and remain available for questions afterwards.
A structured engagement that fits into your team, your systems and your study timelines, without disruption.
A free conversation about your study or site, where things stand today, and the outcomes you need. We listen first and recommend only the services that fit.
You receive a written proposal setting out the services, deliverables, timelines and fees for your study, so there are no surprises later.
We sign a confidentiality agreement, gather the protocol, templates, budgets and payment data we need, and agree how and when we report to you.
We draft, negotiate, track, invoice, reconcile and keep the books, with regular updates and escalations only when a decision needs you.
We complete the final reconciliation, hand over a closeout package, and review the engagement with you to plan the next study.
We adapt to your templates, systems and approval process, so adding Accortax feels like adding an experienced team member.
Engage us per study, per phase or per service, and scale up as your pipeline grows.
We negotiate within the positions you approve and bring anything else back to you.
Study documents and financial data are handled under a signed confidentiality agreement.
Tell us about your study, your site or your tax needs.
Contract specialists rarely think like accountants, and accountants rarely understand clinical trial agreements. We do both, and that changes the result.
The people who negotiate your agreement are the same people who make sure every payment under it is correct.
Each of these exists to protect your timelines, your relationships and your money.
Contracts, payments and books under one team. Knowledge of what was negotiated is never lost in a handoff between vendors.
Founded on chartered accountancy and corporate finance experience, so accruals, holdbacks and reconciliations meet accounting standards.
More than 100 clinical trial contracts and budgets negotiated by our founder, across a wide range of sites and studies.
We never represent a sponsor and a site on the same study, so your interests are the only ones we represent.
Specialist capability for small and mid-sized organizations, without the cost of building an in-house department.
A US-registered company supporting studies and sites across both regions.
We never represent both a sponsor and a site on the same study. This commitment is written into every engagement letter, so every client knows exactly whose interests we represent.
To make the business of clinical research as precise as the science itself.
Accortax Solutions was founded to close the gap between clinical trial contracts and the accounting that should follow them. Too often agreements are negotiated by one party, payments processed by another and books kept by a third. We bring all three together.
Contracts and budgets negotiated by our founder with sites and sponsors.
Formal training in accounting, audit, finance and taxation.
Hands-on experience in site contracting, regulatory documentation and study operations.
Every figure traced, every term understood.
Independent advice and clear conflict rules.
Clear scope, clear fees, clear reporting.
We work as an extension of your team.
Send a few details and we will reply by email to arrange a free consultation.
After a free consultation we prepare a written proposal for your study or site, with the scope, deliverables and fees clearly stated before any work begins.
Not on the same study. We may work with sponsors and with sites, but never with both parties to the same study.
No. Accortax Solutions provides contract management, negotiation support and accounting services. We do not provide legal advice, and we recommend involving your legal counsel where a legal opinion is needed.
Yes. Every service can be engaged on its own, combined by phase, or extended across the full study lifecycle.