NOT READY FOR OUR FULL SERVICES? Your Growth Path: From Questions to Confidence START HERE!
You don’t need more noise, you need a clear roadmap. We start with coaching and advisory so you can build skills and clarity, then move into targeted projects and done-for-you systems that drive growth. Wherever you are, we meet you there.
Wherever you are, we meet you there.
Not Every Practice Owner Is Ready For A CFO But They Need A Strong Financial Foundation From Day One
Our core service is comprehensive Fractional CFO and Accounting support. For many growing practices, that’s the ultimate solution, consistent financial clarity, strategy, and execution.
But What If You’re Not Quite There Yet?
Maybe You’re Still Asking:
“Where Is My Cash Going?”
"When Can I Hire Another Clinician?"
“How Do I Get My Billing And Collections Under Control?”
“What Should I Track To Know If I’m On The Right Path?”
Know Where You Stand Before You Decide Where To Go
Most clinic owners don’t need more opinions, they need facts. Our Financial Clarity Assessment gives you a data-driven, industry-specific analysis of your billing, financial, and operational systems so you know exactly what to focus on first.
What you get:
A comprehensive review of billing workflows, financial statements, and clinic operations.
A detailed report highlighting strengths, risks, and the hidden gaps draining your profits.
A personalized roadmap that prioritizes the most impactful changes based on your goals.
Benchmarking against your peers, using deep industry knowledge and best practices so you know where you stand and what’s possible.
Financial Clarity Assessment
$995
Most Popular
Let's get you started!
This upfront clarity often saves practices tens of thousands in lost revenue and wasted effort.
Clear action steps you can start implementing immediately with your team
A personalized roadmap that prioritizes the most impactful changes based on your goals
Build Systems. Empower Teams. Lead Like A CEO.
We offer Coaching & Advisory. You Do the Work, With Our Expertise at Your Side
Once you know where you stand, the next step is building financial control. In this stage, you stay in the driver’s seat—we equip you with the right tools, frameworks, and accountability to put your plan into action.
Deep Dive Projects — Short-Term, High-Impact Engagements
Package
Financial Clean-Up Intensive
Revenue Recovery Blueprint
90-Day Profit Accelerator
Integrated Performance Dashboards
Best For
Clinics with messy books or unclear reports
Clinics with billing inefficiencies or collections leaks
Owners ready to set goals and drive provider accountability
Owners who want ongoing clarity and coaching
Key Deliverables
Clean P&Ls, Reconciled Balance Sheet, Cash Flow Trends, Custom Dashboards, Break-Even Analysis
Billing Workflow Audit, Payor Mix Report, Industry Benchmarking, KPI Billing Trends, Revenue Recovery Roadmap
Annual Goal-Setting, 90-Day Provider Targets, Weekly Scorecards, Dashboards, Quarterly Re-Forecast
Custom KPI Dashboard, Data Integration, Visual Reporting, Coaching & Training, 90-Day Support
Goal
Reliable numbers you can trust and a clear financial foundation
Recover 5–10x investment by capturing lost income
Clear path from goals to actions, with accountability and measurable results
A live financial “command center” that drives confident decision-making
8-Week Practice Launch Cohort
Build Your Clinic the Right Way From Day One
What You’ll Get:
Profitable Business Model
Services, pricing, and patient flow designed for profit.
Market Positioning
Stand out locally with a clear growth strategy.
Financial Foundations
Revenue targets, projections, and cashflow confidence.
Operational Playbook
Proven systems for billing, scheduling, and patient care.
