You take care of patients and clients. We'll take care of the numbers.
Practice owners carry clinical responsibility and a business at the same time. Insurance timing, provider pay and equipment decisions make cash flow harder than it looks. We give you a clear monthly picture and a tax plan built for high-earning practice owners.
Insurance reimbursements lagging behind payroll
A cash forecast built around reimbursement timing
Provider pay that doesn't match production
Revenue and profit by provider, location and service line
Equipment and build-out decisions made on gut feel
Buy-vs-lease and expansion models before you sign
A large tax bill that shows up as a surprise every April
Entity, owner pay and retirement strategy set during the year
Books that wouldn't survive a lender's or buyer's review
Lender- and buyer-ready financial statements
A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.
Dedicated pages: Dental practices · Medical practices
$1,200/month
Up to $750k revenue. One entity, up to 3 bank and card accounts, up to 150 transactions a month, cash basis, simple payroll.
$3,000/month
$750k–$2.5M revenue. Up to 2 entities, up to 400 transactions a month, accrual basis, staff, contractors and sales tax.
$5,500/month
$2.5M–$5M revenue. Up to 3 entities, up to 800 transactions a month, lenders or investors, multiple revenue streams.
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.
