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.
The problems we hear most from owners like you, and exactly what's different once we're working together.
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
$1,000/month
$250k–$1M revenue, one entity, simple payroll
$2,500/month
$1M–$3M revenue, multiple revenue streams, staff and contractors
$4,500+/month
$3M–$10M revenue, lenders or investors, multiple entities
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.
