Institutional-grade financial systems built for professional practices generating $1M+
A proven 6-week program that unlocks trapped cash, cuts bloated overhead, and installs institutional-grade financial control systems — from diagnosis to fully built.
We set up your financial systems, establish a complete baseline, and benchmark your practice against top performers using industry-specific data — identifying key opportunities from day one.
We audit every line of overhead — vendor contracts, subscriptions, insurance, credit card processing — and eliminate waste fast to start building momentum immediately.
We recover trapped cash from aged receivables — insurance claims and patient balances alike — and install a stronger collections process to keep cash flowing consistently going forward.
We optimize coding, PPO contracts, and fee schedules to capture revenue you're currently leaving on the table — then run a comprehensive tax audit across 9 proven strategies to uncover savings your current advisor may be missing.
We build your 13-week rolling cash flow forecast, implement scenario planning, and create an institutional-grade financial dashboard — so you always know your cash position and make decisions based on data, not gut feeling.
We document and present your total impact — cash unlocked, savings secured, revenue captured, profit margin improvement. You leave with a clear before/after picture and a roadmap to keep the momentum going.
Ongoing fractional CFO partnership to maintain your gains and continue improving your practice finances.
Review KPIs, cash position, and profit margins. Identify issues early before they become problems.
Quarterly strategic planning sessions to set financial goals and track progress toward them.
We coordinate your bookkeeper, CPA, and vendors—you focus on patients, not paperwork.
Financial modeling for expansion, new locations, equipment purchases, or partner buyouts.
Continuous improvement of margins, overhead management, and cash flow efficiency.
Your dedicated CFO coordinating all financial aspects of your practice for peace of mind.
A great tax plan isn't filed once and forgotten — it moves with your income. As your practice grows, your strategy needs to shift. We stay engaged all year, monitoring your financials monthly, tracking implementation, and making real-time adjustments to your entity structure so every dollar of tax savings stays captured, not just planned.
Institutional-grade tax strategy for practice owners. Most practices leave $100,000–$300,000+ on the table every year. We find it.
Most practice owners are significantly overpaying in taxes — not because their bookkeepers and tax accountants aren't competent, but because proactive tax strategy requires a different kind of engagement than annual filing.
We take a holistic and strategic approach to tax planning. Working across more than a dozen proven strategies adopted by high performing practices, we identify every legal opportunity to reduce your tax burden, then build a dynamic plan that adapts as your income grows and your circumstances change.
The result isn't a one-time filing adjustment. It's a structural shift in how your practice manages its tax position — year-round, proactively, and always in your favor.