How It Works
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Clean, Weekly Bookkeeping
Why It Matters:
Most practices update their books monthly (or less). By then, you're making decisions on 30-60 day old data. Weekly bookkeeping means you're never flying blind—every hire, price change, or marketing spend happens with current numbers instead of hunches.
What’s Included:
Weekly transaction categorization and reconciliation
Proper chart of accounts for cash-pay medical practices
Product costs tracked separately from labor
Monthly close with clean P&L and balance sheet
QuickBooks setup and ongoing management
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
Custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
Custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Custom KPIs
Why It Matters:
Revenue doesn't tell you if you're making money. Standard P&Ls don't show which services are profitable or whether that next hire makes sense. We track the performance metrics that reveal what's working (margins, provider productivity, retention) and the predictive indicators that show what's coming (30-day revenue pipeline, consult conversion rates, cash runway) so you're making decisions based on data, not gut feel.
What’s Included:
Custom metrics tracked monthly
Monthly report showing trends and changes
Performance indicators (what's working right now)
Predictive indicators (what's coming in 30-60 days)
Service-level and provider-level profitability analysis
Monthly CFO Breakdown Video
Why It Matters:
Every month you get a recorded CFO meeting — not a narrated report. Your CPA walks through what changed, what's at risk, and specific action items with real numbers behind them. Think: 'your retail margin is down 14% two months in a row, here's why, here's what to do.' You can watch it on your own time and share it with whoever needs to see it.
What’s Included:
Structured CPA review: monthly results → risks → prioritized action items
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Monthly CFO Breakdown Video
Why It Matters:
Every month you get a recorded CFO meeting — not a narrated report. Your CPA walks through what changed, what's at risk, and specific action items with real numbers behind them. Think: 'your retail margin is down 14% two months in a row, here's why, here's what to do.' You can watch it on your own time and share it with whoever needs to see it.
What’s Included:
Structured CPA review: monthly results → risks → prioritized action items
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Monthly CFO Breakdown Video
Why It Matters:
Every month you get a recorded CFO meeting — not a narrated report. Your CPA walks through what changed, what's at risk, and specific action items with real numbers behind them. Think: 'your retail margin is down 14% two months in a row, here's why, here's what to do.' You can watch it on your own time and share it with whoever needs to see it.
What’s Included:
Structured CPA review: monthly results → risks → prioritized action items
Review of what changed from prior month
Risk identification (cash flow issues, margin compression, etc.)
Specific action items prioritized by impact
Shareable with partners or managers
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
No scheduling required—submit questions anytime
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Answers backed by your actual financial data
Unlimited questions between monthly cycles
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
No scheduling required—submit questions anytime
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Answers backed by your actual financial data
Unlimited questions between monthly cycles
Ongoing Decision Support
Why It Matters:
Big decisions don't wait for monthly reports. When you're deciding whether to hire, adjust pricing, invest in equipment, or open a second location, you need answers fast. Our support portal lets you submit questions anytime and get video or written guidance within 24-48 hours.
What’s Included:
No scheduling required—submit questions anytime
Responses within 48 hours (video or written)
Decision guidance on pricing, hiring, growth investments
Answers backed by your actual financial data
Unlimited questions between monthly cycles
Ready to Stop Guessing on Growth Decisions?
Answer a few questions about your practice and get a personalized video analysis showing where your real financial constraint is.
Ready to Stop Guessing on Growth Decisions?
Answer a few questions about your practice and get a personalized video analysis showing where your real financial constraint is.
Ready to Stop Guessing on Growth Decisions?
Answer a few questions about your practice and get a personalized video analysis showing where your real financial constraint is.