Stop Financial Burnout.  Scale Your Practice with Confidence

Best for solo practitioners focused on clinical care over administrative stress.

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The Transformation:  We take baseline financial anxiety off your plate by ensuring your practice is audit-proof and tax-compliant. 

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Included Services:

• Automated Monthly Bookkeeping: Clean, accurate ledgers and bank reconciliations.

• Annual Tax Preparation: Stress-free filing of your Business and Personal tax returns.

• Peace of Mind: Dedicated email support for your day-to-day financial questions. 

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Best for scaling group practices (S-Corps) that need to prevent burnout and build wealth. 

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The Transformation: As you hire clinicians, complexity grows. We provide the "Financial Grounding" you need to optimize your pay and protect your profit. 

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Included Services:

• Monthly "Grounding" Sessions: A 20-minute video meeting to review your cash flow and margins. 

• S-Corp Salary Optimization:  Professional oversight of your W-2 payroll and distributions.

• Proactive Tax Boundaries: Bi-annual formal tax projections so you never have surprise bill in April. 

• Everything in Foundations.

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Best for established clinic leaders preparing for multi-location expansion or a future exit.

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The Transformation: High-revenue clinics often suffer from "software bloat" and hidden leaks.  We act as your Fractional CFO to maximize your practice's ultimate value.

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Included Services:

• Tech Stack & Profitability Analysis: Consolidating complex EHRs (like TherapyNotes, Axxess, or Practice Fusion) to increase eficiency.  

• Exit-Readiness Strategy: Strategic adjustments to your margins to prepare the business for a high-value sale. 

• Quarterly Tax Strategy: Deep-dive planning for high-revenue clinics to manage estimated payments perfectly. 

• Everything in Foundations & Growth

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