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Four practice types. Four different financial models.

Membership plans, pharmacy inventory, optical dispensaries, and credentialing lag each need handling a standard chart of accounts does not provide. Each one changes what the statements have to show.

Every one of them collects before it delivers.

Dental membership plans, veterinary wellness plans, optometry annual supply orders, mental health program enrollment. Different names, same accounting problem: money arrives before the work does. Booked as income on receipt, it overstates profit in strong sales months and understates it in delivery months, and the owner never sees a real trend line.

It is the most common structural error across all four verticals. It's also why a practice can have a great year on paper and a bank balance that doesn't agree.

Book a diagnostic coaching call.

Twenty minutes. No pitch. Tell us about the practice and what’s bothering you about the numbers. We’ll tell you honestly whether we can help, what it would cost, and what we’d fix first. If we’re not right for you, we’ll say so.

Book a call