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A fixed monthly fee, quoted after we have seen the file
Not an hourly rate, not a surprise. The number is set once we know what your books actually look like.
How this is priced.
Most practice owners have been quoted for accounting work in one of two ways: an hourly rate that makes the final number unknowable, or a flat fee quoted before anyone has looked at the file, which gets revised once someone does.
We do neither. The first call is a conversation about the practice. Then we look at the accounting file, the bank and merchant statements, and the practice management reporting, and quote a fixed monthly fee against a written scope. That number does not move unless the practice does.
What sets the number.
- Transaction volumeHow much moves through the accounts each month. A single-location practice collecting $80K and a group collecting $600K are different amounts of work.
- Providers and compensation structureEach provider whose margin has to be read separately, and whether compensation is salary, production, collections or hybrid.
- Locations and entitiesSeparate entities, separate registrations and consolidated reporting all add work. One location with one entity is the simplest case.
- InventoryOptical dispensaries, veterinary pharmacy and retail, and consumables carried properly rather than expensed on purchase.
- Deferred revenueMembership plans, wellness plans, care packages and prepaid treatment tracked as a liability and released as care is delivered.
- Which services you takeAccounting and close on its own, or with CFO advisory, or with strategic planning as well.
What the monthly fee covers.
- The closeBooks closed on an agreed date each month, on a chart of accounts built for your practice type.
- The statement packageA profit and loss statement structured for a practice, a balance sheet that separates what is genuinely yours, a cash statement, and an operating summary.
- The monthly reviewA scheduled call to go through what moved, what caused it, and what it means for the decision in front of you. This is where the CFO advisory sits.
- Access between callsQuestions that come up mid-month do not wait for the next scheduled review.
Cleanup is quoted separately
Nearly every practice that comes to us needs some correction to the existing file — deferred revenue never recorded, a chart of accounts inherited from a template, personal spending mixed with operating expense, financed equipment booked as an expense.
That work is quoted separately and up front, as a one-time figure, because it varies enormously. A practice with two clean years behind it and a practice with five years of neglected books and three entities are not the same job, and pricing them the same way serves neither.
You see both numbers — the one-time cleanup and the ongoing monthly — before you commit to either.
Frequently asked.
How much does it cost?
It depends on transaction volume, number of providers, locations and entities, whether you carry inventory, and how much deferred revenue is involved. We quote a fixed monthly fee after looking at your file rather than a range before we have seen it.
Do you charge hourly?
No. The monthly work is a fixed fee against a written scope. Cleanup is quoted separately as a one-time figure.
Is there a contract?
Month to month, cancel with 30 days’ notice.
Why not publish a price list?
Because a practice collecting $80K a month with one provider and a group collecting $600K across three locations with inventory and membership plans are different engagements, and a published figure would be wrong for both.
Does the fee change?
Not unless the practice does. Adding a location, a provider or an entity changes the scope, and we would agree the new fee before the work starts.