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Three services, delivered together.
The close, the interpretation, and the decisions that follow are handled together, not handed between firms.
Accounting & Monthly Close
Clean, current, practice-aware books closed on a fixed calendar. Deferred revenue, provider comp, inventory, and merchant fees handled the way a practice actually needs them handled.
What's included →CFO Advisory
The monthly review, profitability analysis, cash forecasting, and decision support for hiring, equipment, expansion, and eventually sale. Executive finance at a fraction of a full-time hire.
What's included →Strategic Planning & Coaching
Vision, quarterly priorities, an accountability chart, and a weekly leadership rhythm — with a scorecard built on financials that are actually closed, not numbers typed in from memory.
What's included →Why the order matters.
CFO work sits on top of reliable bookkeeping. Forecasting and strategy built on unreliable data is guesswork dressed up in a spreadsheet. If your books need attention first, we'll tell you plainly and get the foundation right before layering strategy on top.
That's why most engagements start with bookkeeping and close, add the monthly review within the first quarter, and expand into forecasting and decision modeling once the numbers are trustworthy. Operating-system work sits on top of both: a scorecard is only as good as the close underneath it, and quarterly priorities are only real if they're affordable. Some practices only ever need the first service. We'll tell you if that's you.
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