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CLEAR THE FINANCIAL FOG
RESULTS-ORIENTED STRATEGIES
FOR HEALTH PROFESSIONALS

I will show you how to save money and grow your business.

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Full Service Fractional CFO and Certified Public Accounting Firm

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ARE YOU CURRENTLY EXPERIENCING ONE OF THESE CHALLENGES?

Profitability is only one of many stressors.


FINANCES FEEL
DISORGANIZED?

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Without passion for numbers, finances can seem overwhelming, like reading a book
in another language.We translate the financial statements for you and guide how
staffing, units and visits affect them.


DON'T KNOW IF YOUR
MARKETING IS EFFECTIVE?

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Not knowing your marketing ROI can feel like throwing darts in the dark,
investing time and resources without seeing where they land. When you're unable
to identify which strategies drive growth, it's challenging to make informed
decisions or justify the cost.We help you implement systems to make sure you
know when new patients come from your marketing spend.


LOST A KEY
EMPLOYEE?

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It's confusing and frustrating when the person you trust with money can no
longer do the job.We can take over at a fraction of the cost and be a financial
knowledge base you can count on.


DON'T GET ENOUGH
TIME FROM YOUR CPA?

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Most CPAs have hundreds of clients. It often leads to a scramble at tax time,
missed opportunities, and a sense of disconnection from your financial health,
making strategic planning and growth challenging.We keep our client ratio
reasonable so you can have regular communication and peerless service.




WHY WORK WITH US?

Client benefits and features

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THE PROCESS

Regular Insights and Wins compound Year after Year.

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ABOUT US

A Unique Family Firm


MY DECADE AS CFO FOR A PHYSICAL THERAPY PRACTICE TAUGHT ME THE POWER OF NUMBERS
WHILE GROWING FROM 5 TO 30 LOCATIONS. TODAY I MANAGE A FAMILY CPA FIRM WITH MY
DAD AND SISTER.THROUGH BITE-SIZED EDUCATIONAL VIDEOS AND MEETINGS, WE'LL
NAVIGATE YOUR FINANCIAL LANDSCAPE TOGETHER, FOCUSING ON COST-CUTTING, PRESENTING
POLISHED FINANCIALS, OPTIMIZING CAPITAL, AND ADDRESSING YOUR QUESTIONS.




FAQ

What is your pricing?

Our prices are dynamic based on client needs. Every business has differently
levels of complexity and size. After we discover your company's requirements, we
charge an agreed upon, flat monthly fee.

How is your advice more effective?

The ability to connect the dots between operations, marketing ROI, financials,
etc is the driver of effective strategic planning in operations, cost
reductions, and growth.

What accounting software do we need?

You'll need Quickbooks Online to work with us. If you don't use it currently, no
sweat. We will do the migration for you during Onboarding.

What is the time commitment?

It's possible someone on your staff will be able to provide us with most of the
information we need. At the minimum, we require an hour a month during
onboarding for interviews and a team member we can ask routine questions.


Afterwards, I'll send videos for analysis and updates that you can watch at your
leisure and schedule meetings only when necessary.


In general, the time loss from your current finance processes is higher than it
appears on the surface. It's not just about the hour here or there; it's about
the opportunities missed, the stress induced, and the time that could have been
better spent on growing and managing the business.

Is there a long term contract?

Not at all. Our services are month to month. Feel free to cancel any time. We're
confident you won't want to.

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