Hire an accountant with 10+ years of clinical CFO experience
Full Service Certified Public Accounting Firm
Are you currently experiencing one of these challenges?
Finances feel disorganized?
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.
Lost a Key Employee?
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 know if your marketing is effective?
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.
Don't get enough time from your CPA?
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.
Client benefits and features
Gain an unbiased, confidential soundboard for your business ideas.
Receive tax estimates ahead of time and save money with strategic tax planning.
Save time and money by never have to retrain internal accounting staff.
Mitigate expansion risk by having a detailed
Forecast with worst, expected and best cases.
Know capital is being put to the right use for your goals.
Faster access to information allows for better decisions.
Regular meetings and communication so you always have answers to your questions.
Regular Insights and Wins compound Year after Year.
Redesign Chart of Accounts to Standard
Clean up Bookkeping
Cllient Interview
Set goals with Action Steps
Create Forecast
Create Tax Plan
KPI Dashboard Review or Formation
Pristine Bookkeping
Monitor Cashflow
Monthly Financial Statement Review
Monthly Operations Call
Compare Progress with Forecast
Update Tax Estimate
File Tax Returns
Update & Set New Goals
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.
Ready to Start? Let's work together!
Questions & Answers
Frequently Asked Questions
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.
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.
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.
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.
Not at all. Our services are month to month. Feel free to cancel any time. We're confident you won't want to.
