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Two services. One team accountable for both.
Most firms sell you bookkeeping and call the interpretation an upsell. We think the numbers are worthless if nobody explains them, so we built the practice around doing both.
01 · Foundation
Bookkeeping & 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 →02 · Interpretation
CFO Advisory
The monthly read, 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 →Sequencing
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 read within the first quarter, and expand into forecasting and decision modeling once the numbers are trustworthy. Some practices only ever need the first service. We'll tell you if that's you.
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Let's talk about your practice.
Twenty minutes, no obligation. We'll tell you honestly whether we can help — and what cleaner, practice-aware books would change for you.
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