Services — Entry 02
Big-Firm Depth · Practice-Sized Fees
Reports you can read. Decisions you can defend.
Most practice owners don't need a full-time CFO. They need financial reports that make sense at a glance, and one call before every big decision. That's the whole service.
What's Included
Reports you can read, and a call before the big ones.
Every engagement is scoped in writing at the diagnostic. Below is the standard shape of the work.
Standard Scope — Operations
Monthly financial reports in plain English: what changed, why, and what to do about it, delivered right after the close instead of weeks later.
Overhead managed against practice benchmarks, with a target on every major category and not just a total number.
Rolling cash-flow forecast, so tax payments, equipment, and slow months never surprise the operating account.
Decision support with numbers attached: the equipment purchase, the associate hire, the second operatory, the lease renewal, the practice acquisition.
Owner-compensation planning: salary, distributions, and retirement working as one system with the tax plan.
A direct line to your CPA that answers before you sign, not a support queue.
What You're Really Buying
A number before you sign.
You don't need a full-time CFO on payroll. You need the analysis a good one would hand you before the associate, the equipment, the lease, the acquisition.
Book the Free DiagnosticDecision Memo
SampleWhat a decision memo weighs. Yours runs on your own books.
Built For
Practice owners producing well who still feel like the money disappears. And anyone about to make a six-figure decision on gut feel.
You'll know it's you if
You're producing well, but couldn't say where the money actually goes.
The last big purchase got decided on gut feel and a good month.
Fair Questions
Anything not answered here gets a straight answer on the diagnostic call. No meter running.
What does a typical month look like? +
The close lands by the 10th, the review call runs 30–45 minutes on what changed, and between calls you send the decisions as they come up. The point is a number you can call before you commit.
Is this only useful for bigger practices? +
No — a solo practice with an overhead problem gets more from an hour of this work than a group with clean margins. The fee scales with the practice, which is the point.
The Next Entry
Free · 30 Minutes · No Obligation
One conversation about your numbers.
Book the diagnostic: thirty minutes, your last P&L, and a straight read on where the money's going, with a practice-sized quote if you want one.