Feel less alone with the financial side of your therapy practice
You don't have to make every financial decision on your own. I'll help you understand what's happening financially and make thoughtful decisions as your practice evolves.
What our conversations might look like
Revenue
Where is your revenue really coming from?
We'll look at revenue by clinician, service, payer, or location to understand what's driving your practice, not just what your total income was.
Payroll
Is your team financially sustainable?
We'll look at payroll as a percentage of revenue and use it to guide hiring, compensation, and growth decisions.
Expenses
Where is your money actually going?
We'll identify spending patterns, evaluate expenses, and look for opportunities to improve cash flow without guessing.
Cash Flow & Planning
What should your money be doing next?
We'll identify opportunities to intentionally set money aside, plan for upcoming expenses, evaluate future decisions, and make sure your cash supports both your business and personal goals.
Choose how you'd like to work together.
Your practice changes.
Your financial needs change with it.
Whether you want ongoing financial guidance or need to step back and make sense of what's happening financially, there's a way to work together that fits what you need right now.
ONGOING FINANCIAL GUIDANCE
Stay connected to the financial side of your practice.
We'll regularly look at what's happening financially in your practice, make sense of what the numbers are telling us, and talk through the decisions in front of you.
Profit First is part of that work, helping you intentionally direct your money toward profit, taxes, owner pay, and the expenses your practice needs to support.
Depending on what your practice needs, our work may also include bookkeeping and financial reporting.
Ongoing support starts at $1,000/month.
FINANCIAL FOUNDATIONS DESIGN SESSION
Step back and look at the financial side of your practice as a whole.
When your practice has grown or changed, the financial systems that worked before may not work the same way now.
In this 2.5-hour session, we'll step out of the day-to-day and look at how money is moving through your practice, how you're getting and using financial information, what's working, what's getting in the way, and what needs your attention.
Then we'll decide what to change and create a practical 90-day plan for moving forward.
2.5-hour strategy session + Financial Foundation Roadmap
$795