Financial support for the practice you're running now.
Whether you want someone in your corner as your practice evolves or need help with a specific financial challenge, there's a way to work together that fits what you need.
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 support or need help with something specific, there's a way to work together that fits where you are right now.
ONGOING FINANCIAL GUIDANCE
Stay connected to the financial side of your practice.
We'll look at what's happening financially in your practice and talk through the decisions in front of you. That might mean figuring out whether you're ready to hire, understanding what's driving your revenue, looking at what you're paying yourself, planning for upcoming expenses, or deciding what you want your money to do next.
You'll have ongoing bookkeeping, financial reporting, Profit First guidance, and dedicated time with me to talk through what's happening and what comes next.
Ongoing support ranges from $400–$1,500/month, depending on the level of support you need.
FOCUSED FINANCIAL SUPPORT
Need help with something specific?
You don't have to commit to ongoing support to work with me. Sometimes you just need dedicated time with someone who understands therapy practices and can help you figure something out.
Focused sessions give you one-on-one time with me to work through the financial question, challenge, or problem that's in front of you—whether you're looking at the financial foundation of your practice or need help with a specific QuickBooks issue.