You run the practice. We run everything behind it.
An all-in-one finance partner for the owner-operated practice. Bookkeeping, payroll, tax, and the advice that ties them together, delivered as one back office by one firm.
Built for the practice where the owner still signs every check.
Practices generating roughly $1M or less in revenue, with one or two practitioners and no practice manager, where the owner is still the one running the back office between appointments.
We work with the full range of independent practice, not just general medicine.
Past $1M, with a practice manager and more than one practitioner producing? Practice CFO is the program built for that.
The numbers start working for you, instead of the other way around.
Most owner-operators get their numbers late, in pieces, and in a form no one can act on. We turn the back office into a clear picture you can run the practice from.
A clear monthly picture
Profit, cash, and what is driving both, in plain English, while there is still time to act on it.
Tax strategy worked through the year
Estimates, deductions, and structure planned as the year unfolds, so April confirms a plan rather than reveals a surprise.
The right entity and pay structure
How the practice is owned, taxed, and pays its owners, set up to match how it actually runs.
A partner on call
When a financial decision cannot wait, you call someone who already knows your numbers.
Every piece of the back office, off your desk.
Every piece of the finance function, run by the same team, so nothing falls between a bookkeeper, a payroll service, and a tax preparer who never talk to each other.
Weekly bookkeeping
Your numbers stay current every week instead of being reconstructed at year end, with a plain-English digest of revenue, cash, and what is due next.
Payroll
Everyone is paid correctly and on time, and the payroll tax filings land without you tracking a single deadline.
Tax planning and filing
Your tax position is decided before the year closes, and the estimates, the return, and owner K-1s all follow that plan.
Entity management
The structure behind the practice stays in good standing, with annual filings handled before they come due.
Quarterly business reviews
Four times a year we sit down with the results and you leave with decisions made, not data delivered.
Advisory on demand
You have an advisor already inside your numbers when a question cannot wait for the next meeting.
Scoped to your practice. Not every practice needs every piece, and we will tell you plainly which ones yours does.
A clear read on where you stand
Our first conversation ends with you knowing what your numbers are saying, and where the gaps in your back office are.
The handover, done once
We take the back office off your desk, clean up what came before, and set the structure so none of it has to be redone later.
A rhythm you can rely on
You always know when numbers arrive, when decisions are due, and what is coming next on the calendar.
A partner in every decision
Hiring, equipment, ownership, and pay. Every decision gets made with someone who already knows your numbers.
And the terms stay simple.
Month to month
Every engagement runs month to month. No annual contract, and no lock-in.
Cancel anytime
End it whenever you choose. No penalty, and no exit fee.
100% money-back guarantee
If a month of our work is not what we promised, we refund that month in full.
How we price, how we work alongside your CPA, and what we are not: the questions we get asked most.
Stop Guessing. Start Deciding.
You built a practice worth owning. It should be paying you like one. If it isn’t, the problem isn’t your medicine, it’s the financial system underneath it. Let’s rebuild it.
Or call (908) 223-5570