Insights

The work, and the thinking behind it.

What we find inside the practices we work with, and how we think about the decisions that move a practice’s profit, its cash, and what it is worth.

Case Studies

One practice at a time.

A border collie resting on a balance disc during a canine conditioning session
Canine Rehabilitation

They went into business to heal dogs, not to manage their books and tax.

A two-owner practice running on a structure that no longer fit. We rebuilt the ownership, compensation, and tax structure, and took the back office off their desk.

  • 15%lower total effective tax rate
  • $23Kmore kept by the owners
Read the case study →
Articles

How we read a practice.

Reporting

What a practice P&L built for a tax return will not tell you.

The statement your accountant files is organized to satisfy a filing deadline. Here is what it hides about how the practice actually earns.

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Labor

Hiring an associate should have a break-even date.

Most associate decisions get made on the feeling that the schedule is full. The decision deserves a model, and the model is not complicated.

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Cash

Profit on paper, and no cash in the bank.

A practice can be profitable every month and still be short of cash every month. The gap is almost always in one of four places.

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Start the Conversation

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.

Let’s Talk

Or call (908) 223-5570

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