Services
Our services that provide the visibility you need to scale.
Bookkeeping
Forecasting
Goal Planning
Bill Pay
Payroll
Sales Tax
Inventory
Coaching
Recurring Pricing Plans
Every business is unique, and so are its needs. We can customize our consulting solutions to fit your specific needs, ensuring you get the insights and support that will drive your business forward. Schedule a call to get a free custom quote.
Compliance
$750+
Per Month
Financials by the 30th
Audit & Cleanup
Bookkeeping
Recordkeeping
Sales Reconciliation
1099 Filings
estimate 1% of sales
Controller
$3,000+
Per Month
Financials by the 20th
Compliance Plus:
Accrued Revenue & Costs
Quarterly Consultations
Q3 Packet to Tax Preparers
AP Clerk
estimate 2% of sales
CFO
$6,000+
Per Month
Financials by the 10th
Controller Plus:
Monthly Consultations
Goal Planning & Budgeting
Departmental Meetings
Class/Location Tracking
estimate 4% of sales
Add Ons
Payroll Services
$250+
Per Month
Additional Businesses
$300+
Per Month
A clear path to financial visibility.
Our process is designed to give medical businesses clarity, structure, and confidence from the very first conversation through long-term growth.
Discovery Call
We learn about your business, current challenges, growth goals, and financial processes to determine the best path forward.
Onboarding
We organize systems, gather financial information, and create a smooth transition into our process.
Audit
We review your financials, identify inefficiencies, uncover gaps, and establish a reliable reporting foundation.
Monthly Financials
Receive consistent reporting and financial visibility to help you understand performance and make informed decisions.
Growth Roadmap
Build a forward-looking strategy with clear financial goals, measurable targets, and visibility into long-term growth.