
Revenue is up.
Do you know what each provider actually earns the practice?
Bookkeeping and fractional CFO work for medical, dental, and aesthetics practices. We track provider compensation and management company structures, so you can see profit by provider.

Where the Numbers Usually Break
Provider pay is calculated outside the books and never tied back to production.
The practice and a management company share expenses with no clean split.
Collections lag behind production, and cash flow feels unpredictable.
Multiple locations or entities are blended into one P&L.
What We Set Up
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Profit by provider and by location
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Provider compensation modeling and tracking
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Clean accounting between the practice and a management company
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Cash flow forecasting built around your collections cycle
What You Get Every Month
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Books closed on a schedule
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Profit by provider and location
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Budget versus actual and an updated cash flow forecast
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A review call with Julia
Cash Flow, Budgets, and Forecasts
We plan cash around your collections cycle, not just production. That includes an annual budget by location, plus forecasts that show the impact before you add a provider, buy equipment, or open a location.
Who This Is For
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Practices with several providers or locations
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Owners using a management company or multi-entity structure
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Practices preparing to add a provider, bring on a partner, or sell
Pricing
Monthly plans start at $800. Cash flow forecasting is part of CFO Partner. Provider compensation modeling, budgets, and scenario forecasts are part of Strategic Growth. See all plans on the Services page.
Questions Practice Owners Ask
Can you help set up provider compensation?
Yes. We model compensation and distribution plans and track them in the books every month.
We have a practice entity and a management company. Can you handle both?
Yes. We keep each entity's books clean and track what moves between them.
Do you handle medical billing?
No. We do not do billing. We work with the reports your billing team or system produces and turn them into financials, forecasts, and decisions.
See profit by provider, not just by practice.
Book a free 20-minute call. No sales pressure, just a real conversation about your providers, your locations, and what clarity would look like.