Financial support that grows with your practice
Whether you're just getting your systems in place or preparing to scale past your next milestone, we have the right level of support for where you are right now.
Bookkeeping Essentials
For practices that need clean, reliable books done right every month.
Starting at $800/mo
Best for:
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Solo or small practices ready to move beyond DIY bookkeeping
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Practices whose books are current but need professional management
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Owners who want CPA-ready financials without the back-and-forth
What's included:
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Monthly bank and credit card reconciliations
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QuickBooks Online management built around how medical practices get paid
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Monthly P&L and Balance Sheet
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Insurance reimbursement reconciliation
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CPA-ready year-end financials
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Email support for day-to-day bookkeeping questions
The result: -
Clean books every month. No scrambling at year-end. A financial foundation your CPA will actually appreciate.
CFO Partner
For practices that want clean books AND financial clarity every single month
Starting at $1,800/mo
Best for:
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Practices with multiple providers, revenue streams, or locations
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Owners who want to understand their numbers, not just receive reports
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Practices where cash flow feels unpredictable or hard to plan around
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Owners making decisions about hiring, equipment, or expansion
Everything in Bookkeeping Essentials, plus:
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Monthly CFO financial review — we walk through your numbers with you
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Plain-English explanation of what your P&L and cash flow actually mean
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Cash flow forecasting so you always know what's coming
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Revenue cycle analysis — identifying where collections may be leaking
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Monthly KPI dashboard built for your practice type
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Payer mix tracking and reimbursement trend analysis
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Strategic recommendations — 1 to 2 per month based on your numbers
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Priority email and phone support
The result:
You know exactly how your practice is performing —and you have a financial partner you can actually call when a decision needs to be made.
Strategic Growth
For practices scaling up adding providers, locations, or preparing for a major transition.
Starting at $3,500/mo
Best for:
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Multi-location or group practice structures
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Practices preparing for expansion, a partnership buyout, or sale
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Owners building out provider compensation models or profit-sharing structures
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Practices that need a true CFO partner — not just financial reporting
Everything in CFO Partner, plus:
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Full budget build and quarterly reforecasting
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Scenario planning — model the financial impact of major decisions before you make them
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Provider compensation modeling and distribution planning
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Multi-entity financial structure and intercompany tracking
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Expansion and location feasibility analysis
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Support for lender presentations, partner conversations, or practice valuation prep
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Monthly strategic review meeting (60 minutes)
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Dedicated CFO availability for time-sensitive decisions
The result:
A true financial leadership partner who knows your practice inside and out and helps you make the big calls with confidence.
ONE-TIME & ADD-ON SERVICES
Project-Based & Cleanup Services
Not every practice needs a monthly retainer right away. If you're behind on your books, transitioning from another bookkeeper, or need a one-time financial analysis — we can help.
QuickBooks Cleanup & Catch-Up
If your books are behind, messy, or haven't been properly reconciled — we'll get them current, clean, and CPA-ready. Pricing based on scope.
Prior-Period Reconstruction
For practices that need historical financials rebuilt from bank statements and records. Common for new practice owners, ownership transitions, or audit prep.
Financial Analysis & Reporting
One-time deep-dive into your practice's financial performance P&L analysis, cash flow review, payer mix breakdown, or expense benchmarking. Starting at $500.
QuickBooks Setup & Chart of Accounts
Starting fresh or cleaning up a chart of accounts that wasn't built for a medical practice. We'll set up your QBO correctly from the start.