Financial Operations Consulting
Understand your cash flow, set up bookkeeping systems, and plan for sustainable growth.
Financial Clarity for Private Practice
Running a therapy practice means balancing care with business. We help you understand your numbers, set up systems that work, and plan for growth, without the stress of managing it all alone.
Why Financial Consulting Matters
Without a clear financial system, it’s easy to overspend, miss deductions, or feel uncertain about growth. Our consulting helps you build a foundation that supports smart decisions, sustainable planning, and peace of mind. We don’t replace your CPA, we make sure you’re ready to work effectively with them.
Cash Flow Clarity
Understand where your money is coming from and where it’s going so you can make confident decisions.
Financial Reporting
Learn how to generate and interpret reports that highlight trends, profitability, and opportunities for improvement.
Expense Strategy
Get guidance on tracking deductions and categorizing expenses to stay organized and tax-ready.
System Alignment
Configure your bookkeeping tools to align with best practices and reduce risk before handing off to your CPA.
Tax Season Preparation
Plan ahead with quarterly reviews and year-end organization so you’re ready when it’s time to file.
Growth Insights
Identify which services drive revenue and how to structure your practice for sustainable expansion.
How Financial Consulting Works
- We start with a discovery session to understand your current setup and goals.
- We review your financial systems and reporting tools (like QuickBooks or your EHR).
- You receive a written action plan with recommendations and guidance for implementation.
- Optional quarterly check-ins to track progress and adjust your strategy.