Step one
Book a 15-minute quick call
A short, no-pressure conversation about your practice and where things stand today.
Bookkeeping & Fractional CFO Firm for Private Practices
Clear numbers, better decisions, & momentum that matters.
Bookkeeping and advisory that calms the chaos and informs your next move — plain language, no jargon, no shame about the messy middle.
15 minutes. No prep needed. No pressure.
5.0 on Google · 12 reviews
Your books, finally current — and explained in plain words.
HIPAA
Trained on healthcare privacy requirements
Cyber-secure
Encrypted, access-controlled
Background-checked
VETTED AND INSURED
Since 2019
Private practices nationwide
The messy middle
Do these sound familiar?
- You're not sure if you can afford to hire another provider.
- Your books are behind and you keep meaning to catch up.
- You look at your bank balance to decide how the practice is doing.
- Tax time is a scramble every single year.
- You know the numbers matter — you just don't have time to sit with them.
If you nodded at any of these, a 15-minute call will tell you whether we're the right fit.
Book a Quick CallTax time doesn't have to be a scramble.
The path
How it works
Step two
Review your books together
We look at your numbers side by side, and get to know your goals and what's getting in the way. If step one shows we're a good fit and you have the time, we can roll straight into this on the same call.
Step three
Start with Connect onboarding
Books cleaned up, systems aligned, and a clean slate before we settle into a rhythm.
Step four
Settle into your membership level
Core, Clear, or Compass — the level of support that fits the season you're in.
Who we serve
Private practices, specifically
Veterinary Practices
Inventory, DVM compensation, and equipment financing handled with clear numbers.
Physical Therapy Clinics
Reimbursement lag, per-visit revenue, and payroll timing made visible.
Dental Offices
Equipment debt, hygiene profitability, and provider production in plain language.
Imaging Centers
Capital equipment, depreciation, and scan-volume economics you can act on.
Midwifery & Birth Centers
Package pricing, deposits, and cash timing for birth work.
Assisted Living & Residential Care
Census-driven revenue, staffing ratios, and facility costs, tracked monthly.
Wellness Centers
Memberships, packages, and multi-service revenue untangled.
Don't see your practice type?
We work with more than the seven above. See how we build the books around the way your money actually moves.
The membership
Four support levels. Zero pressure to stay put.
Start where you are. Shift when it fits.
First — for everyone
Everyone starts with Connect onboarding, then settles into Core, Clear, or Compass.
Connect
Clean Slate, Strong Start
$3,000/mo
Connect runs at this rate for one to three months, depending on how much clean-up your books need. We'll scope it with you before we start so you know the number of months up front. When the clean-up is done, you move down into Core, Clear, or Compass.
Onboarding & clean-up step
- Clean up/Catch Up Bookkeeping
- Systems Review
- Meetings to understand your goals and focus
Pricing shown is for single-location practices.
Core
Solid foundation, ready to build.
$1,500/mo
Quarterly strategy meetings
- Clean, current bookkeeping every month
- Monthly reports with a custom video walkthrough
- Payroll support
Clear
Where smooth systems feel easy.
$2,750/mo
Monthly meetings
- Everything in Core Framework
- Money Systems review and process improvement recommendations, support
- Payroll processing
Compass
Your next move, mapped together.
$5,500/mo
Weekly strategy meetings
- Everything in Core and Clear, plus:
- Weekly strategy meetings
- Comprehensive cash flow forecasting
Custom
Multiple locations? Let's chat.
Multi-location practices are a custom fit, with custom pricing. What it costs depends on how many locations you run and how they actually operate — some barely change the work, others change it a lot. We'd rather understand your setup and quote you something real.
Don't see a box that fits for another reason? Same answer. Let's talk and find out whether we're a good fit — or whether we know someone who is.
Book a quick call15 minutes. No prep needed.
Not sure if it's our time yet? Here are 7 signs it might not be our season.
Questions about cost, S-Corps, or HIPAA? Read the FAQ
“Her guidance and support helped restore my clarity + confidence in my biz finances. Her process was full of ease and didn't take up much of my time.”
Meet Robin
You built a practice to help people. We're here to help you run it.
We're the steady partner in your corner — translating numbers into next steps so you can make decisions with confidence instead of guesswork.
More about Robin
Next step
Not sure where you land?
If you nodded at any of these, a 15-minute call will tell you whether we're the right fit.
Book a quick call15 minutes. No prep needed. No pressure.
“Really top notch in terms of the quality of their work but also the humanity and flexibility that a small business really needs. I cannot recommend them enough.”
Next step
Join the community circle
A gathering place for private practice owners who want clear numbers and honest conversation. Add your email and we'll let you know the moment doors open.