Compass — strategy — $5,500/mo

What It’s All About

This is full partnership. This tier is for the Private Practice Owner who is ready to stop reacting and start leading, with a financial partner in their corner every step of the way. We dig deep into your numbers, map out your next moves, and meet weekly to make sure you’re always ahead of what’s coming.

Inside This Tier

• •Everything in Core and Clear, plus:
• •Weekly strategy meetings
• •Comprehensive cash flow forecasting
• •Variance analysis — planned vs. actual
• •"What if" scenario analysis for big decisions
• •Industry research and benchmarks to track
• •Support with policy implementation for business finances
• •Specialized projections to match your vision as needed.

You go from “I’m just trying to keep this going” to “I have a financial strategy and a trusted partner helping me build the business and life I want.”

This Is For You If

• •You're making big moves — hiring, expanding, or preparing to exit
• •You want a true financial partner, not just a bookkeeper
• •You're tired of making major decisions without solid data fueling them
• •You're ready to step fully into your role as CEO of your practice
• •You want someone who knows your numbers as well as you do

The Experience

Every week we meet to review where you are and what’s ahead. You’ll always know what the numbers mean, what’s coming, and what your options are. This isn’t just bookkeeping — it’s a strategic partnership built around the future you’re building.

Monthly Investment: $5,500