Bookkeeping & Fractional CFO Services For Private Practices
Bookkeeping & Advisory to calm the chaos and inform your next move.
Four support levels. Zero pressure to stay put. Start where you are today and shift when it makes sense.
The Numbers-to-Next-Step Membership
Designed for the way real practices actually grow.
Relationship-based Membership to flex with your season, move with your needs, and meet you exactly where you are — the right level of support looks different at every stage of your journey.
Connect to begin
Clean Slate, Strong Start
-
This is the first step for all of our members.
We get books current, get to know your systems and processes around money, and make sure that we can align your finances with your goals.
-
Clean up/Catch Up Bookkeeping
Systems Review
Meetings to understand your goals and focus
Set Up Communication Systems for our teams and you/yours
Build Operating Procedures to bring calm to all the financials processes
We build relationship and trust.
This is a great place to see if we fit, and this partnership is what you need.
-
You are a new client
You need bookkeeping clean up work
You need help setting your business up and getting things started
-
Once you have joined our Membership you will:
Have an onboarding call
Schedule two more calls to review systems and goals.
Receive custom reports for the completed clean up period
Have KPI’s set up to update each reporting period after, regardless of which support level you move to.
And in between?
You will have access to us via email, text, & phone calls to answer specific questions, and our new community portal will be available for resources and learning opportunities.
-
$2500/mo
There will be clear communication about the expected time frame before you sign up for this membership.
No surprise billing or unexpected commitments.
Core framework
Solid foundation, ready to build.
-
Every thriving practice starts here.
Core Framework builds the bookkeeping foundation your practice needs.
Clean, current, and explained in plain language so you always know where you stand.
-
Clean, current bookkeeping every month
Monthly reports with a custom video walkthrough
Quarterly strategy meetings to keep you on track
Access to our community education portal — tax training, budgets, KPIs, payroll & more
State filing, sales tax, and 1099 compliance
Insurance Audits
You go from“I don’t know what’s going on in my books” to “I have clean numbers and understand them enough to make my own decisions.”
-
Your books have been a mess, and you're ready to start fresh. (See A-La-Carte: Clean Up Service)
You want clean numbers but you're comfortable making your own financial decisions
You're a solo or small practice and don't need deep strategy support yet
You want to understand your finances, not just hand them off
-
Every month you'll receive a couple emails requesting information on transactions our bookkeepers run into. You will access these in your secure portal.
By mid month your reports will be published with a video walking you through what matters.
Four times a year we'll sit down together to review where you are.
And in between?
You will have access to us via email, text, & phone calls to answer specific questions, and our new community portal will be available for resources and learning opportunities.
-
$1,250
Clear rhythm
Where smooth systems feel easy.
-
Your foundation is set — now let's make sure everything is working together.
This tier brings structure, systems, and a clearer picture of your finances so your practice runs smoother and your decisions come easier.
You're not doing it alone anymore.
-
Everything in Core Framework↑
Money Systems review and process improvement recommendations, support
AP and AR implementation and management (or support for your inhouse office team to make these systems as streamlined as possible)
Class and location tracking for deeper financial insight across your organization
Monthly Meetings with Budget and Custom KPI reviews
Special purpose financial statement preparation as needed
Annual estimated tax projections - or coordinate with your tax preparer each quarter
Retirement form filings
You go from“I understand my numbers, but I’m not sure what to do with them” to “I have a partner helping me use my numbers to make confident, proactive decisions.”
-
You need help getting your money systems in order
You're ready for someone in your corner to help you see the full financial picture
You're adding team members, locations, or new services
You want more than reports — you want to actually understand what options you have
You're done doing it yourself and ready for a real support system
-
We'll meet monthly to review your budget and KPIs together and talk through what the numbers are telling you.
Depending on your goals, we will help you see what next steps you can choose to focus on.
You'll have access to us via email, text, and phone for specific questions — and our community portal keeps resources and learning opportunities at your fingertips year round.
-
$2,500
Compass strategy
Your next move, mapped together.
-
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.
-
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.”
-
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
-
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.
-
$5,000
From someone who gets it…
You weren’t trained to be a CFO—you were trained to care for patients. That doesn’t mean you can’t be an excellent CEO of your practice and make decisions with confidence.
Our job is to give you solid, understandable data and walk with you through it, so you know exactly where you stand and what the next step can be.
No shame. No jargon. Just steady support as you grow.
7 signs it’s not our season yet…
-
We understand, and we'll be here when you're ready to invest more.
-
Our work is built around context and connection.
-
That's okay, every owner gets there in their own time & we'd love to be your next call when you are.
-
That's not our specialty, but we're happy to connect you with someone who can help.
-
We offer payroll as part of a broader membership, not as a standalone service right now.
-
We get it! It’s a big step and we hope to be part of it when you make that step.
-
We're your advisor, not your driver, and we believe you're more capable than you think.
But you’re still welcome here. Join Our Circle Community.
A-La-Carte Services
-
We start in our Clear Rhythm Tier for clean-up work.
The timeframe is dependent on the scope of the file. But we will give you an estimated time before we begin, and you will get regular updates as to it’s progress as we proceed.
After the clean-up is completed, you can move into the subscription that best fits your needs for the season.
-
We LOVE helping you determine if it is the best strategy for you to become an Scorp. One of the most prevalent things we see is a business that elects Scorp too early, and is hit with more compliance and tax burdens…exactly the opposite of what your desired out come is!
SCorp Analysis: $650
Step 1: We do a deep dive analysis of your business books
Step 2: We gather all data normally used to prepare your personal taxes
Step 3: We run a real life tax projection using the data
Step 4: We can see the actual tax savings in dollars- and compare that reality to other business goals you might be deciding on…like hiring more help, which will change the timing for your Scorp conversion.
*Don’t fall for the “Everyone should be an SCorp and save thousands!” SCorp conversion is a strategy that can be deployed too early and make things harder than they should be.
SCorp Implementation: $3,850
Step 1. File your conversion with IRS
Step 2. Calculate the reasonable compensation
Step 3: Set up your accountable plan
Step 4: Set up your payroll and reimbursement schedule- you will run it, but we will offer support to you and reminders for the first six months.
Step 5: We will do another mid year estimated tax meeting to make sure you are on target to have taxes prepaid, this conversion changes the timing you were used to.
Still not sure where you land?
No stress, we can talk it through together.
Let’s discuss your business & what you’re facing right now, then we can recommend the Tier that makes the most sense for you.
Not ready for a membership yet? There's still a place for you.
Coming soon: Join our free community and get access to complimentary resources, business education, and opportunities to learn and grow — start building your foundation before you're ready to take the next step. Sign up to join our waitlist!