That’s great! I’m happy to hear that you do!

Bookkeepers record what happened.
Accountants ensure accuracy and compliance

My role is different.

I help you understand what the numbers actually mean, how they connect to your decisions, and what to do next. I turn financial data into clarity, context, and direction especially when choices feel uncertain or high stakes.

Most clinic owners don’t need more reports. They need a trusted financial perspective that helps them decide confidently, plan ahead, and avoid costly mistakes.

I don’t replace your existing team.
I make their work useful to you so YOU can make the right decisions.

However if needed we also provide coverage for your other business accounting needs.

You don’t give up control.

I help you see your options clearly, understand the tradeoffs, and make decisions with confidence while YOU remain fully in charge.

Most owners don’t struggle because they lack intuition or effort. They struggle because they’re forced to make important decisions without full financial context.

No.

This work is designed to simplify your day, not complicate it. I help remove financial uncertainty so decisions feel clearer and easier not heavier.

Often, yes.

This work is most valuable before complexity sets in. The goal isn’t to build heavy systems it’s to create clarity early so decisions don’t become costly later.

Many fractional CFO services are built around standardized reports, templates, and part time coverage spread across multiple clients.

My approach is more personal and more deliberate.

I work directly with you to understand how your clinic actually operates from service mix and staffing to cash flow timing and even your healthcare metrics.

• HEDIS / CAHPS / Stars

• MIPS / Utilization

• Ops + Finance metrics within any healthcare space

I don’t hand you dashboards and disappear. I help you interpret what the numbers are telling you and apply them to real decisions in real time.

Because I work exclusively with healthcare and wellness practices, I understand the operational and ethical weight behind financial choices. My role isn’t to overwhelm you with frameworks, it’s to bring clarity, steady judgment, and a calm financial perspective when decisions matter most.

You don’t get a rotating team.
You get one accountable partner.

You could and for some that’s the right step and I would support that if it made sense for you.

This service offers thoughtful financial leadership without the pressure of a permanent decision, so you can move forward with clarity and confidence.

That’s completely understandable.

Most people I work with don’t start out feeling confident, they feel uncertain. Not about their numbers, but about whether they’re making the right decisions without seeing the full picture.

This work isn’t about paying for reports. It’s about reducing the stress of carrying financial decisions alone and having someone help you think clearly when the stakes are real.

If this leads to calmer decisions, fewer surprises, and confidence in the direction you’re heading, it often pays for itself, not just financially, but mentally as well.

You’re always welcome to start with a conversation through the free financial diagnostic, where we can talk through your situation and see if this support makes sense.

Clarity usually comes first.

Most clients feel relief within the first few weeks as the financial picture becomes clearer. Deeper insight and confidence build over time as we establish a rhythm and start using the numbers to guide decisions.

This work compounds it gets more valuable the longer we work together.

I work best with owners who care about running a healthy practice, not just staying busy.

This is a good fit for practices that want clarity around cash flow, profitability, and growth and are open to thoughtful financial guidance, not quick fixes.

I have worked with:

• Independent clinics

• Dental clinics

• Medspas and wellness clinics

• Mental health providers

• Veterinary clinics

This may not be the right fit if you’re only looking for basic bookkeeping or short-term troubleshooting.

Absolutely!

Veterinary clinics carry a unique kind of weight. You’re caring for animals who are family, guiding owners through emotional moments, supporting a team that gives a lot of themselves and still trying to run a healthy business at the same time.

That responsibility doesn’t turn off at the end of the day. Rising costs, staffing strain, and unpredictable cash flow can quietly add pressure, even in practices that are doing everything right. I’m here to ensure you can continue to care for those that cant speak for themselves.

Most practices don’t need a full-time CFO.

They need someone to help them think clearly when decisions matter without adding another salary, another hire, or another layer of complexity.

A fractional CFO gives you space to breathe. Fewer surprises. Better decisions. And the feeling that you’re not carrying the business alone anymore.

Coming from larger companies and health systems, I’m confident that I will have a solution and strategy for you.