If you’re unsure which services are truly profitable, why revenue doesn’t match your bank balance, or where money seems to disappear, this tier provides clear answers.
Built specifically for practices, this retainer goes beyond clean books. Through structured analysis, clear reporting, and clinic-specific insight, you’ll understand what drives performance and what quietly erodes it.
You’ll move from reacting to numbers to using them with confidence.
This retainer includes:
Everything in the Clinical Cashflow Control tier
Cash flow tracking and visibility
Budgeting and rolling forecasts
Monthly close with performance analysis
KPI dashboard tailored to your services
Monthly financial review call
Care Gaps analysis (HEDIS, CMS, CAHPS)
Decision-ready financial packets for lenders or partners
Tax coordination and planning support are available as an add-on in collaboration with your tax professional.
If you’re unsure which services are truly profitable, why revenue doesn’t match your bank balance, or where money seems to disappear, this tier provides clear answers.
Built specifically for practices, this retainer goes beyond clean books. Through structured analysis, clear reporting, and clinic-specific insight, you’ll understand what drives performance and what quietly erodes it.
You’ll move from reacting to numbers to using them with confidence.
This retainer includes:
Everything in the Clinical Cashflow Control tier
Cash flow tracking and visibility
Budgeting and rolling forecasts
Monthly close with performance analysis
KPI dashboard tailored to your services
Monthly financial review call
Care Gaps analysis (HEDIS, CMS, CAHPS)
Decision-ready financial packets for lenders or partners
Tax coordination and planning support are available as an add-on in collaboration with your tax professional.