Explore Our Packages
When clarity is missing, every decision costs more
This role exists to reduce that cost.
Private CFO Advisory, bookkeeping and accounting that provides ongoing financial leadership, bringing structure where things feel messy, and lightening the load where decisions feel heavy.
The focus isn’t on more reports.
It’s on clearer decisions, made with confidence
CFO Advisory
✳︎
Bookkeeping and Accounting
✳︎
FP&A
✳︎
Strategic planning
✳︎
Financial Planning
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CFO Advisory ✳︎ Bookkeeping and Accounting ✳︎ FP&A ✳︎ Strategic planning ✳︎ Financial Planning *
This retainer changes how you operate as a business owner.
Instead of carrying every financial decision alone, reacting, guessing, and trying to grow without a clear plan, you gain a strategic partner who helps you think, prioritize, and move forward with confidence.
Together, we design your long-term financial strategy, forecast growth, manage cash flow, and build a predictable, profitable system you can trust.
You’ll step out of the weeds and into the role of a true leader, supported by clear strategy and disciplined financial decision-making.
This retainer includes:
Everything in the Clinical Financial Forecast tier
Ongoing strategic advisory and decision support
Business model and pricing optimization
Margin and cost structure optimization
Annual and long-range financial planning
Cash optimization and capital planning
Financial modeling for growth, hiring, and investment decisions
ROI analysis for expansions, renovations, or new services
Board-style reporting and leadership-level financial narratives
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.
Popular
This is for practices aiming for expansion, multi location growth, or major revenue jumps. You get full CFO-level oversight: forecasting, budgeting, scenario planning, growth strategy, operational refinement, and ongoing leadership support.
Your white glove, done for you finance department. Wall Street level financial development.
Everything in CFO Tier
Weekly strategy meetings
Deep operational involvement
Hiring + compensation modeling
Vendor contract reviews
Full annual FP&A build
Multi location expansion planning
Hands on implementation support
Monthly board-style reporting
M&A and Valuation prep
Vendor pricing negotiations
Priority response
Custom dashboards + KPIs
Investor readiness (if relevant)
Right now, your numbers might feel like a source of stress: messy books, scattered receipts, confusing statements, tax anxiety, and no clear picture of how your business is really doing.
This retainer gives practices something they haven’t felt in a long time:
Relief.
Stability.
Control.
We build and maintain a clean financial foundation so your numbers are accurate, organized, and easy to understand.
This includes:
Monthly transaction categorization
Bank reconciliations
Bookkeeping
Clean P&L, Balance Sheet, and cash flow statements
Payroll and AP/AR support
Light reminders and support to keep things on track
This is the foundation everything else builds on.
If you’ve been running a clinic for awhile and need a full overhaul of your finances, this is for you.
The 6-Week Financial Revival is a one time complete reset for clinics that feel overwhelmed, underperforming, or unsure of what’s really happening in their business.
In just six weeks, we uncover the truth behind your numbers, rebuild your financial systems from the ground up, and create the clarity you need to finally move forward with confidence.
This program fixes the foundation, diagnoses hidden problems, and builds a clear roadmap setting up a seamless transition into ongoing support.
With approach everything with surgical precision to ensure your clinic can stabilize the cashflow and operations, recover any lost time or revenue, and continue to strive forward as an even more vibrant facility.
The 6 Weeks includes:
WEEK 1 — Full Financial Diagnostic
We plan out your goals and set the standard of work.
WEEK 2 — Systems Cleanup + Financial Structure
This is where we start to put some money back into your pocket.
WEEK 3 — Pricing & Profit Engine Audit
We adjust for pricing as needed as 80-90% of business under price their goods and services.
WEEK 4 — Forecasting, Budgeting & Cashflow Control
We build your predictive cashflow and sales.
WEEK 5 — Operations Optimization & Growth Plan
Restructure your operations to ensure your system moves as smoothly as possible to avoid delays. As we know time is money.
WEEK 6 — The 90-Day Strategy Roadmap + Service Recommendation
We look at what we’ve done and make sure you’re comfortable with what comes next. We ensure your long term success in inevitable.
2025
San Diego
You care for the patients.
I take care of your numbers.
Together, we build a financially strong practice.
Get In Touch
Sleep better knowing your numbers are under control. Let’s discuss your needs and we can get you a custom quote.