Financial Reporting
For practice owners who want confidence in their numbers and a clearer understanding of practice performance.
Starting at $300/month*
✓ Monthly Financial Statements
✓ Month-End Close & Review
✓ Quarterly Review Meetings
✓ Financial Performance Discussion
✓ Accountant Access & Support
Typical Engagement Levels
Every practice is different. The examples below illustrate common engagement structures and may be customized based on your practice and goals. Our engagements are designed to grow with your practice, from understanding financial performance, to improving cash flow visibility, to making strategic decisions with confidence.
Practice Planning
For practice owners who want greater visibility into short-term cash needs and financial performance.
Starting at $800/month*
Everything in Previous Level Plus:
✓ Short-Term Cash Flow Forecasting
✓ Cash Flow Monitoring
✓ Budget vs. Actual Reporting
✓ Annual Budget Preparation
✓ Owner Compensation Planning
✓ Planning-Focused Review Meetings
Strategic Advisory
For practice owners who want ongoing financial guidance and support for major business decisions.
Starting at $1,500/month*
Everything in Previous Level Plus:
✓ KPI Development & Tracking
✓ Profitability Trends & Analysis
✓ Therapist Productivity & Utilization Review
✓ Hiring & Growth Planning
✓ Performance by Service Type
✓ Strategic Decision Support
Tax Add-on
Can be added to any engagement level.
Starting at $750/year*
✓ Annual Business Tax Return
✓ Owner Tax Return
✓ Quarterly Tax Projections
✓ Year-End Tax Planning
✓ S-Corp Compensation Analysis
✓ Tax Impact Analysis for Major Decisions
*Pricing varies based on practice size, complexity, and service needs.
Not Sure Which Engagement Level Is Right For You?
Every practice is different. During a brief introductory call, we'll discuss your goals, growth plans, and the financial challenges you're currently facing to determine what level of support makes the most sense.
Not Ready for an Ongoing Engagement? If you'd prefer to start with a lower-commitment project, we also offer one-time planning sessions and financial checkups to help you gain clarity and identify next steps.