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Medical Practice Finance

Revenue cycle, profitability, and finance operations for practice owners.

Operator Brief

Quarterly finance briefing for practice owners.

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Budgeting for Medical Practices

From annual budget to a financial model the practice can actually fund.

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Cash Flow for Medical Practices

A 13-week cash forecast, weekly cash rhythm, and the cash thresholds every practice should track.

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Chiropractic Practice Finance & Bookkeeping

Bookkeeping and finance for chiropractic clinics, cash-pay model, prepaid care packages and deferred revenue, wellness …

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Dental Practice Finance & Bookkeeping

Bookkeeping and finance for dental practices, fee-for-service and dental insurance, in-house membership plans, equipmen…

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Medical Practice Numbers Check

Free interactive diagnostic for medical practices, revenue cycle scoring, payer mix, provider productivity, profitabili…

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Bookkeeper vs. Controller vs. CFO for Medical Practices

Match the finance seat to the size and complexity of the practice.

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Medical Practice Finance Scorecard

Score your medical practice across the five stages of the Finance Flywheel: Capture, Collect, Control, Clarify, Compound…

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Medical Practice Sale Readiness

EBITDA, clean financials, buyer diligence, and the path from going concern to enterprise value.

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Multi-Entity Medical Practice Accounting

MSO, group PCs, real-estate holdcos, ASC JVs, how to keep clean books, handle intercompany accounting.

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Payer Mix and Reimbursement Strategy

How payer mix drives practice margin, and what to do about underperforming contracts.

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Medical Practice Profitability

How to see provider profitability, location margin, payer mix, and where the practice actually makes money.

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Revenue Cycle Management for Practices

Practical guidance on revenue cycle KPIs, common problems, and how to fix them in a medical practice.

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Staffing and Provider Productivity

Payroll vs. collections, RVU economics, and when to hire vs. restructure compensation.

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Veterinary Practice Finance & Bookkeeping

Bookkeeping and finance for veterinary practices, services-plus-retail hybrid, inventory and pharmacy economics, wellne…

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Want the books off your plate?

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If you want this done for you

What happens next

Reading about it and having it done are different things. Here is exactly what happens if you want the second one.

  1. The call takes thirty minutesYou describe the business and where the numbers are letting you down. We give you an expert view of your situation, and what we would start with. There is no pitch deck.
  2. We look at the fileYou give us read access to the books as they are. We come back with what is wrong, what it will take to fix, and whether the answer is bookkeeping, controller work, or something else.
  3. We send a written scope and a priceIt lists what we do each month, what you get, the date it lands and the fee. We agree it before anything starts, and it does not change unless you agree.
  4. We take over the books and close the first monthWe set up access and systems and enter the opening balances. The first close lands on the date in the scope, and every one after it does too.