Find out what your numbers are actually telling you... before we ever get on a call
Submit a few key numbers from your practice and we'll send you a personalized financial snapshot showing where you stand, where profit may be leaking, and what to look at first.
Real data you can use, whether or not we ever work together.
Start My Clarity ReviewSeven questions · About 10 minutes · Estimates are fine
Watch me walk through a real report
See exactly what your report looks like and what each number means for your practice.
The seven numbers we track for every group practice
Your Clarity Review uses the same seven financial metrics we track for every group practice we work with. Some of the language may be new, and that's intentional. Part of what we do is help practice owners become fluent in their own numbers, so they can make better decisions. The video above walks through each one in words that actually make sense.
Revenue Growth
Is your practice actually growing year over year, and how does this year compare?
Gross Profit %
After paying your clinicians to deliver sessions, how much is left to run the rest of your practice?
Operating Profit (EBITDA) %
Once you've covered clinician pay and overhead, what does your practice actually earn? This is the number that tells you if growth is profitable... or just busy.
Revenue per Employee
Is adding clinicians making your practice more productive, or are you running harder just to stay in the same place?
Cash Days
How long it takes money you've earned to actually land in your bank account.
A note on Cash Days for therapists — to stay HIPAA compliant, billing and client data never live in your accounting system, so you'll see a zero here. We use this section to talk about how fast you're actually getting paid, and how to speed that up.
Core Cash Target
Not just what's in your bank account, but whether that number is actually enough. We'll show you the cash cushion that covers payroll and a slow month... so you're not carrying the bank balance around in your head all week.
Business Return
Is the return on running this practice, the risk, the time, the energy, actually worth what you're putting in? It's also the number to start with if you've ever wondered what your practice could be worth if you sold it one day.
From your numbers to your report in four steps
No login, no software, no perfectly closed books required.
Fill in the form below
Seven questions about your practice financials, estimates are fine. Takes about 10 minutes.
A real person reviews your numbers
We run your figures through the same process we use with every client and build your personalized Clarity snapshot.
Your report arrives in 3–5 business days
Straight to your inbox, along with a short personal video from Emily walking through your report and pointing out what she'd look at first.
If it raises questions, we can talk
The report often surfaces things worth exploring further. A discovery call is always available, but entirely up to you.
This is a good fit if...
"A practice owner once told me she loves her accountant. He makes her feel like she's his only client. But when she asked 'can I afford to hire someone right now?' the answer she got back was 'I guess so.' That's the gap this snapshot starts to close."
— Emily McNamara, Focal Point BookkeepersYou own a group practice and you're deciding on hires, raises, and your own caseload by feel... not for lack of trying, but because no one's giving you information you can actually use
Your CPA is great at filing your taxes, but that's not the same as someone who knows how a group practice makes money
Cash feels fine until an insurance payment runs late or payroll lands early... and you're never quite sure how much cushion is actually real
You've wondered what would happen financially if your fullest-caseload clinician gave notice
You've run payroll for your clinicians... and tried not to look too hard at what was left for you
Your EHR says you're busy and your P&L says you made money, but your bank account is telling a third story... and you're ready for someone to tell you what the numbers actually mean
Not quite there yet?
If you're not sure where to find these numbers, or you're worried yours are too rough to count, that's okay... that's where a lot of practice owners are when they first find us. Let's do it together. Send us a note and we'll help you track each number down in your books, your EHR, or your bank statements. And if you'd rather just start, submit your best guesses and tell us how confident you feel in question 7... that's exactly what it's there for.
Fill in what you know, estimates are completely fine
If a number isn't exact, your best guess is enough for us to see the shape of your practice. This usually takes about 10 minutes.
Your numbers stay private. This report is for you, it won't be shared, published, or used to sell you anything you didn't ask for.