Bookkeeping & advisory for group practice owners
Bookkeeping and advisory that grow your therapy practice
Maybe you're wondering if you can support your next hire. Maybe revenue grew and profit didn't, or paying yourself properly keeps sliding to next quarter. Whatever the question, the answer starts with the right level of support for your stage.
Which of these sounds like you?
"I can't fully trust my books, and taxes stress me out." You need reliable financials and peace of mind. That's Foundation.
"The books are fine. But revenue grew and profit didn't, and I'm about to hire again." You need someone actively watching margins and modeling decisions with you. That's Growth Support.
"I want a financial partner in the room: cash flow, compensation strategy, growth planning, all of it." You want a proactive advisor involved year-round. That's Full Partnership.
Not sure? That's normal. Most owners aren't. The free Clarity Review shows us both where your practice actually stands, and the recommendation follows from your numbers.
The packages
Foundation
Get the books right.
For practices that want clean books and numbers they can trust.
HIPAA-compliant monthly bookkeeping
Monthly profitability & benchmark reporting
Quarterly "Understand Your Numbers" video review
Year-end expense review, to capture every deduction
Twice-yearly growth planning sessions with priority action plan
Dedicated bookkeeper, unlimited portal/email/video support
MOST POPULAR
Growth Support
Grow with your numbers, not despite them.
For practices with clean books that are growing and want strategy for what comes next.
Everything in Foundation, plus:
Bi-weekly bookkeeping
Monthly "Understand Your Numbers" video reviews
Quarterly growth planning sessions with your 12-month roadmap and a cash flow checkup
A forecast of what a decision really looks like in your numbers, every year
Quarterly advisor check-ins to review how the year is tracking against the plan
Full Partnership
A financial partner in every major decision.
For owners who want CFO-level guidance in the room, year-round.
Everything in Growth Support, plus:
Weekly bookkeeping
Monthly strategy & performance reviews
Monthly roadmap and cash flow checkup updates
Unlimited access to your advisor, with CFO-level guidance year-round
Add-ons, available with any package — Tax filing & estimates (with a video walkthrough so you understand what you owe and why) · Payroll through Gusto · Bill pay & vendor management
When one question is keeping you up at night
Let's remove the overwhelm and run the numbers. We build a forecast of what that decision really looks like. Growth Support and Full Partnership include at least one every year, and you can add one to any package anytime.
These are the questions owners bring us most often:
What it's like to work with us
We start with a conversation
A free 45-minute call about your practice: where things stand and what you actually need. If you've done a Clarity Review, we'll walk through your report together.
You get a proposal that fits
Clear package options, adjusted to include exactly what you need. We'd rather get you the right level of support than the biggest package. You can always grow into more.
We set everything up together
One live onboarding call: systems, access, workflows, and your questions answered in real time, so you're never guessing what happens next.
We handle catch-up first
If there's cleanup or catch-up work, that comes first. Then we take over the ongoing work so nothing falls through the cracks.
Insight and support when you need it
Easy-to-understand summaries and video reviews focused on what matters right now, plus a dedicated bookkeeper who knows your practice and a secure portal, so you always know who to ask.
We grow with you
Adding your fourth clinician? Restructuring compensation? Opening a second location? Your support deepens as the decisions get bigger. And when the challenge isn't financial — marketing, hiring, legal — we'll introduce you to specialists in our network who work with therapy practices every day.
Month-to-month, no long-term contracts
We work month-to-month because we believe in the value of the work. If it's ever not the right fit, just tell us. No long-term commitments, no pressure.
Questions practice owners ask us
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Packages are quoted after your free Clarity Review or discovery call, based on your practice's size and complexity, so the recommendation comes from your actual numbers. No surprise line items, and we'll always tell you if a smaller package would serve you fine.
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Yes. Everything is month-to-month with no long-term contracts. We just ask for notice so we can hand everything off cleanly.
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That's exactly the kind of question we model with your custom projection: we look at your current margins, utilization, and cash position, then show you what the hire does to profit and your own pay before you decide. You make the call with the numbers in front of you.
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Common signs: your P&L says you're profitable but the bank account never feels like it, payroll weeks are stressful, or you delay paying yourself. Cash flow trouble is usually a symptom of something deeper — margins, pricing, or payer mix — and finding the actual cause is what our reviews are for.
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No, and you're not alone. Profit First asks the owner to run the system: multiple accounts, constant allocations. That works for some people, but for many growing practices it becomes a second job. Our approach puts the work on us. We watch the numbers, translate them, and tell you what they mean for the decision in front of you.
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Your tax preparer looks backward once a year. We keep your books accurate all year and use them to help you make decisions in real time, and then tax season is painless because everything's already clean.
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Yes. We're HIPAA compliant and operate as your Business Associate. Your financial data gets the same care you give your clients' information.
Start with your numbers
Get the free Clarity Review, or book a free 45-minute call. Either way, you'll understand your practice better than you did before.