Advisory Packages
Financial Clarity for Independent Owners
You built something real. Money is coming in, patients or clients trust you, but behind the scenes the numbers feel scattered. You know there are gaps; you just do not have the time or expertise to hunt them down.
You need a “Financial Health Audit”
Think of this as a "stress test" for your business or practice.
What we review
Financial statements and bookkeeping setup
Billing, collections, and cash flow patterns
Payer mix, contract risks, and revenue concentration
Expense structure and hidden leakage
Basic tax, entity, and risk considerations from a CFO lens
What you receive
A written Financial Health Report that highlights strengths, red flags, and blind spots
Clear prioritization of what to fix now, soon, and later
A practical 90 day action plan you can implement with or without me
A live review session where we walk through results and you can ask questions
If you want a clear picture of your financial health and a plan you can trust let’s connect.
Optional Implementation Support
For clients who want more support, I can:
Help you choose and set up better systems
Partner with your bookkeeper, accountant, or billing team
Support you in conversations with banks, potential partners, or buyers
This can be scoped as a short project or a light advisory retainer, depending on your goals.
If you want a clear picture of your financial health and a plan you can trust let’s connect.
Who This Is For
Independent physicians and multi provider practices
Health and wellness business owners
Service based founders with 2 to 20 million in annual revenue
Professionals who are serious about growth and risk management, not just survival