Advisory Packages

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.

My advisory packages are designed for independent practice owners and founders who want CFO level insight without a full time hire.

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

Flagship Offering: 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

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.

How Pricing Works

  • Flat fee pricing for the Financial Health Audit, quoted in advance

  • Optional implementation support at a clear project or retainer rate

  • No surprises and no long term commitments unless they make sense for you

We will always talk through the scope together so you feel comfortable with both the work and the investment.

If you want a clear picture of your financial health and a plan you can trust:

Book a coffee chat

Do It Yourself Resources

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