01 · Onboarding
Your first step toward financial clarity.
Every partnership begins with understanding. This comprehensive evaluation goes beyond basic bookkeeping reviews, we dive deep into your revenue cycle, expense structure, and cash flow systems to uncover opportunities, inefficiencies, and risks, building a clear roadmap for sustainable growth.
What's Included
Everything it takes, handled.
Comprehensive review of your clinic's financial health, systems, and goals to establish a clear roadmap for sustainable growth.
One-time onboarding fee. Establishes a strong foundation for your ongoing partnership, financially organized, compliant, and growth-ready from day one.
Revenue Cycle Review
We evaluate your billing workflows, payer mix, and reimbursement timelines to ensure your cash flow systems are optimized for efficiency.
Financial Structure & Reporting Audit
We review your existing accounting setup, chart of accounts, and reporting tools to ensure accuracy, clarity, and compliance.
Expense & Cost Analysis
We analyze recurring expenses, staffing costs, and operational overhead to identify savings without compromising quality or compliance.
Profitability & Cash Flow Review
By mapping cash inflows and outflows, we provide insights into your current liquidity position and profit margins.
Strategic Roadmap Session
You'll walk away with a customized Financial Health Roadmap that sets the tone for all future growth.
Outcomes
What clinics see when this is handled well.
Questions
Asked by founders like you.
Anything we didn't cover? Bring it to the strategy call, no pressure, no jargon.
How long does the assessment take?
About two weeks from the moment we have access to your records. We review your revenue cycle, accounting structure, expenses, and cash flow, then walk you through the findings in a working session, not a PDF dump.
What do you need from us to get started?
Read-only access to your accounting system, recent billing and aging reports, and a rough picture of your payer mix. Most founders spend less than an hour total getting us what we need.
Do we have to commit to a monthly plan afterward?
No. The Financial Health Roadmap is yours either way. That said, the assessment doubles as onboarding for our monthly plans, so if you do continue, you never pay twice for the same work.
We already have a bookkeeper. Is this still useful?
Yes, this isn't a bookkeeping review. We're evaluating how money moves through your whole practice: billing workflows, payer performance, cost structure, and the reporting you rely on to make decisions.
Keep Exploring
Other ways we help clinics grow.
Let's Get Started
Ready to build financial clarity?
Let's show you exactly where your clinic can improve cash flow, profitability, and operational performance.