ABA Therapy, Speech Therapy (ST), Occupational Therapy (OT), Mental Health Practices.

Strategic Priorities We Tackle:

Revenue cycle optimization and insurance collections

Audit-ready financials and clinical productivity metrics

Budgeting for staffing, growth, and new locations

Payer mix analysis and credentialing strategy

Why It Matters: Cash flow unpredictability and complex billing cycles require specialized financial oversight. We bring clarity and control to your practice’s finances.

Physical Therapy, Functional Medicine Clinics, Chiropractic, Yoga Studios.

Strategic Priorities We Tackle:

Pricing strategy for hybrid (cash/insurance) models

Understanding and reporting on membership revenue and forecasting

Capital planning for new facilities or product lines

Optimize pricing to align with consumer demand and maximize profitability

Why It Matters: We help you scale with a clear understanding of your unit economics in order to understand what to focus on.

CrossFit Boxes, Cycling Studios, Personal Training Clubs & Fitness Centers

Strategic Priorities We Tackle:

Real-time KPI dashboards: CAC, churn, LTV

Cost analysis by trainer, location, and class type

Payroll forecasting for scalable staffing models

Revenue modeling for new programs, class packs, and membership tiers

Why It Matters: In a competitive space, understanding profitability by class, location, or trainer is crucial. We equip you with the insights to optimize.

Developmental Pediatric Clinics, Multidisciplinary Practices

Strategic Priorities We Tackle:

Modeling therapy-hour utilization and reimbursement

Parent-pay vs. insurance revenue strategies

Cost modeling for school contracts and clinic expansion

Why It Matters: Operating across multiple disciplines and payer sources demands rigorous cost tracking and scenario planning. We make sure your margins are protected.

EHR Platforms, Scheduling/Billing Tools, B2B SaaS for Clinics

Strategic Priorities We Tackle:

SaaS metrics: MRR/ARR, churn, CAC:LTV ratio

Investor reporting and due diligence prep

Revenue recognition and ASC 606 compliance

Why It Matters: HealthTech companies need a finance partner fluent in both SaaS metrics and healthcare business models. We bridge that gap.

MedSpas, Concierge Medical Practices, Private Pay Home Health

Strategic Priorities We Tackle:

Pricing, breakeven, and customer acquisition ROI

Financial controls for lean operations

Exit planning and valuation modeling

Why It Matters: Whether you’re scaling up or preparing for sale, disciplined financial management is key to maximizing your business’s potential.