Done-With-You CFO
We don't just hand you reports.
We teach you your numbers, so you can run your practice like a CEO.
Most owners get one of two things.
A bookkeeper who tells them what happened.
Or a consultant who tells them what to do.
Neither one teaches them to understand their own practice.
So every big decision still feels like a guess.
It's your practice. You should know your numbers.
Done-With-You CFO means you sit down with Dan one-on-one and work through your own numbers together.
You learn where every number comes from, and what to do about it.
"What I didn’t expect was the business coaching and perspective that has been so beneficial! Dan brings a personal touch, and is invested in my success."
Dr. Leila, Naturopathic Doctor
How it works
Twice a month for your first 90 days. One-on-one sessions with Dan while you learn the system.
Then once a month. About 75 minutes, working through your numbers and your next decisions.
Questions between sessions. You don't wait a month for an answer.
Your own numbers, not a template. You bring what QuickBooks can't see, like visits, new patients and clinical hours. We bring the rest.
What we work on together
We use the same five areas with every practice:
1. Revenue Engine. Where your money comes from, and how to grow it.
2. Provider Productivity. How much each provider brings in, and when a new hire pays for themselves.
3. Profit Architecture. Pricing, costs, and what you actually keep.
4. Cash and Capacity. Having the cash to cover payroll, slow insurance payments, and growth.
5. Owner Wealth. What you can safely pay yourself, and building wealth outside the practice.
Plus a yearly plan, so you know where the practice is headed.
The foundation: clean books and the Profit Plan
CFO decisions are only as good as the numbers behind them.
Our team can keep your books clean every month.
And the Profit Plan, our simple cash system, splits your money into profit, owner pay, taxes and running the practice, so you always know what's safe to spend.
Done-With-You CFO starts at $1,000 a month.
Your exact price depends on your practice and whether you add bookkeeping.
We'll know after your free numbers review.
1. Schedule a free numbers review. One call. We look at two or three of your real numbers together.
2. Get your price and plan. No hard sell. A simple one-page offer.
3. Start learning your numbers with Dan.
Who it's for
Owners who want to grow.
Who want to understand their numbers, not just have them handled.
And who will show up each month ready to work.
If you only want someone to categorize transactions and send a report, this isn't the right fit.
Questions
How is this different from a bookkeeper?
A bookkeeper records what happened. A CFO helps you decide what happens next.
Is this group coaching?
No. It's one-on-one. Your numbers stay between you and us.
Do you do my taxes?
No. We work alongside your CPA. If you don't have one, we can refer you to someone we trust.
Do you work with practices that take insurance?
Yes. Most therapists we work with are hybrid: one or two insurance companies plus private pay. We plan your cash around both.
Who do you work with?
Naturopathic doctors, physical therapists, occupational therapists and speech therapists.
Schedule a free numbers review.
One call. Two or three of your real numbers. A clear next step, whether or not we ever work together.
Where we work: private-pay and hybrid practices in Arizona, California, Colorado, Delaware, Georgia, Hawaii, Idaho, Illinois, Iowa, Kentucky, Michigan, Montana, New Hampshire, New York, North Carolina, Ohio, Oregon, South Dakota, Texas, Utah and Washington.