Fractional CFO for Naturopathic Doctors

Your schedule is full. So why isn't there more left over?

Your patients love you.

But at the end of the month, there's not much left over for you.

You're not sure your visit and package prices are right.

You don't know what your dispensary and labs actually earn.

You'd like to bring on an associate, and you're not sure you can afford one.

Smart doctors shouldn't have to guess with their own practice.

"Despite the amount of education I had, I felt lost and helpless trying to interpret my financial reports."
Dr. Matt, Naturopathic Doctor

We hear that a lot.

We work with private-pay and hybrid practices in 21 states, from Hawaii to New Hampshire.

We know how a naturopathic practice makes money: visits, packages and memberships, labs and the dispensary.

And we know where it leaks.

We don't just hand you reports. We teach you your numbers, because it's your practice.

What we help you figure out

• What you can safely pay yourself each month
• Whether your visit and package prices are right
• Whether your dispensary is actually making you money
• When you can afford an associate, and how to pay them
• How much to set aside for taxes, so April isn't a surprise

How it works

1. Schedule a free numbers review. One call. We look at two or three of your real numbers together.

2. Work through your numbers with Dan. Monthly one-on-one CFO sessions, backed by a team that keeps your books clean and your Profit Plan running. Done-With-You CFO starts at $1,000 a month.

3. Make decisions with confidence. Pricing, hiring, owner pay and growth, decided with your numbers instead of your gut.

What naturopathic doctors say

"I’m much happier too because I’m paying myself significantly more."
Dr. Matt, Naturopathic Doctor

"I now have the confidence that I am running my business the ‘right way.’"
Dr. Leslie, Naturopathic Doctor

"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

"Dan’s approach offered me the guidance I needed without making me feel bad or ashamed."
Dr. Kelly, Naturopathic Doctor

Busy doesn't mean profitable.

Without a plan, most owners work harder every year and take home about the same.

Picture this instead.

Knowing exactly what you can pay yourself each month.

Knowing when you can afford the next hire.

Walking into tax season without the dread.

Running your practice the "right way," in your own words.

Questions

How is this different from my bookkeeper?

A bookkeeper records what happened. A CFO helps you decide what happens next.

Do you only work with naturopathic doctors?

No. We also work with physical therapists, occupational therapists and speech therapists.

Do you do bookkeeping too?

Yes. Our team keeps your books clean so the numbers you decide with are right. You can add it to Done-With-You CFO.

Do you work with my CPA?

Yes. We work alongside any CPA. If you don't have one, we can refer you to someone we trust.

What is the Profit Plan?

Our simple cash system. Your money is split into profit, owner pay, taxes and running the practice, so you know what's safe to spend. It's built on Profit First principles, simplified for practices.