Build next year's plan before next year starts.

Most practice owners plan in January. By then the year has already started without them.

Pricing changes take 30 to 60 days to implement. A hire takes 60 to 90 days to produce revenue. Marketing takes six months to compound.

If you're deciding in January, you're building at the speed of traffic.

The practices that grow intentionally do this work in the fall, while there's still runway to use what they figure out.

A working conversation, not a sales call.

We'll spend 30 minutes on your actual numbers.

I'll ask what you're seeing, and we'll figure out what next year needs to look like for the practice to work the way you want it to.

You'll leave with a clear view of three things:

Where your margin actually is.

Not what you think it is. What the structure says it is.

Most cash-based practices should run 20 to 30% net. Below 15% is a structural issue, not a slow quarter.

What your labor percentage will do at next year's revenue.

Clinical labor should sit at 30 to 40% of revenue.

If it's already at 43% and you're planning to grow, that growth goes straight to payroll.

One thing to change before January.

Not ten. One. The thing that moves the most.

This is built for cash-based practitioners.

Naturopathic doctors, physical therapists, occupational therapists.

Clinic owners who opted out of insurance and charge patients directly.

It's a fit if:

• You own the practice and make the financial decisions
• You're doing somewhere north of $10,000 a month
• You have books, even messy ones
• You want to know what the numbers mean, not just what they say

It's not a fit if:

• You're pre-revenue or still deciding whether to open
• You want someone to do your taxes
• You're looking for a free consultation to take to someone cheaper

I'd rather tell you that now than 20 minutes into a call.

How it works

1. Book a time. Pick a slot below. 30 minutes.

2. Bring your numbers. Your P&L for the year so far. If it's messy, bring it messy. That's useful information too.

3. We talk. No deck, no pitch. Your numbers, your questions, and my read on what next year needs.

4. You leave with a direction. Whether or not we ever work together.

About Dan

I've been doing the books and the CFO work for cash-based practices since 2014.

I know what a healthy naturopathic P&L looks like. I know what a physical therapy practice should be keeping.

I know the difference between a practice that's busy and a practice that's profitable, and I know how often those two get confused.

That's the whole job: reading the numbers and telling you what they mean, in plain language, with a clear next step.

Stay Profitable,
Dan