CFO and Bookkeeping Services for Doctors
Helping You Be As Financially Healthy As Possible


Bookkeeping
It takes more than a piece of software to organize and optimize your books. We help with:
- Quickbooks Transactions
- Bank Reconciliation
- Credit Card Transactions
- Credit Card Reconciliation
- Accounting ready financials for tax preparation

CFO Services
As a fractional CFO, we will help you:
- Get out of debt
- Achieved your desired owner pay
- Know when to hire
- Know when to buy equipment
- Forecast cash flow

Profit First Cashflow Management
The brilliant Profit First system touches everything we do. Using its innovative approach we will:
- Set up the proper savings and checking accounts
- Determine your allocation percentages
- Minimize your expenses
- Maximize your profits

Business and Financial Advising
We’ll advise you in critical business and personal financial decisions like:
- When to sell or when to buy another practice
- How to establish a niche or specialty for your practice
- Optimizing your personal finances (as a Ramsey Financial Master Coach)