Fractional CFO · Clinics, studios & agencies · $2M–$15M
Which of your services actually made money last year?
Fully booked should mean profitable — and often it doesn't. We help clinics, studios, and agencies between $2M and $15M see margin by service line, price what the work is actually worth, and hire on numbers instead of nerve. Fully virtual, nationwide.
Free · 30 minutes. Bring last year's P&L — you'll leave knowing the three to five changes worth the most to your practice.
Sound familiar?
Booked solid, barely profitable.
The calendar is full, the team is stretched, and the bottom line doesn't reflect any of it.
Pricing hasn't moved in years.
Costs went up, complexity went up, rates stayed put — nobody could say what a change would do.
Payroll grows faster than profit.
Every hire feels necessary and every hire compresses margin. Nothing connects capacity to the P&L.
Everything runs through you.
Every price, every hire, every escalation. You're the bottleneck, and you know it.
We see this in nearly every practice we start with. It's common, and it's fixable.
What you'll have when we're done
See the practice clearly.
Margin by service line, client, and location — plus utilization you can actually read.
Decide with confidence.
Pricing that reflects what the work is worth, capacity targets that make hiring obvious, and a service mix chosen on numbers.
Build something durable.
Stronger cash, sensible credit, and protection for the people the practice depends on — so a slow month stops being scary.
You can tell he really cares. Our life is completely different, and our business is completely different — because now there's a plan.
Your first step costs nothing
Diagnose, build, then run it together — three phases, each with a natural stopping point.
Discovery Call — free
A 30-minute call. We look at your P&L and utilization together, and you leave with a short list of the highest-value improvements.
Diagnostic & Plan — $5,000
Four weeks in your books, ending in written findings and a roadmap that are yours to keep. If we continue, the full $5,000 is credited toward the build.
Build, then Full Cycle Implementation — $15,000, then $3,000/mo
Visibility first, then the levers, then the balance sheet — run together across a full eighteen-month cycle, with a natural stopping point at every stage.
Find out what your numbers are trying to tell you.
Start with a free Discovery Call. Thirty minutes, and the punch list is yours either way.
Book a free Discovery Call →Not ready to talk? Try the Workbook free and model it yourself.