Practice consulting
You know the practice can do more. You don't have time to figure out how.
Strategic advisory built on your actual financial data — payer mix, provider productivity, ancillary opportunities, operational leverage. CPA-led, business-grade, no sales overlay.
Most practice owners are also practicing clinicians. The job of running the business fits in the gaps — between patients, after hours, on the weekend. Strategic work gets the leftovers.
External consultants promise to fix that. Most either don't have the practice data to do meaningful analysis, or they're sales overlays for a software product. Neither helps.
We sit inside the financial operations. We can see what's actually happening. When we offer a strategic recommendation, it's grounded in your numbers — not an industry-average slide deck.
Concretely, this is the work.
Quarterly strategic review — what moved, what didn't, what's the highest-leverage next move.
Payer contract analysis — which payers underperform vs. others for the same service.
Provider productivity analysis — wRVU, visits, revenue per provider, gap analysis.
Ancillary opportunity identification — CCM, TCM, DME, in-office procedures, cash-pay programs.
Operational leverage assessment — where adding a part-time hire unlocks revenue.
Expansion / acquisition due diligence when you're considering a move.
Succession planning and practice-valuation work for partners thinking ahead.
Data-grounded, not slide-grounded
Every recommendation is backed by your actual P&L, not a benchmark in a PDF.
CPA discipline
Tax implications, partnership structures, Stark compliance — we don't recommend something that creates a problem elsewhere.
Cheaper than it looks
Because we're already in your books, the incremental cost of strategic work is marginal.
No cliff. No rip-and-replace.
Session 1 · Financial baseline
Where the practice is today. Payer mix, provider productivity, margin by service line.
Session 2 · Opportunity map
Top five revenue levers, ranked by effort and impact. A plan for the highest-leverage one.
Quarterly · Review
Did the lever move? What's next? Course-correct in real time.
Real numbers, measured against your own baseline.
- Typical revenue lift from operational levers
- 5–12%
- Strategic review cadence
- Quarterly
- Every recommendation tied to your P&L
- Data-grounded
Growing practices, partner groups thinking about succession or acquisition, owner-operators with a nagging sense that revenue should be higher, and practices where the clinical leader is also trying to run operations without enough hours in the day.
Free audit
Curious where your practice is leaking money?
We'll audit your current workflow for free and show you exactly where to act — usually in under a week. No contract. You keep whatever we find.