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Service Packages

1

CLARITY PLAN

from $750 /mo

Essential bookkeeping for compliance and visibility


Ideal for: Smaller care providers ($1M–$3M) looking for clean, compliant financials and basic reporting.

Includes:

  • Monthly bank & credit card reconciliations

  • Categorization of income & expenses

  • Monthly Profit & Loss, Balance Sheet, Cash Flow reports

  • Chart of accounts tailored for healthcare providers

  • Quarterly check-in call

  • Year-end CPA package for tax filing

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Goal: Clarity and control—financials you can trust, month after month.

OPTIONAL ADD ONS 

  • Payroll processing (partnered or in-house)

  • AR recovery support

  • Onboarding clean-up project

  • 1099 contractor tracking and filing

  • CRM/EMR → accounting system integration

2

CONFIDENCE PLAN

from $1500 /mo

Enhanced reporting + strategic guidance


Ideal for: Mid-sized care providers ($3M–$10M) that need financial visibility and operational insights.

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Includes CLARITY PLAN, plus:

  • Monthly financial review meetings with an accountant/advisor

  • Customized KPI dashboard (e.g., revenue per visit, staffing ratios, payer mix)

  • Budget creation and variance tracking

  • Benchmarking vs. industry standards

  • AR/AP tracking support (if managed in-house)

  • Support for payroll reporting integration (with third-party providers)

  • Support preparing lender-ready financial packages

  • Collaboration with your tax CPA as needed

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Goal: Confidence—make smart decisions backed by current, actionable numbers.

3

COUNSEL PLAN

from $3500 /mo

Fractional CFO support for scaling, capital, or exit


Ideal for: Growth-oriented or institutional-backed providers ($10M–$25M) seeking financial leadership.

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​Includes CLARITY + CONFIDENCE, plus:

  • Part-time CFO access

  • Advanced cash flow modeling & forecasting

  • Strategic planning support (growth, M&A, expansion, etc.)

  • Scenario modeling (hiring, new contracts, payer changes)

  • Board reporting or investor updates

  • Cap table and equity support (for VC-backed firms)

  • Due diligence prep (for lending, equity, or sale)

  • Oversight of finance team or coordination with in-house staff

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Goal: Counsel—use financial strategy to scale, raise capital, or prepare for exit.

FREE CONSULTATION

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