Most therapy practice owners are busy, profitable on paper, and still not sure where the money goes. I've spent 19 years running a service business where every hour was either money made or money lost — and I bring that experience directly to your practice.
A custom financial model of your practice — what you're actually making, where profit goes, and what your current path looks like.
Monthly model update plus a 35-minute strategy call. Stay on plan. Catch drift early. Never make a big decision alone.
Hiring scenarios, expansion planning, rate strategy, and accountability coaching as your practice scales.
You built something real. Clients are coming in, clinicians are booked, revenue is there. But the financial picture is blurry — and the bigger decisions keep getting pushed.
That's not a numbers problem. It's a clarity problem. And it's exactly what I help fix.
"I know we're doing well but I couldn't tell you what our actual profit margin is."
Sound familiar?"I want to hire another clinician but I have no idea if the timing is right."
Sound familiar?"I've been meaning to raise rates for two years but I keep second-guessing it."
Sound familiar?"My accountant handles the taxes but nobody's looking at the bigger picture."
Sound familiar?How full are your clinicians, really? Empty slots are silent revenue losses that don't show up anywhere obvious.
What you charge vs. what you could charge — and the gap between them that quietly limits your ceiling.
When to hire, when to hold, and exactly what needs to be true before you make the move.
Expenses that creep up quietly — rent, payroll taxes, software, retainers. Small leaks compound into big margin problems.
No bookkeeping. No marketing packages. Just financial strategy and clear thinking about the decisions that actually move your practice forward.
I build a custom financial model of your practice from the ground up. You'll see your actual revenue, what each clinician generates, where the profit goes, and what your current trajectory looks like if nothing changes. Most owners say this is the first time they've seen their business this clearly.
Each month I update your model with real numbers, then we spend 35 minutes together — what's on plan, what's drifting, and what decision is in front of you right now. You leave every call with clarity, not homework. No big surprises at year-end. No major decisions made alone.
When you're ready to hire, expand, or restructure — we model it before you commit. Scenario analysis, ramp timelines, pricing strategy, and a concrete plan with clear trigger points. You'll move with confidence, not guesswork. Includes accountability check-ins as the plan unfolds in real time.
30 minutes. You tell me what's on your mind — how your business is currently running, the decisions you're stuck on, what feels unclear, where you want to go. I break down the numbers and build strategy around what your business could look like in the future.
SimplePractice (or other EHR software) revenue report by clinician (excel), Clinician breakout, and your Quickbooks (or other accounting program) Profit and Loss Statement (excel). That's it. No perfect books required.
Within one week I build your custom financial model — profit analysis, current trajectory, and whatever scenario is most relevant to your situation, all customized to your business.
We spend 60 minutes going through everything together. You leave with a clear picture of your business and a short list of what to do next.
I didn't come up through accounting. I came up through building — and that's what makes this different.
For over a decade I founded and ran a high-revenue service business built entirely on people applying specialized skills. Every dollar earned came from deploying the right people at the right capacity, pricing engagements correctly, and making sure the operation ran at a level of productivity that actually produced profit. I grew the business to 25+ full-time employees and 300+ contractors — all without outside funding, and with 35%+ EBITDA sustained across multiple years.
What that experience taught me is that the real work of running a profitable service business is workforce optimization. Knowing exactly how your team's time is being used. Understanding where capacity is leaking. Pricing to reflect the true value being delivered. Knowing when to hire and when to hold — and at a pace the business can actually support.
These aren't abstract concepts. They're decisions I lived with every day for years, at real scale, with real financial consequences. And they're the exact same decisions you face as a practice owner — just with clinicians instead of contractors.
Most practice owners are excellent at what they do clinically. The financial and operational side of the business deserves the same quality of attention — but it doesn't have to consume your time. You should be spending more time with clients, not running spreadsheets. That's what I'm here for.
A discovery call is 30 minutes. No pitch, no pressure. You tell me what's unclear or what decision you're sitting on, and I'll tell you exactly what working together would look like.
Most people leave that call with at least one thing that's clearer than when they started — whether we work together or not.