Ready to Hand Off the Back Office for Good
This is where it starts. One conversation, no pressure, no pitch. Just an honest look at what your operation needs and whether we're the right fit for it.
Book Your Intro CallIs This the Right Fit?
This works best for a specific type of practice. Here's how to know if that's you.
You're past the startup phase
Revenue is coming in consistently and the financial complexity has grown beyond what you can manage alone. You need infrastructure, not a tool.
You're ready to delegate completely
You want a team, not a template. Not someone to work on your plan someone to own the execution so you don't have to think about it anymore.
You're investing in infrastructure
Clean financial records compound over time. You want them built correctly from the start, not patched together as you go.
Here Is What the Process Looks Like
No guesswork. No vague timelines. A clear path from where your operation stands today to where it needs to be.
Book Your Intro Call
Start with a complimentary 30-minute conversation. We learn about your business, your current financial situation, and whether this is the right fit for you. No pressure. An honest conversation between two people deciding if working together makes sense.
Financial Operations Strategy Session
If there's a strong fit, we schedule your 1-hour strategy session. We review your current financial operations, identify exactly where your systems and records stand, and walk you through exactly what working together looks like for your specific business.
Scope & Proposal
Within one business day of your strategy session you receive a proposal tailored to your operation not a template. Your scope, your goals, your current financial situation. Scoped correctly from the start.
Onboarding Begins
Once your agreement is signed, onboarding starts immediately. We review your current records, set up your QuickBooks environment, establish your reporting structure, and prepare everything for full operations in the first month of service.
Monthly Financial Operations
From month one, all of your financial operations are in our hands. Monthly reconciliation, financial reporting, payroll management, AR/AP management, systems oversight. Clean records. Clear numbers. Every single month.
Before You Book
No. We work with practices at every stage with or without a CPA already in place. If you have a CPA, we work alongside them. If you don't, we'll help you understand what kind of tax support makes sense for your business and refer you to the right people when the time comes.
QuickBooks Online is our primary financial management platform. We also work within whatever booking, scheduling, EMR, and practice management software your business already runs Mindbody, Jane App, Vagaro, Zenoti, and others. We come to your systems, not the other way around.
A bookkeeper categorizes transactions. We manage your entire financial operation systems audits, vendor contract oversight, renewal tracking, automation monitoring, reporting, reconciliation, AR/AP, payroll, and expansion readiness. We're not categorizing your past. We're guarding your future.
Our engagements are ongoing monthly retainers. Financial operations management isn't a one-time fix it requires consistent oversight to protect your practice and build the historical record that supports real growth. We don't offer standalone cleanups, but your intro call will help clarify whether an ongoing engagement is the right next step.
We currently serve health and wellness practices across the United States. All engagements are fully remote. If your practice is US-based, location is never a factor.
Engagements are structured as ongoing monthly retainers. The intro call and strategy session will walk you through exactly what commitment looks like for your specific scope. There's nothing to sign or commit to before that conversation happens.
Yes. All engagements are available in English, Spanish, and French. No translation gaps, no communication barriers, no losing nuance in a language that isn't your first.
Book Your Complimentary Intro Call
We'll walk you through exactly what working together looks like, what it costs, and what it changes. Then you decide.
Book Your Intro Call No commitment · No pitch · Just clarity