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Finance & Sustainability

Know what supports your practice and where money gets delayed.

We help solo professionals and small healthcare businesses understand cash flow, service costs, billing handoffs, payment delays, and staffing economics. Build a practical financial view and routines your owner, manager, billing team, and accountant can use together.

Engagements start from $500, with scope confirmed before work begins. Actual pricing appears in your dashboard once you sign in.

Flagship service

Service Economics & Financial Sustainability

Cost-to-serve, expected reimbursement or self-pay assumptions, capacity, discretionary fee scenarios, and an implementation decision.

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Understand performance

PF01Service Economics & Financial Sustainability

Cost-to-serve, expected reimbursement or self-pay assumptions, capacity, discretionary fee scenarios, and an implementation decision.

Illustrative example: Compare clinician time and support effort against expected collections rather than published charges. Examples are illustrative, not client results.

Pricing: From $1,500; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF02Healthcare Business Financial Review

Revenue, costs, cash, receivables, payer and client mix, and prioritized actions.

Illustrative example: Determine whether low cash stems from payment delays, staffing cost, or expense growth. Examples are illustrative, not client results.

Pricing: From $500; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF04Visit, Service & Care-Hour Economics

Contribution analysis by visit, service, care hour, program, or location.

Illustrative example: Evaluate travel, overtime, and supervision in home care service arrangements. Examples are illustrative, not client results.

Pricing: From $1,000; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF08Business Budget & Owner Dashboard

Budget, break-even assumptions, a cash and receivables view, actual-versus-plan reporting, and a review routine.

Illustrative example: An independent dietitian sees booking capacity, service income, operating costs, and payment timing in one view. Examples are illustrative, not client results.

Pricing: From $1,000; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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Cash and payment workflow

PF03Cash Flow & Payroll Planning

A 13-week forecast, expected receipts, a payroll and vendor calendar, alerts, and an update routine.

Illustrative example: A home care provider aligns payroll obligations with client and payer receipts. Examples are illustrative, not client results.

Pricing: From $750; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF07Billing, Claims & Payment Workflow Improvement

One charge-to-payment or service-to-invoice process; responsibilities for missing information, claims, denials, reminders, queries, and escalation. Qualified personnel retain coding decisions.

Illustrative example: Clarify handoffs between clinicians, reception, and the billing provider. Examples are illustrative, not client results.

Pricing: From $750; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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Costs and supplies

PF05Cost & Vendor Review

Spend inventory, contract and subscription comparison, purchasing priorities, and savings tracking.

Illustrative example: A small diagnostic business reviews software and supplier spending while qualified staff retain decisions affecting test quality. Examples are illustrative, not client results.

Pricing: From $750; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF06Supplies, Inventory & Working Capital Review

In-scope supply inventory, expiry review, reorder rules, ownership, and working-capital measures.

Illustrative example: Reduce expired consumables and shortages with clinical approval of stocking standards. Examples are illustrative, not client results.

Pricing: From $1,000; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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Investment

PF09Healthcare Business Financing Readiness

Narrative, financial document checklist, projections, funding uses, and a lender discussion pack.

Illustrative example: Prepare an office-opening loan request without promising approval. Examples are illustrative, not client results.

Pricing: From $1,500; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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PF10Capacity & Investment Review

Scenarios for another clinician, room, site, equipment, or territory; staffing, cash, and decision criteria.

Illustrative example: Compare adding a part-time clinician with extending existing hours. Examples are illustrative, not client results.

Pricing: From $2,000; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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Ongoing help

PF11Ongoing Business Finance Support

Defined forecast updates, management reports, receivables and margin review, biller and accountant coordination, and owner actions.

Illustrative example: Review care hours, labor cost, overdue payments, and upcoming payroll monthly. Examples are illustrative, not client results.

Pricing: From $500/mo; scope confirmed with you before work begins. Actual pricing is shown in your dashboard once you sign in.

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Examples are illustrative and are never presented as client results. Only services supported by actual delivery capacity are offered; more complex needs begin with a discovery inquiry.

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