Not ready for a full CFO engagement? Start here.
Get a Clear Picture of Your Practice’s Financial Status & a Path to Your Goals
A one-time, CFO-led deep dive into your financials. No ongoing commitment. Just clarity, a concrete plan, and answers to the questions keeping you up at night.
You're running the practice. But who's answering these questions?
Can I actually afford to hire another provider and what should I pay them?
Is my pricing making me money, or just keeping me busy?
Do the numbers support opening a second location, or am I getting ahead of myself?
Why does the bank account never reflect what the P&L says?
If you're making decisions like these without a financial expert in the room, an Executive Financial Review is where to start.
Introducing
The Executive Financial Review
A CFO-led analysis of your practice - what's working, what's holding you back, and exactly what to do about it.
This isn't a report you'll file away. It's a boardroom-style session with a CFO who has reviewed your actual numbers and is ready to tell you the truth about what they mean.
What You Get
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We examine your offerings and make sure you are maximizing profit margins and service blend. You walk away with clear sales and pricing targets.
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We review your expenses and provide a spending plan to get you to the profit you need to achieve to hit your goals.
We do this by service line and location as well.
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We provide a six month cash flow projection so you can predict how much cash will be in the bank, when to invest in new equipment and providers and when you can pay yourself more.
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We look at customer retention and behavior to examine how much customer value and profitability your practice is achieving, We provide recommendations to improve this so you don’t need to keep chasing new sales.
This is the right fit if you…
Own an aesthetics or wellness practice generating $1M or more annually
Know something is off with your financials but can't pinpoint what
Are considering a major decision: a hire, a new location, a device investment, and want the numbers to weigh in first
Aren't ready for a full monthly CFO engagement but want expert eyes on your business now
Want to know what your practice would be worth if you sold it today and what it would take to improve that number
Proven Results
Pricing Profitably
We helped a client rework her pricing and tailor her marketing toward her most profitable offers, raising margins 20%.
Recovered Revenue
We created a streamlined collections process to help a client collect income 2x as fast.
Budget Clarity
We painted the path to 15% profit margins with a spending plan to balance our advertising dollars, internal operations and the costs of delivery.
Optimized Customer Value
We helped an owner realize that 90% of customers were only producing 10% of revenue, so we eliminated waste to maximize the value of her customers.
What to Expect
Simple process. Significant impact.
What clients are saying
Commonly Asked Questions
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Clients have seen anywhere from 3–10x return through recovered revenue, pricing improvements, tax savings, and new revenue strategies. Results depend on implementation, but we make sure you leave with a plan that's specific enough to act on.
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We limit this to 2–3 per month to protect the quality and attention each review deserves. Spots fill quickly, so book early to secure your date.
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EFRs start at $4,995 for a virtual session. You can also book them quarterly to track progress over time. If you decide to move into ongoing CFO services afterward, your EFR fee is applied to your first month of service.
Ready for your EFR?
Have more questions?
Let us give you a call and see if this is right for you.
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