Advisory and fractional CFO services for wellness and therapy practices
You take care of your clients. We take care of the numbers, and help you use them to run a practice that supports the life you built it for.
Book a discovery callOur advisory services are exclusive to therapy, counseling, and physical, occupational, and speech therapy practices. Not a practice? See our Business services.
The questions that keep practice owners up at night.
See, understand, decide.
Clean, current financials on a schedule you can count on: the truth about your numbers, walked through with you.
We walk you through what changed and why: owner pay, taxes, payroll, and growth, so nothing catches you off guard.
Hiring, raising rates, adding a service. We review the numbers together so big decisions stop feeling like guesses.
Three levels of support.
Custom pricing after a discovery call.
Financial Foundation
Build clarity. For growing therapy and wellness practices that need accurate books and clarity.
What's included
- Monthly financial clarity reports, by the 20th
- Monthly report review through email
- Accurate monthly accounting
- Payroll services (for teams)
- 100% paperless onboarding & app setup
- Profit First setup and allocation planning
- Email & portal support, 5-business-day response
QBO · Gusto
Financial Clarity
Use clarity to make better decisions. For established practices that want confidence in their cash flow, taxes, and decisions.
What's included
- Everything in Foundation, and:
- Reports by the 15th, reviewed monthly with Loom
- Quarterly strategic financial review
- Annual proactive tax planning
- Quarterly KPI + cash flow dashboard
- Email, portal & Loom support, 3-business-day response
QBO · Gusto · Holistiplan
Financial Growth
Turn clarity into strategic growth. For multi-provider practices that want an ongoing strategic partner in their numbers.
What's included
- Everything in Clarity, and:
- Reports by the 10th, reviewed monthly on Zoom
- Custom strategic growth plan
- Monthly strategic review & KPI dashboard
- Quarterly proactive tax planning
- Provider profitability analysis
- Revenue by service line & capacity review
- Priority same-day support
QBO · Gusto · Holistiplan
Books behind? Catch-up accounting is quoted separately, then rolled into your monthly plan.
Profit First, done right.
Profit First flips the usual formula. Instead of paying every bill and hoping something is left over, you take your profit first and run the business on what remains. I run my own firm on Profit First, and I help owners set it up in a way that fits their numbers.
Set up your accounts
Guidance on opening the separate accounts the system uses: Income, Profit, Owner's Pay, Tax, and Operating Expenses.
Set percentages from your real numbers
Target allocations based on your actual books, not a generic template.
Keep your books in sync in QuickBooks
Your Profit First accounts mapped in QuickBooks so your financials stay clean and easy to read.
Adjust as you grow
Regular check-ins to fine-tune your percentages as revenue, payroll, and goals change.
You don't have to figure it out alone or get it perfect on day one. We'll start where you are and build from there.
Profit First is a trademark of Mike Michalowicz. Culpepper Accounting is not affiliated with or endorsed by Profit First Professionals.
Built for how your practice runs.
Let's look at your practice together.
A free 30-minute discovery call to talk through where your numbers are and what you need.
Book a discovery call