Pricing
Priced by hours of real work.
Four tiers. Each includes everything in the one before. Start with a Practice Assessment, and its fee is credited toward your first three months.
Tier 1
Essentials
$2,200 /month
11 hours of work a month
Clean books and clear numbers. Accurate books, a one-page scorecard and a quarterly view of money lost to denials.
Best for: solo or small practice
Tier 2 · Recommended
Growth
$5,900 /month
31 hours of work a month
Collect more of what you earn. Fewer denials, recovered underpayments, lower vendor costs and a cash forecast.
Best for: growing 2–5 provider practice
Tier 3
CFO Partner
$9,400 /month
52 hours of work a month
Run the practice like a business. A part-time CFO: budget, forecast, profit plan and monthly decisions with the owner.
Best for: established practice whose owner wants a CFO
Tier 4
Enterprise / PE
$13,300 /month
78 hours of work a month
Maximize value for growth or sale. A sale-ready, multi-site finance function that shows what PE buyers will pay.
Best for: multi-site, surgery center or PE-backed group
Start here
The Practice Assessment.
A one-time, paid assessment that finds and sizes the dollars first. For a typical 3-provider practice it is about 122 hours of work.
$32,000
Sample 3-provider practice. The final fee scales with practice size, specialty and market.
What you get
- Data pull and owner interviews
- KPI metrics model
- Monthly practice scorecard
- Owner dashboard in Power BI
- EBITDA model and bridge
- 12-month P&L and 13-week cash forecast
- Practice value model
- Ranked 12-month roadmap with dollar impact
100% credited toward your tier
| Tier | Credit toward first 3 months | Your net cost of the assessment |
|---|---|---|
| Essentials | $6,600 | $25,400 |
| Growth | $17,700 | $14,300 |
| CFO Partner | $28,200 | $3,800 |
| Enterprise / PE | $32,000 | $0 |
Questions owners ask.
Do we have to change our billing company or software?
No. We work on top of your current biller, bookkeeper, CPA and systems, and make their work visible.
How is the price set?
Each tier is priced by the hours of actual work it takes each month, so the effective hourly rate drops as the scope grows.
How do you protect patient data?
We sign a HIPAA Business Associate Agreement before any patient data moves. Files come through a secure folder, never email, and our AI agents only prepare work for a person to approve.
What happens to the assessment fee if we continue?
The full fee is credited toward the first three months of whichever tier you choose. On Growth, the assessment’s net cost is $14,300.
Who owns the reports and models?
You do. The scorecard, models and roadmap stay with the practice.
Collect what you already earn.
Bring your last twelve months of billing reports. In 30 minutes we will show you where money is leaking and what it takes to get it back.