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Insights

Field notes from inside the finance function.

Practical analysis written by the people running closes, claims, and forecasts — not a content team.

Latest articles

Pricing· 8 min read

How much does bookkeeping cost in Phoenix?

Our published monthly plans, what actually moves the number for a Phoenix business, and how to estimate your own fee before you talk to anyone.

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Pricing· 8 min read

How much does medical billing cost?

Percentage of collections, what the floor means, and how to build an honest comparison against the fully loaded cost of an in-house billing desk.

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Pricing· 8 min read

How much does a fractional CFO cost?

The three published engagement bands, what moves you between them, and the signals that say it is too early to hire one at all.

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Revenue Cycle· 11 min read

How to improve revenue cycle management efficiency

A practical healthcare RCM guide to cleaner claims, faster follow-up, lower preventable denials, and a controlled outsourcing decision.

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Business Advisory· 8 min read

What lenders actually read in your business plan (and what they skip)

Underwriters spend most of their time on three pages. A breakdown of the plan and model structure that gets an SBA file approved instead of returned.

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Business Formation· 7 min read

The first 90 days of a new business, in the order that saves money

Entity choice, EIN, licensing, payroll accounts, and S-Corp election timing — sequenced so you don't pay twice to fix it later.

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Credentialing· 6 min read

Why credentialing takes 120 days — and how practices lose revenue waiting

Panel enrollment delays are predictable. A timeline, the four documents that cause most rework, and how to bill for care delivered during the gap.

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Financial Operations· 7 min read

How growing practices close their books in five days

The operating cadence, automation rules, and review checkpoints behind a five-day close — and where most teams lose the week.

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Revenue Cycle· 9 min read

The denial-rate playbook for multi-site medical groups

Denials are an operating metric, not an accident. A working framework for multi-site groups to drive first-pass claim acceptance above 96%.

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CFO Advisory· 6 min read

When a startup actually needs a fractional CFO

Revenue thresholds, financing events and complexity signals that mean bookkeeping alone is no longer enough, and what a fractional CFO adds.

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Tax Strategy· 8 min read

Entity structuring decisions that quietly cost owners six figures

Compensation splits, state nexus, and election timing — the three structuring choices with the largest downstream tax impact.

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Revenue Cycle· 9 min read

What medical billing really costs in 2026: percentage of collections vs. in-house

How to build the true loaded cost of an in-house billing desk, compare it against a percentage of collections, and decide with your own numbers.

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Revenue Cycle· 8 min read

Why your claim denials keep repeating — and the weekly routine that stops them

Repeat denials are a process defect. Categorise by root cause, assign owners outside the billing queue, and run one 40-minute meeting a week.

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Tax Strategy· 9 min read

S-corp vs LLC for physicians and dentists: the numbers that decide it

The election only pays when profit above a defensible salary exceeds the cost of payroll, the extra return and the higher bookkeeping standard.

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Tax Strategy· 9 min read

Arizona TPT for medical and dental practices: what's taxable, what isn't, and when to file

Clinical fees generally are not taxable; retail product sales and lease income usually are. Confirm every rate and due date with ADOR.

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