A complete finance function, delivered in modules.

Audit-ready books, closed on a calendar you can trust.

GAAP-aligned accounting operations for founders and practice owners who need defensible numbers, not spreadsheets held together by memory.

Daily transactional hygiene, fully automated.

Bank feeds, receipt capture, and categorization handled by a dedicated pod supported by rules-based automation and human review.

Revenue cycle management built for clinical teams.

Specialized billing, credentialing, and denial management for behavioral health, primary care, and multi-site medical practices.

Multi-state payroll without the compliance anxiety.

End-to-end payroll administration, contractor payments, and benefits coordination across ADP, Gusto, and native platforms.

Proactive planning, not April archaeology.

Entity structuring, quarterly planning, and dispute resolution designed to protect margin before the return is ever filed.

Executive finance leadership, fractionally priced.

Forecasting, unit economics, and fundraising support from senior finance operators embedded in your leadership rhythm.

An operator in the room, not a report on a shelf.

Hands-on advisory for owners deciding what to fix first: pricing, margin leaks, staffing cost, systems, and the growth moves that actually pay for themselves.

Registered, compliant, and bankable in days.

Entity selection and formation done in the right order — so your structure, EIN, licensing, and books are set up once instead of corrected later.

A plan lenders, investors, and licensors accept.

Investor- and SBA-grade business plans built around real numbers: market sizing, operating model, staffing, and a funding request the reader can underwrite.

Numbers that survive a lender's questions.

Driver-based, three-statement financial models with scenarios, so you can test hires, locations, equipment, and price changes before you commit cash.

Get on panels — and stay on them.

Payer enrollment and credentialing for clinicians and groups: CAQH, Medicare, Medicaid, and commercial panels managed through approval and revalidation.