Smart Growth Package

For practices that have grown beyond the basics, this package provides a clear path toward profitability. We offer everything in the Smart Start package, plus monthly CFO strategy calls, a custom 12-month budget, and cash flow forecasting to keep your practice on track. We set up a financial KPI dashboard so you can track key metrics like collections and overhead, while our monthly performance reporting and red flag alerts help you stay ahead of potential issues. With tax strategy planning and team bonus structure analysis, you’ll optimize your financial performance. Take control of your practice’s growth—book your call today! Book a call

What's Included:

• Everything in Smart Start
• Monthly CFO strategy call
• Custom 12-month budget + cash flow forecasting
• Financial KPI dashboard setup (collections %, hygiene %, overhead, etc.)
• Monthly performance reporting with red flag alerts
• Expense and vendor analysis
• Tax strategy planning in coordination with CPA
• Team bonus structure analysis
• Owner pay structure optimization