Financial Operations and Management for Holistic Health Practices
A financial team that fully owns your financial operations, so you can stop being the fallback plan.
Our Philosophy
We believe your financial operations shouldn't be split across a front desk admin, an office manager and you the owner.
It should belong to one dedicated team, fully.
We believe "figuring it out" is a phase every scaling practice outgrows, it’s not a permanent system. And that’s exactly where you are, right now.
We believe hiring isn't the only path to real financial infrastructure. A Cincinnati-area office manager who can actually own bookkeeping and payroll runs about $60-80K a year, before training time and the risk it doesn't work out.
We plug-in already knowing how a scaling practice runs, no ramp-up, no management, no gamble. We work with businesses in this industry specifically. So we bring more than just general knowledge. We have context.
We believe you built a practice to heal people, not to become a back-office system. So we become that system, and you get to go back to the work that's actually yours.
Why We Are Trusted
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We have a combined 7 years of financial administrative support, office management, bookkeeping, account management and operational management. 80+ clients served in the Cincy are and abroad.
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Intuit Certified Bookkeeper
Business Adminstration Degree
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We primarily focus on small to medium sized businesses in the holistic health and wellness space.
What We Offer
Explore our three tiered system to bring your financial operations in-house, without actually hiring in-house.
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Clean books, reconciled monthly, with a clear picture of what happened and why.
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Foundations, plus AR/AP fully owned and a simple budget to work toward. One team instead of a makeshift financial back office.
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The full replacement for a financial FTE: Bookkeeping, account management, payroll oversight, and a monthly CEO call for a fraction of what that full-time hire would cost.
Meet the Founder
Ready to Stop Being the Fallback Plan?
Let's talk about what's actually happening in your practice and whether a fractional team makes more sense than another hire.