Financial clarity and strategic support for veterinary practices
Finance, analytics, and advisory built only for veterinary practices, structured so you can start where you are and scale as you grow.
Our services give practice owners the financial insight, operational clarity, and strategic support to make confident decisions at every stage of growth.
Core Insight
Start here
For practices that need clean books and clear monthly numbers.
Includes:
Monthly bookkeeping and close
Financial statement preparation
cash flow visibility
Accounts payable
AAHA / VMG chart of accounts
Sales / use tax reporting
A monthly review of your numbers
Starting at $1,500/month
Performance Insight
For growing practices that want forecasting, benchmarking, and sharper decision support.
Everything in Core, plus:
Monthly financial scorecards
KPI dashboards
Profit center analysis
Revenue forecasting
Annual budget process and tracking
Pricing strategy and optimization
Accounts payable automation
Benchmarking
Internal controls and SOP documentation
A weekly working cadence
From $3,500/month, scoped to practice size and complexity
Strategic Insight
For specialty, multi-location, and sale-bound practices that need embedded financial leadership.
Everything in Performance, plus:
Fractional controller and FP&A
CFO-level advisory
Board-ready financial reporting
Practice performance and operations
Practice performance assessments
Margin and profitability improvement
Staffing and labor cost optimization
Operational workflow and capacity analysis
Growth and expansion strategy
Organic growth planning
Multi-location expansion support
Capital planning for growth initiatives
Integration support for new locations or services
ROI modeling for equipment and expansion
Transition and strategic events
Succession and transition readiness
Pre-transaction planning and advisory
Lender, buyer, and partner-facing financial support
Custom engagements scoped and priced to meet your needs