Busy clinic. Tight cash. Unclear answers.
You’re busy, revenue is strong, but payroll, inventory, and cash flow still feel out of control. We help you see what’s really happening in the numbers and know what to fix first.
Running a veterinary clinic comes with a lot of financial decisions: when to hire, how to price, when to invest in equipment, and how to keep cash flow steady while caring for patients and leading your team.
You’re Not Alone and This Is Fixable. Most independent clinic owners were never taught how to run the financial side of a business. If the numbers feel unclear, we can help you sort through the noise and decide what comes next.
Tired of guessing if your practice is doing okay?
Done trying to make sense of QuickBooks on your own after a full day at the practice?
Frustrated by reports that don’t help you make real clinic decisions?
Tired of accountants who disappear until tax time?
Our mission is to help you thrive without constantly feeling behind.
Our support is consistent and proactive. You can count on us to be steady and responsive through every season of business.
Here is how we get started
1
Book a 30 minute fit call. Meet us and we will discuss your needs. We get to know each other in this brief call to see if we are a good pairing.
2
We create a plan together. Discuss your goals and find solutions that will bring you clarity.
3
We will onboard you, and start to track and report to you your Key Performance Indicators. We will track where you are to your goals and create a clear path to achieving them.
Services
Financial Checkup
$500 Single Investment
Your patients get regular checkups. Your clinic’s financial health should too.
We review your books and key clinic activity numbers to give you a clear, practical picture of how your practice is performing.
Purrfect for
Independent practice owners who feel like something isn’t quite right in the numbers and want a clear financial review before they hire, expand, or change systems.
Results
Confidence in your numbers: identify processes that are easier to manage, and a clear plan for what comes next.
What We’ll Look At Together
Financial Clarity Review: A focused review of your P&L, chart of accounts, payroll, COGS, and operating profit.
Vet Clinic KPI Snapshot: Key metrics like Revenue per DVM, ATC, Payroll %, COGS %, Revenue per Employee, and NOI margin.
Plain English Findings: A simple explanation of what’s working, what’s not, and what may be creating pressure.
Prioritized Next Steps: A practical plan for improving visibility and profitability.
Clear Path Forward: If ongoing support makes sense, we’ll provide a transparent proposal for monthly advisory or implementation help.
Bookkeeping Refresh
Many practice owners find themselves months behind or dealing with inherited bookkeeping chaos. No more chasing your tail. We’ll handle the mess with complete understanding and a clear action plan. We deliver calm, professional, tax ready books faster than most expect. This single investment gets you back on track. Your cost is determined by number of months or years and your practice’s transaction volume.
With steady and supportive guidance, we’ll help you stop chasing your tail with messy books and deliver clean useful financial data.
Purrfect For
Practice owners who know the books are ruff but have been busy caring for patients, managing clients, and leading the team to sort through it all.
Results
Clean books, reliable reports, and a stronger financial foundation for understanding what is actually happening inside your practice. You’ll actually be able to track profitability, payroll, COGS, cash flow, and practice performance.
What We’ll Do
CATch up bookkeeping for months/years that are behind or incomplete
Fix categorizations and cleaner account mapping
Update chart of account to AAHA/VMG Financial Standards
Reconciliations of bank, credit card, payroll, and loans
Sync bank, payroll, and practice tools
Identify missing or duplicate transactions
Clean financial statements and a practical summary of what changed
Pricing
Pricing Scenarios
The scenarios are examples of pricing you can expect if you’re in a similar situation. Your exact cost is determined after a Financial Checkup.
#1 Changing Accountants with a little clean up
Jennifer is a owner operator of a large group practice. She wants to switch since there is lacking communication and slow timeframes. The taxes are current and is staying on QuickBooks Online. Upon the Financial Checkup for her practice we agreed her books are in a pretty good spot.
Single Investment $1,500
Financial Checkup
Bookkeeping Refresh (6 months)
#2 Catch up to a Clean Start
Michael launched his clinic by himself as the only DVM in June and its January right now. He has been so busy launching the clinic and hasn’t had a chance to do the bookkeeping. He has two techs and taxes are due soon.
Single Investment $6,000
Financial Checkup
Establish booking setup
Bookkeeping Refresh (8 months)
#3 Done with DIY and ready to fix deeper issues
Benjamin runs a practice with two DVMs for a couple of years. His books haven’t been touched for a while, and he already filed a tax extension. Some of the links to his QuickBooks no longer work, and his chart of accounts is done haphazardly. Things need a major rehaul.
Single Investment $11,800
Financial Checkup
Bookkeeping Refresh (20 months)
Monthly Investment $2,800
KPI Dashboard
Bill Pay
Monthly Bookkeeping
PIMS Reconciliation
Document Management Assistance
#4 Monthly Accounting for a Single Location Practice
Alex and Erin are partners who own a practice with four DVMs, an office manager, a part time receptionist, and six techs. Taxes are current and books are clean.
Monthly Investment: $4,250
KPI Dashboard so you can keep a pulse on your practice
Monthly Strategic Meetings to review performance and profitability
Monthly Bookkeeping
PIMS Reconciliation
Document Management Assistance
#5 Monthly Accounting for a Large Practice
Kris leads a multiple location practice with an overnight hospital. They have 15 DVM, a front team, and staff of techs. She wants to track profit by location and service line. Revenue comes in from cash, insurance, and care credit. He wants to further expand and wants controller support for opening another locations, hiring, and expanding into a dedicated orthopedic surgical center.
Monthly Investment: $8,800
Quarterly Strategic Planning
Real Time KPI Dashboard per Location
Monthly Report with profits per service line and location
Cash Flow Forecasting
Accounts Payable Management
Monthly Bookkeeping
PIMS Reconciliation
