Membership & Pricing FAQs

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❓ Is there a contract or commitment required?

Yes. All subscriptions require a minimum 1-year agreement, and clients are expected to provide timely source data for accurate reporting.

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❓ Can I switch between packages later?
Yes, upgrades can happen at any time. Downgrades are available after your initial contract period ends.

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❓ Do you offer refunds?
We do not offer refunds once services or digital products have been fully delivered or used.
However, we do offer a 30-day money-back guarantee on all new subscriptions. If you're not satisfied within the first 30 days, we’ll cancel your subscription and refund your payment in full. After 30 days, all sales are final and subject to the terms of the one-year agreement.

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❓ Is the fee tax-deductible?
Yes, our fees are tax-deductible business expenses.

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Service Details FAQs

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❓ What is included in “Strategic CFO Reports”?
These are monthly reports that include:

• Practice performance snapshots

• Cash flow guidance

• Profit optimization strategies

• Financial metrics vs industry benchmarks

• Monthly or quarterly strategy calls

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❓ What is the “Profit Pulse” daily forecasting?
A daily email showing your updated forecast for:

• Production

• Payments

• Days worked

• Patients per day

• Forecast of collections, patient visits, and more so that you can make corrections during the month

• Trends
  ------You’ll always know where you stand, before the end of the month.

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❓ What is “Special Reporting”?
It includes ad hoc reports like:

• Lender-ready financials

• Scenario planning for big purchases

• Compensation modeling
  Time billed per hour (except in Monthly plan, which includes 0.5 hrs/month).

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Meetings & Support FAQs

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❓ What are the Group Meetings like?
These are virtual sessions with other doctors led by our team, covering:

• Case studies

• Financial education

• Current events

• Live Q&A
  ------They build financial literacy and a sense of community.

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❓ How are 1:1 meetings scheduled?
Once you're onboarded, you’ll get access to a scheduling link to book with a CFO at your convenience. Most meetings are 30–60 minutes. It is preferred that we agree to a recurring time. For example 'The 2nd Tuesday at 9am MST'. If not, we plan the next meeting before we close the current meeting.

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Digital Access & Resources FAQs

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❓ What’s included in the online courses?
Courses cover:

• Financial literacy for doctors

• Reading financial statements

• Understanding KPIs

• Profit-first strategies
  They're self-paced and come with interactive worksheets.

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❓ How do I access the E-book?
You will receive a link to the E-book "What Practice Numbers Should I Track... and Why?

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Individual Plan FAQs

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❓ Does the Individual plan include live support?
No — it’s designed for self-starters. You get access to tools, forecasts, and group calls, but no private meetings or reporting.

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❓ Can I upgrade from the Individual plan later?
Yes, you can apply your $395 lifetime payment toward your first month of any upgraded plan (one-time only).

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Bookkeeping & Payroll FAQs

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❓ Is bookkeeping customizable?
Yes. The $350/month base covers 1 bank account, 1 credit card, 1 loan. We’ll provide a quote for additional accounts or complexity. This includes the subscription price to Quickbooks Online. If you already have a subscription, then we lower the price by $50 a month.

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❓ What payroll systems do you use?
We process payroll exclusively through our sister company, Snake River Staffing. Their team specializes in:

• Full-service payroll management

• Direct deposit setup and tax filings

• Onboarding support for new employees

• Compliance with federal and state regulations
  By partnering with Snake River Staffing, we ensure your payroll is accurate, timely, and completely hands-off for your practice.