Productized FP&A built specifically for clinics. A live dashboard showing revenue per provider, margins, and where you actually stand — updated every month, priced up front, no surprises.
Book a Discovery CallClinics carry financial complexity generic bookkeeping was never built to answer.
You know your total revenue. You don't know which provider or service line is actually driving profit versus quietly dragging on it.
Your books get reconciled at year-end tax time. By the time you see the real picture, the year that mattered is already over.
Medical supplies, provider payroll, facility costs — your chart of accounts needs someone who understands clinic economics, not a generalist learning as they go.
Not a generic template — a reporting system built around how clinics actually make money.
See exactly what each provider and service line generates — consultations, procedures, diagnostics — broken down monthly.
Gross margin, net margin, and staffing cost as a percentage of revenue — tracked monthly, so you catch drift before it becomes a problem.
Current month vs. prior month, this month vs. last year, year-to-date comparisons — the full picture, not just a snapshot.
I'm not a generalist learning healthcare finance on your dime.
Direct experience in healthcare financial planning gives me fluency in clinic economics almost no generalist FP&A consultant has.
Seven years across Big 4, tech, and healthcare. Every dashboard and forecast is built to the standard your books deserve.
Not a one-off project. I update your dashboard, flag what moved, and keep your financials current every single month.
All prices in CAD. No hourly billing, no surprise invoices. Pricing reflects the condition of your books, assessed during onboarding.
$999–$1,299/mo
Your monthly dashboard — revenue by provider, margins, staffing costs, and full month-over-month/year-over-year reporting.
$1,799–$2,399/mo
Everything in Core, plus written commentary with a prioritized action list, KPI-vs-target tracking, a rolling Best/Base/Worst forecast, and a board-ready quarterly summary.
$3,499–$3,999/mo
Everything in Dashboard + Forecast, plus account-level forecasting on revenue and payroll, a monthly cash flow forecast, and a required monthly strategy call.
Pricing reflects whether your books are clean or need cleanup, assessed on our first call — no hidden fees either way.
Book a call to find out which tier fits.
A 30-minute conversation about your clinic, your providers, and where you currently lack visibility.
A short form plus QuickBooks access. I map your chart of accounts to the categories that actually matter for a clinic.
Your dashboard is built and delivered — revenue by provider, margins, and the KPIs that tell you where you stand.
Updated every month, with a walkthrough and summary — so you always know where you stand, not just at tax time.
Book a free 30-minute discovery call to see if this is the right fit for your clinic.
Book a Discovery Call
or email me at tanner@rootalityfinancial.com