About
Services
Business & Personal Financial Planning
Investment Management
Accounting & Tax Filings
Education
Podcast
Metrics Makeover
Pricing
Contact
Transparent
Pricing
Comprehensive services.
For all stages of your clinic.
Financial Planning and/or Fractional CFO*
$
415
per month
Live dashboard
12 reports prescribed monthly
Detailed cash flow planning
Unlimited financial advice
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Investment Management
1%
of assets under management
Academic-based investing
Performance reporting
Tax loss harvesting
Strategic rebalancing
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Taxes*
Varies
$50/mo
Form 1040
$100/mo
per Sched C, 1065, 1120S, 1120
$100/mo
monthly payroll
$100/mo
for bookkeeping
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We feel cost should never be a deterrent from getting exceptional advice. That's why we offer
3 free reviews
to show our value.
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*Pricing may vary depending on complexity
