Who we serve
Private practices in the $1M–$5M range
Our client is a specific kind of owner at a specific stage: the practice that grew into a group — therapy, dental, veterinary, optometry, physical therapy — and the owner-run businesses like them. If most of this page sounds like you, we should talk.
You're past survival
The practice works. Revenue is somewhere between one and five million, there's a team of providers and staff, there are patients and clients who come back. The question is no longer “will this survive” — it's “what do I do with it now,” and those decisions carry real money.
The decisions got bigger than the reports
A hire that costs $90K a year. A lease. A second location. An equipment loan. A customer who'd be 40% of revenue. You're deciding these things off a bank balance and instinct, because the monthly P&L arrives three weeks late and answers none of them.
A full-time CFO doesn't pencil
You've done the math: $200,000 plus benefits for a full-time CFO, or $7,500+ a month for the big fractional-CFO firms. At your size neither makes sense — but the need is real. That's the middle we built for, deliberately.
Practices are the specialty, not a vertical we added
Our affiliated firms have served private practices from the start: bookkeepz, LLC keeps the books for therapists, dentists, optometrists, physical therapists and veterinarians, and PizzelloCPA, PLLC handles their tax work. SmallBizCFO is the third layer of the same stack — for the practice that crossed a million and now carries group-practice questions: associate and provider compensation, margin by provider and service line, a second location, buying out or bringing in a partner. We don't learn your industry on your retainer.
You want straight answers
You'd rather hear “that number is an estimate and here's what it rests on” than a confident guess. That's how we work: if a figure is rough we say so, and if we don't know, we say that instead of inventing.
When we're not the right fit
- • You're a solo practice under $1M — you don't need a CFO function yet; you need reliable monthly bookkeeping, and our affiliate bookkeepz, LLC does exactly that.
- • The books aren't current or reconciled — forecasting rests on the books being right, so that gets fixed first. We'll tell you, and point you at the right kind of help.
- • You mainly need tax work — that's a CPA firm engagement, and our affiliate PizzelloCPA, PLLC does exactly that.
- • You want someone to run the finance team day-to-day — that's a controller or a full-time hire, and we'll say so.