Your OR Is Full. Why Isn’t Your Bank Account?
For cosmetic plastic surgeons running $2M–$10M+ all‑cash practices who feel like collections are high… but the bank account doesn’t match.
No prep. No documents. No commitment. You’ll get a directional 60/15/15 snapshot, conservative ranges for likely profit and tax leaks, and the next question worth validating.
Trusted by growing service businesses
Book Your 20‑Minute Profit & Tax Leak Check
Pick a time that works for you. 20 minutes on Zoom or Google Meet. No prep, no documents.
Pick a time on the calendar — 20 minutes on Zoom or Google Meet. Instant confirmation, no documents.
Pick a time →Instant scheduling · 20 minutes · No obligation
Does This Feel Uncomfortably Familiar?
You thought you were fine until that one December you ‘artificially thought more money was coming in when it wasn’t.’
Collections look strong, but you’ve got a number in your head where, if the bank balance drops below it, you start sweating about the next 2 months of operating.
Your money ‘strategy’ is just the same dollars moved into different buckets – nobody can show you where the real gain actually is.
Surgery center, second location, major equipment – because nobody has run a model you actually trust.
If that sounds like you, the Leak Check gives you a directional screen using rough numbers. It will not verify your books or fix anything in 20 minutes, but it will show which likely profit and tax leaks are worth validating next.
What You Walk Away With After 20 Minutes
On the call, we take your rough numbers (no statements needed) and run a directional 60/15/15 screen. Within 24 hours, you get a 1‑page Profit & Tax Leak Map based on the numbers you shared.
Here’s what’s in that 1‑page report:
See how the rough numbers you shared compare across gross margin, sales and marketing, G&A overhead, and operating profit. This is an early screen, not a conclusion about your actual books.
A short list of the areas most likely to deserve a closer look, such as service delivery margin, overhead, entity structure, or tax-planning questions.
A practical suggestion for the record, assumption, or tax question that should be checked next before anyone treats the directional range as fact.
Sample Profit & Tax Leak Map (blurred for privacy)
How This Fits Into the Bigger Picture
The Leak Check stands alone: keep the one-page map whether or not you continue. If a likely issue deserves evidence, the document-backed assessment is a separate next step. Any implementation is separately scoped.
20‑Minute Profit & Tax Leak Check
Rough numbers, no documents. We surface likely profit and tax leaks with conservative ranges, then deliver the 1‑page Profit & Tax Leak Map.
Scale-Ready Assessment
A 60‑minute working intake starts secure, document-backed analysis of your actual P&L, balance sheets, and tax records. Findings cover profitability, unit economics, tax, cash, enterprise value, and owner dependence, with a 12–24‑month roadmap. Implementation remains separate.
Implementation
If we both want to work together, separately scoped ongoing CFO work starts at $5,000/month. That includes replacing the financial stack: bookkeeping, reporting, tax prep, tax planning, and CFO‑level strategy. You keep the earlier findings whether or not you engage us to implement them.
What This Looks Like In Real Life
In a documented cosmetic-practice engagement, entity restructuring and strategic planning materially changed the owner’s tax position. The result depended on that client’s specific facts, eligibility, implementation, and supporting documentation; it is not a guaranteed or typical outcome.
On the Leak Check, we’ll surface likely profit and tax leaks in your rough numbers and suggest the next question worth validating. Client-specific results require evidence and implementation.
Who This Is For
Who This Is Not For
Ready To Screen for Likely Profit or Tax Leaks?
You’ve done the hard part – built a reputation and filled the schedule. Bring rough numbers to a 20‑minute, no‑document call and get conservative ranges plus a one‑page Leak Map.
For US‑based cosmetic practices doing $2M–$10M+ in collections.
Questions about Fractional CFO for Plastic Surgeons.
Clear answers to the questions owners ask before deciding what to do next.