Foundation Package
- The quarterly option is perfect for practices with simpler financial needs or those looking for a cost-effective solution to manage their books.
- The monthly option is ideal for practices that want frequent updates and deeper insights into their financial performance.
Midwives needing a clean slate and regular financial tracking.
Features
- Comprehensive Financial Cleanup:
- For quarterly clients, includes a 3-month cleanup to organize past financial records and bring your books up to date.
- Accurate Financial Tracking:
- Monthly or quarterly accounting services to track income, expenses, and profitability.
- Quarterly financial reports for detailed insights into your practice's performance.
- Compliance Review:
- Ensure your financial records meet industry standards and tax compliance requirements.
- Dedicated Support:
- Regular check-ins (monthly or quarterly) to review progress and address questions about your finances.
Price: Starting at $450 per month | $1,825 per quarter (includes cleanup)
Growth Package
Midwives ready to optimize their finances, gain clarity on key business metrics, and focus on growing their practice.
Features
- Foundation Package Benefits:
- Includes all features from the Foundation Package, such as accurate financial tracking, compliance reviews, and dedicated support.
- Tax Preparation Services:
- Single-state business and personal tax preparation tailored to your midwifery practice.
- Metrics Tracking:
- Monitoring of three key financial metrics, such as Revenue Per Birth, Gross Profit Margin, and Cash Flow Forecast Accuracy.
- Strategic Financial Check-Ins:
- Monthly strategy sessions to review metrics, identify growth opportunities, and adjust your financial plan as needed.
Price: Starting at $850 per month
Visionary Package
Midwives looking to scale, expand, or explore major growth opportunities with expert financial and strategic support.
Features
- Growth Package Benefits:
- Includes all features from the Growth Package, such as single-state tax preparation, metrics tracking, and monthly financial strategy sessions.
- Multi-State or Complex Tax Preparation:
- Expert support for multi-state or intricate tax situations, ensuring compliance and minimizing liabilities.
- Advanced Metrics Tracking:
- Monitoring of 6+ key performance indicators (KPIs), including quarterly profitability analysis to guide your growth decisions.
- Strategic Growth Sessions:
- Monthly 45-min strategy sessions focused on scaling your practice, hiring, or exploring a transition to non-profit status.
- Expansion Planning:
- Tailored guidance for non-profit transitions or other significant business expansions to align with your vision and mission.
Price: Starting at $1,550 per month
