Behavioral Health Business Advisory
Specialized financial advisory, people operations, and talent acquisition for behavioral health practices. We help clinician-led organizations scale sustainably, so you can focus on the people you serve.
What We Do
Behavioral health practices face financial, operational, and talent challenges that general advisors rarely see. We bring all three disciplines together, so you can stop juggling advisors and focus on what matters most.
Who We Serve
We partner with clinician-owned organizations across ABA and autism services, outpatient therapy and counseling, psychiatry, and substance use treatment, from emerging regional providers to established multi-location practices. Engagements are confidential and shaped around where your practice is today.
Clinician owners who are still carrying a caseload and need a finance and payroll function they can trust without hiring a full back office.
Practices delivering services in homes, schools, and the community, where scheduling, travel, and utilization drive the economics.
Organizations opening or operating multiple centers that need site-level reporting, capacity planning, and a repeatable hiring engine.
Providers working across state lines with different Medicaid programs, payer contracts, and payroll rules to keep straight.
Owners getting ready for a lender, an investor, or a sale who need clean books, defensible numbers, and a clear story.
Practices whose growth is limited by clinician hiring more than by demand for care.
Our People
Credentialed professionals with deep roots in behavioral health finance, payroll, operations, and recruiting.
Founder & Principal Advisor
CPA (Canada)
Dynamic financial executive with over 15 years leading finance functions and scaling reporting infrastructure. Partnered with 10+ BCBA-led practices over the past 5 years, bringing deep sector expertise in financial strategy, payer contracting, and ABA business operations.
CPA · EHR & ERP Integration
Chartered Professional Accountant with 5 years integrating EHRs — CentralReach, CodeMetro, Aloha — with ERPs including NetSuite, Xero, and Intuit.
PCP · Payroll & People Ops
Payroll Compliance Professional with Fortune 500 healthcare experience. Manages payroll compliance across 48 of 50 states.
CFM · Healthcare Accounting
QuickBooks Certified ProAdvisor and Xero Advisor with 25 years of healthcare accounting experience.
Payroll Admin · Recruiting
Rippling and Gusto certified payroll administrator with recruiting experience in the healthcare sector.
Our Approach
Most financial and recruiting firms don't understand the nuances of a clinician-led practice: the authorization cycles, the supervision requirements, the credentialing bottlenecks. We do. That means faster, more actionable guidance with fewer wrong turns.
Deep knowledge of behavioral health billing, licensure and credentialing requirements, and clinical compliance.
Relationships with clinicians, payers, and referral partners nationwide.
We grow your business without compromising your clinical integrity.
Finance and recruiting under one roof, with one aligned strategy.
We learn your practice's financial health, growth goals, staffing challenges, and payer mix to understand where you are and where you want to go.
A structured review of revenue cycle, organizational structure, talent gaps, and growth readiness, with a clear findings report.
A prioritized action plan covering financial optimization, hiring pipeline, and growth milestones with measurable targets.
Continued partnership through regular check-ins, recruiting support, and strategic pivots as your practice evolves.
Let's Connect
Whether you need financial clarity, your next clinical hire, or a strategic growth partner, we're ready to help. Send us a note and we'll be in touch within one business day.
We reply within one business day.