Ward Advisory serves med spas, cosmetic surgery practices, and dental offices doing $1M–$10M in revenue. We find the profit leaks, fix the cash flow, and build the financial systems your business actually needs.
Built on experience from Amazon, healthcare finance, and private credit — Tanner Ward, Founder.
Who We Help
You own a growing med spa, gym, marketing agency, or dental practice. Revenue is climbing — but your bank account doesn't reflect it. You don't need a bookkeeper. You need a financial strategist who understands service businesses.
Top-line is climbing, but margin is flat or shrinking. You can feel it but can't pinpoint why.
You make decisions by checking your bank balance. Tax season is always a surprise.
You have compliance covered. What you don't have is a financial partner helping you grow profit.
Some services make money, some lose it. You're not sure which is which — and it's costing you.
Hiring decisions, location decisions, pricing decisions — all feel like guesses right now.
Reports aren't enough. You need someone who connects the numbers to the decisions.
Want to see what's hiding in your numbers? Book your Profit Leak Audit →
What We Do
Strategic financial leadership for growing service businesses — built around the work that actually moves the needle.
Strategic financial leadership — part-time, fully engaged.
The core of what we do. Strategic finance leadership that turns revenue into real profit.
A one-time financial diagnostic that pays for itself.
The fastest way to see where your business is leaking profit — and exactly how to fix it.
Clean books so the strategic work is built on real numbers.
Necessary infrastructure for everything above — accurate books are non-negotiable.
Also available
AP/AR tracking, vendor management, collections support, and invoicing workflow management.
Coordination with your payroll processor, reconciliation, journal entries, and contractor tracking.
Sales tax tracking, filing coordination, and compliance support as your business grows.
Industry Benchmarks
We benchmark your numbers against published industry data — not gut feel.
| Industry | Healthy Net Margin | Common Problem We See |
|---|---|---|
| Med Spas | 15–25% (top: 30–40%) | High revenue, low retained profit from unmanaged COGS and staff costs |
| Dental Practices | 30–40% net (overhead target: <60%) | PPO write-offs and lab costs quietly eroding margins |
| Cosmetic Surgery / Derm | 25–40% | Seasonality and high A/R create cash flow gaps |
| Chiropractors | ~33% avg | Mix of insurance and cash-pay creates cash flow unpredictability |
| IV Therapy / Wellness | 20–35% | Product markup opportunity often uncaptured |
Sources: Fotromed Industry Report, Blvd 2024 Med Spa Benchmarks, Overjet Dental Financial Report, Clerri 2025 Dental Benchmarks, The American Chiropractor.
Monthly Deliverables
Every client receives the same consistent package — delivered on time, every month.
Typical Outcomes
These aren't client quotes — just outcomes we see regularly once the books are clean and reporting is consistent.
profit found
$5K–$20K/mo in leaks uncovered — pricing gaps, vendor overcharges, and margin-draining services you didn't know existed.
cash flow
Go from bank-balance guessing to a 12-month rolling forecast you can actually rely on for decisions.
to scale
Know exactly which hires, locations, and investments will increase profit — before you commit a dollar.
Why Us
Most fractional CFOs come from corporate finance. They speak in EBITDA and cap tables. That's not what you need. We built Ward Advisory from inside growing service businesses — because we've done the work inside them.
Years in finance & operations
Real financial leadership experience built inside growing service businesses.
Profit leaks guaranteed
Every Profit Leak Audit guarantees at least 3 specific, actionable opportunities — or you pay nothing.
Response time
Questions get answered quickly. Direct, plain language — no waiting, no runaround.
We don't do everything. We do this. Med spas, cosmetic surgery, dermatology practices, dental offices, IV therapy clinics, chiropractors.
We don't just report numbers. We find the leaks and fix them — then build the systems so they don't come back.
You'll work with someone who thinks about your business like a partner, not a vendor.
No jargon, no theater. We make financial information clear and easy to act on.
The Firm
Ward Advisory was founded by Tanner Ward — with hands-on experience from Amazon, healthcare finance, and private credit, now applied to health & aesthetics businesses.
Tanner spent years inside large-scale financial operations before bringing that rigor to service businesses. The result: CFO-level thinking that med spa and dental practice owners usually can't access.
This firm exists to give service business owners the kind of strategic financial leadership that larger companies take for granted — without the overhead, the jargon, or the bureaucracy.
Getting Started
A straightforward process with no surprises. From first conversation to ongoing support in three steps.
We review your key financials first — P&L, balance sheet, cash flow. Then we walk through your 3+ profit leaks with a written action plan.
We walk through every finding: margin leaks, cash flow gaps, pricing problems. You leave with a written action plan.
If the fit is right, we move into a monthly retainer — KPI dashboards, forecasting, pricing strategy. The real work.
No long-term contracts required. No onboarding chaos. Just clear, consistent support from day one.
Book a Free Strategy Call →Get Started
If you're a service business doing $1M–$10M and you know your numbers should be telling you more, let's talk. The Profit Leak Audit guarantees we'll find at least 3 specific profit improvement opportunities — or it's free.
Limited to 3 audits per month. We cap it so every client gets our full attention.
