Ward Advisory helps growing med spas, aesthetic practices, cosmetic surgery practices, dental practices, and other health-focused businesses turn financial data into better decisions, stronger cash flow, and more profitable growth.
Built on experience from Amazon, healthcare finance, and private credit — Tanner Ward, Founder.
Diagnostic
A focused assessment of profitability, cash flow, margins, and operating performance.
$1,500
Explore the Diagnostic →Implementation
Build and implement the financial systems required to manage the business with better visibility.
$6,000
Explore the Accelerator →Ongoing Advisory
Ongoing financial leadership, forecasting, KPI reporting, and strategic decision support.
Starting at $3,000/month
Explore Fractional CFO Advisory →You don't have to move through every stage. A CFO Strategy Call determines the right starting engagement for your business.
Who We Help
You own a growing med spa, aesthetic practice, cosmetic surgery practice, or dental practice. Revenue is climbing — but you don't have the financial visibility to know what's actually driving profit. You already have a bookkeeper. What you need is a CFO-level partner who understands these 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.
Recognize your business in any of these? Schedule a CFO Strategy Call →
What We Do
Strategic financial leadership for growing health & aesthetics businesses — built around the work that actually informs decisions.
Ongoing financial leadership and strategic decision support.
Engagements start at $3,000/month and scale with complexity, reporting needs, locations, and level of strategic support.
A focused assessment before committing to ongoing CFO support.
$1,500 — a standalone engagement that establishes where profitability and cash flow are breaking down.
Clean books so the strategic work is built on real numbers.
Available where needed, and coordinated with your existing bookkeeper or CPA. Ward Advisory is not a tax preparation firm.
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.
margin picture
Material opportunities to improve profitability get identified and prioritized — pricing gaps, cost structure issues, and service lines that quietly drain margin.
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 and speak in EBITDA and cap tables. What a practice owner needs is different: clear analysis tied to the decisions in front of them. Ward Advisory was built around how health & aesthetics businesses actually operate.
Years in finance & operations
Real financial leadership experience built inside growing service businesses.
Client revenue range
Engagements are built for established health and aesthetics businesses, not startups or pre-revenue practices.
Senior-level access
You work with the person doing the analysis. Plain language, direct answers, no handoffs to a junior analyst.
We don't do everything. We do this. Med spas, aesthetic practices, cosmetic surgery, dermatology, and dental practices.
We don't just report numbers. We connect them to the pricing, staffing, and investment decisions in front of you — then build the reporting to track them.
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 health & aesthetics businesses. The result: CFO-level thinking that med spa, aesthetics, and dental practice owners usually can't access.
The firm exists to give practice 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. The strategy call determines the right starting engagement — there is no required entry product.
We learn about the business, current financial infrastructure, growth goals, and the decisions ownership needs better information to make.
Depending on the business and its needs, the right starting point may be a Financial Performance Diagnostic, a 90-day implementation engagement, or ongoing Fractional CFO support.
We establish the reporting, forecasting, KPIs, analysis, and advisory cadence required for better financial decisions.
No long-term contracts required. No onboarding chaos. Just clear, consistent support from day one.
Schedule a CFO Strategy Call →Get Started
If you run an established health or aesthetics business doing $1M–$10M+ and you know your numbers should be telling you more, let's talk. The strategy call is a fit conversation — we'll discuss your current financial infrastructure and what the right engagement looks like.
Client capacity is intentionally limited so every engagement gets senior-level attention.
