Ward Advisory90-Day Financial Performance Accelerator
Build the Financial Systems Your Practice Should Already Have.
An implementation engagement for owners who need the reporting, forecasting, and decision support built — not another assessment that ends in a document.
Ninety days, three phases, one fixed fee. Diagnose what the numbers show, build the infrastructure, and implement the operating cadence with your team.
$6,000 pay in full · or 3 monthly payments of $2,100
Built for established health and aesthetics businesses generally doing $1M–$10M+ in annual revenue. The strategy call confirms whether this is the right engagement.
Hospital-trained·Amazon-scaled·Operator-led
What the 90 days produce
- 90Days to reporting, forecasting, and a management review structure that runs
- 3Phases — diagnose, build, implement
- $6,000Flat fee, or 3 monthly payments of $2,100
The constraint usually isn't demand. It's financial visibility.
What we typically find inside a health or aesthetics practice before this engagement:
- Revenue is up, but profit doesn’t reflect it
- Pricing decisions are being made against what competitors charge, not what your margins support
- You have a bookkeeper — but no one interpreting what the numbers mean
- There is no real cash-flow forecast, so every slow week creates uncertainty
- Cost per treatment, break-even, and provider-level profitability are unknown
- Marketing spend is being used to drive volume when volume isn’t the constraint
More revenue doesn't resolve any of it. What resolves it is a financial system that shows where the business makes money, where it loses it, and what to do next.
That is what this engagement builds.
The Engagement
90-Day Financial Performance Accelerator
A structured, three-phase engagement that installs the financial infrastructure the practice has been operating without — and hands it off documented at the end of 90 days.
It is built for businesses that need systems built but are not yet ready for an ongoing fractional CFO relationship. Work is done with ownership, not delivered to them as a report.
This engagement fits if…
- You run a med spa, aesthetic practice, cosmetic surgery practice, dermatology practice, or dental practice
- Annual revenue is generally $1M–$10M+ and the business is established
- You need the financial systems built — reporting, forecasting, KPIs — not just an assessment
- You are not yet ready to commit to an ongoing fractional CFO relationship
- Decisions are currently being made on bank balance rather than financial data
- You want the systems documented and handed to your team, with a defined end point
This isn't the right fit if…
- You’re pre-revenue or in your first year of operations
- You’re not in a position to carve out working sessions during the engagement to share data and context
- You want someone to “do the books” — this is strategic finance, not compliance work
- You want the outcome without any involvement from ownership
How It Works
Diagnose. Build. Implement.
Three phases across 90 days, each built around your practice and your data.
Establish what the numbers actually show.
The engagement opens with the Financial Performance Diagnostic: historical performance, margin structure, labor and cost analysis, cash flow, and provider and service-line economics — benchmarked against published industry data for your category.
- Financial Performance Diagnostic on your actual financials
- Baseline financial and operating KPIs
- Priority risks and opportunities identified and quantified where the data supports it
- Executive action plan delivered at Day 30
Build the infrastructure the decisions require.
We build the financial infrastructure the business has been operating without: KPI and dashboard architecture on your real numbers, a rolling 13-week cash-flow forecast, pricing and margin analysis, and the decision-support models appropriate to the practice.
- KPI and dashboard architecture built for your service mix
- 13-week rolling cash-flow forecast, updated through the engagement
- Pricing and margin analysis with specific recommendations
- Decision-support models appropriate to the practice — hiring, capacity, equipment, scenarios
Make it operate without us.
We establish the reporting cadence and financial operating processes, set up the management review structure, document everything, and hand it off to your team — with a recommendation on whether ongoing CFO support makes sense.
- Reporting cadence and month-end close process established
- Financial operating processes and management review structure
- Documentation and team handoff
- Day 75 strategy conversation and an ongoing Fractional CFO recommendation
Investment
One fixed fee. Defined scope.
Here is what the engagement delivers over the 90 days:
Financial Performance Diagnostic
Full financial assessment, prioritized recommendations, and executive findings review
KPI & Dashboard Architecture
Built for your specific practice, service mix, and provider structure
13-Week Cash-Flow Forecast
Rolling model, updated throughout the engagement
Pricing & Margin Analysis
Service-line economics benchmarked, with specific pricing recommendations
Decision-Support Models
Hiring, capacity, equipment, and scenario models appropriate to the practice
Reporting Cadence & Close Process
Month-end close and management review structure established
Documentation & Team Handoff
Processes documented so your team can run them without us present
Working Sessions with Ownership
Direct CFO-level engagement throughout the 90 days, not a handoff to an analyst
90-Day Financial Performance Accelerator
$6,000 pay in full · or 3 monthly payments of $2,100
$6,000
If you complete a Financial Performance Diagnostic and move into the 90-Day Financial Performance Accelerator within 30 days, the $1,500 diagnostic fee is credited toward the program.
$6,000 pay in full · or 3 monthly payments of $2,100
How the engagement is run.
The scope, sequence, and fee are agreed before the work begins.
Every deliverable is built from your financial and operating data, benchmarked against published industry data for your category. Analysis is performed directly by Ward Advisory, and every recommendation is tied to a specific decision in front of ownership.
We work alongside your existing bookkeeper or CPA where appropriate. Ward Advisory is not a bookkeeping or tax preparation firm — the work here is financial reporting, forecasting, analysis, and decision support.
At Day 90 the systems are documented and handed to your team, with a clear recommendation on whether ongoing CFO support is warranted.
No long-term contract is required to begin.
Common Questions
Is this just bookkeeping?
No. Bookkeeping records what happened. This engagement builds the reporting, forecasting, and analysis that tell you what it means and what to do about it. Most clients already have a bookkeeper or CPA — we work alongside them. Ward Advisory does not provide tax preparation.
Is my practice the right size for this?
The engagement is built for established health and aesthetics businesses generally doing $1M–$10M+ in annual revenue. Below that range, the financial infrastructure this builds is usually more than the business needs.
How is this different from the Financial Performance Diagnostic?
The diagnostic tells you where profitability and cash flow are breaking down. This engagement includes that diagnostic and then builds and implements the systems — reporting, forecasting, KPIs, decision models, and the management cadence to run them.
Do I need to switch software or tools?
No. We build inside the tools you already use — QuickBooks, Xero, Google Sheets. No migrations, no new subscriptions.
What does “hands-on” actually mean?
You work directly with the person doing the analysis. Every deliverable is built for your practice specifically, from your data.
What happens after 90 days?
At Day 75 we have a strategy conversation about what makes sense next. Some clients continue into an ongoing Fractional CFO Advisory engagement. Others run the system themselves — which is why it is documented and handed off. No long-term contract is required to start.
Can the diagnostic fee be applied to this engagement?
If you complete a Financial Performance Diagnostic and move into the 90-Day Financial Performance Accelerator within 30 days, the $1,500 diagnostic fee is credited toward the program.
Ninety days from now, the business can be run on real numbers.
Reporting, forecasting, KPIs, and a management review structure — built, implemented, and documented.
$6,000 pay in full · or 3 monthly payments of $2,100
Not sure this is the right starting point? The Financial Performance Diagnostic is a $1,500 standalone engagement covering Phase 1, and ongoing Fractional CFO Advisory is available for businesses ready for a continuing relationship.