Know Exactly Where Profitability and Cash Flow Are Breaking Down.
A focused financial assessment for owners who need clarity on profitability, cash flow, and operating performance before committing to ongoing CFO support. You receive a written set of prioritized recommendations and an executive review of the findings with ownership.
Investment: $1,500 · Scope confirmed on the strategy call
The Scope
What the diagnostic covers
You provide access to your financial statements and the relevant operating data. Ward Advisory performs the analysis, then reviews the findings and recommendations with ownership directly. Scope below reflects a full engagement; depth in each area depends on the data available.
Historical Financial Performance Review
A structured review of your recent financial statements to establish what the business has actually been producing — and where the trend is heading.
Revenue & Margin Analysis
Revenue composition and true margin by service line, so you know which parts of the business are carrying profitability and which are diluting it.
Labor & Cost Structure Review
Provider and support labor as a percentage of revenue, compensation structure, and the fixed versus variable cost mix behind your operating margin.
Cash-Flow Assessment
How cash actually moves through the business: timing, working capital, deferred revenue exposure, and where cash gets tight relative to obligations.
Provider & Service-Line Economics
Contribution by provider and by service line, including the effect of discounting, memberships, and product cost on what each one really contributes.
KPI Assessment
The operating and financial metrics ownership should be reviewing monthly, with a baseline established from your own data.
Material Risks & Opportunities
Identification of the financial risks worth addressing now and the opportunities most likely to improve profitability and cash flow.
Prioritized Executive Recommendations
A written set of recommendations ordered by financial impact and feasibility — not a list of everything that could theoretically be improved.
60-Minute Findings Review
A working session with ownership to walk through the findings, the reasoning behind them, and the sequence in which to act.
Free Tool · Med Spas & Aesthetics
Free Botox margin calculator for injectable practices
Built for med spas, aesthetics clinics, and other health & aesthetics businesses running Botox. Activity-based costing shows your true per-unit cost, monthly margin, and where overhead lands — a useful preview of the service-line analysis in the diagnostic.
Run my numbers in 60 seconds →How It Runs
A defined engagement, not an open-ended project
- 01
CFO Strategy Call
A fit conversation covering the business, its current financial infrastructure, and the decisions ownership needs better information to make. We confirm whether the diagnostic is the right starting point.
- 02
Data & Analysis
You share financial statements and relevant operating data. The analysis is performed on our time and benchmarked against published industry data for your category.
- 03
Executive Findings Review
A 60-minute working session with ownership: what the numbers show, the material risks and opportunities, and the recommended sequence of action.
- 04
Decide the Next Engagement
Some businesses implement internally from the recommendations. Others move into the 90-Day Financial Performance Accelerator or ongoing Fractional CFO Advisory. There is no obligation either way.
Findings are benchmarked against published industry data (Overjet, Fotromed, HFA, AAOMS) — not generic averages. Ward Advisory works alongside your existing bookkeeper or CPA where appropriate and does not provide tax preparation.
Built for health & aesthetics · Findings span pricing, labor, cost structure, and service-line margin
Pricing that no longer matches cost structure
Menu pricing set years ago, or benchmarked against competitors rather than the practice’s own cost stack. Where this shows up, it is usually one of the larger single opportunities available.
Service lines that dilute margin
Bookkeeper-level reporting often masks lines that consume capacity while contributing little. The diagnostic ranks true contribution by line so repricing and scheduling decisions can be sequenced.
Labor and capacity drift
Hiring ahead of revenue, compensation structures that outgrew their original assumptions, or provider capacity that is under-utilized relative to the fixed cost it carries.
Who It's For
Established health & aesthetics businesses
- Med spas and aesthetic practices scaling past their first injector
- Cosmetic surgery and dermatology practices feeling margin compression
- Dental practices where overhead has crept above 60%
- Multi-provider practices that cannot see profitability by provider or service line
- Owners weighing a hire, a location, or an equipment investment without a model behind it
Generally a fit for businesses doing $1M–$10M+ in annual revenue.
Investment
$1,500
A standalone advisory engagement: financial analysis, written prioritized recommendations, and a 60-minute executive findings review. No retainer commitment is required to complete it.
Credit toward implementation
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.
Ready to implement rather than assess? 90-Day Financial Performance Accelerator builds the systems, and Fractional CFO Advisory provides ongoing financial leadership.