Your Practice Is Growing. Your Profit Should Be Too.
Most health and aesthetics practices have a bookkeeper keeping score — and no one telling them why they're not as profitable as they should be. Ward Advisory fixes that: hospital-grade financial infrastructure, built on 11 years of professional finance and 4 inside healthcare systems, without the cost of a full-time hire.
- Know exactly where your profit is going every month
- Catch margin compression before it becomes a cash crisis
- Make pricing, staffing, and expansion decisions with real financial models
- Get the same financial discipline that runs hospital service lines and Amazon operations — applied to your practice
Every engagement begins here. The audit identifies your top 3 profit leaks and determines the right scope for ongoing CFO work.
Who This Is For
Built for practices that are growing — and starting to feel it.
Right fit
- Revenue is growing but profit isn’t keeping pace
- You have a bookkeeper but no one thinking strategically about the numbers
- You’re making hiring, pricing, or expansion decisions without real financial modeling
- You’ve had a cash flow scare — or you’re worried the next one is coming
- You want a financial system, not just a monthly report
Not the right fit
- Pre-revenue or in your first year of operations
- Looking for someone to categorize transactions
- Want a one-time report with no ongoing strategic relationship
- Not willing to share financials and operate with full transparency
The Ward Advisory Methodology
A system. Not a service.
Most fractional CFOs give you access to a person. Ward Advisory gives you a repeatable financial infrastructure — the same diagnostic framework, the same reporting stack, the same decision models — running on your practice every month.
The Profit Architecture Diagnostic™
The intake process. Runs on every new client. Repeatable.
Before any engagement begins, we run a full financial diagnostic on your practice — P&L, service-line margins, pricing gaps, labor ratios, and cash flow structure. We benchmark every line against published industry data for your specific niche.
This isn’t a one-time audit. It’s the foundation every engagement is built on — and it’s run the same way every time, for every client, regardless of size.
The Monthly CFO Stack™
The delivery engine. Runs every month. Without exception.
Every client receives the same structured CFO package each month: service-line P&L, labor ratio report, cash flow statement with 90-day projection, pricing benchmark, and written CFO commentary. Same format. Same rigor. Same benchmarks.
The consistency is the point. You’re not getting a different report depending on who worked your account that month. You’re getting a system.
The Profit Architecture Review™
The strategy layer. Applied to every major decision.
Expansion modeling. Equipment ROI. Pricing restructure. Staffing decisions. Debt strategy. Each of these has a defined decision model we run — built from the same analytical frameworks used inside hospital systems and large-scale operations. No gut-feel recommendations. Every strategic call has a model behind it.
These frameworks were developed from 11+ years of professional finance experience — 4 of them inside hospital systems running service-line P&Ls across Pediatrics, Oncology, Surgery, and Emergency Medicine. The methodology was built for environments where financial decisions had real consequences. It runs the same way inside your practice.
The Scope
This isn't accounting. It's financial command.
Every service you offer, every role you pay for, every dollar in overhead — it all has a number. Here's what we do with it.
Financial Visibility
You can’t fix what you can’t see. Every month you get a P&L and cash flow built around your actual service lines — so you know exactly which part of the business is pulling weight and which is dragging it.
Profitability Engineering
Most practices are leaving margin on the table through underpriced services, bloated labor ratios, or both. We benchmark every line against published industry data for your specific niche and show you exactly what it’s costing you.
Cash Flow Architecture
A slow month shouldn’t blindside you. A payroll cycle shouldn’t create a cash scare. 90-day rolling forecasts built around your revenue mix mean you see problems before they become emergencies.
Strategic Finance
Every major decision — a new location, a piece of equipment, a hire, a loan — has a model behind it. No gut-feel recommendations. Just the financial architecture to make the right call with confidence.
Your Investment
What determines your monthly engagement.
Every practice is different. Here's what drives scope — and cost.
Revenue size
Practices doing $500K require different infrastructure than practices doing $5M. Complexity scales with revenue.
Number of locations
Each location adds its own P&L, labor pool, and cash flow cycle to manage.
Service mix complexity
A practice running Botox, fillers, IV therapy, and retail has more moving parts than a single-service clinic.
Payroll structure
W-2 staff, 1099 injectors, or hybrid — each changes the labor analysis significantly.
Current financial infrastructure
Clean books mean faster onboarding. Building from scratch means broader scope.
Frequency of contact
Monthly reporting and one strategy call vs. weekly touchpoints and real-time financial support.
Engagement Options
Three starting points. One right fit.
Most clients land between $3,500 and $8,000/mo depending on scope, revenue size, and engagement level. Every engagement begins with a Profit Leak Audit — the diagnostic determines which tier fits.
Tier 1 — Foundation
Starting at $3,500/mo
Best for: Practices doing $500K–$1.5M that need financial visibility and a strategic layer they don’t currently have.
What's included
- Monthly CFO Stack delivery (P&L, cash flow, service-line analysis)
- Profit Architecture Diagnostic on intake
- 1 monthly strategy session (60 min)
- Pricing gap benchmark vs. regional comps
- 90-day cash flow forecast (quarterly)
- Written CFO commentary every month
The Foundation tier is designed to give you the financial clarity and strategic partnership that most practices at this stage are missing entirely.
Most Popular
Tier 2 — Growth
Starting at $5,500/mo
Best for: Practices doing $1.5M–$5M managing complexity, staffing decisions, or active expansion planning.
What's included
- Everything in Foundation, plus:
- Weekly financial check-ins (30 min)
- Labor ratio audit and ongoing benchmarking
- Real-time cash flow dashboard
- Expansion and location ROI modeling
- Lender-ready reporting and debt structure review
- Pricing strategy and service mix optimization
This is where most clients land. It’s the full CFO engagement — not just reporting, but active financial partnership.
Tier 3 — Enterprise
Starting at $8,000/mo
Best for: Multi-location practices, $5M+ operations, or businesses preparing for a major financial event.
What's included
- Everything in Growth, plus:
- Ad hoc CFO availability between scheduled sessions
- Multi-entity and multi-location P&L consolidation
- M&A preparation and due diligence support
- Custom financial infrastructure build
- Board and investor-ready reporting packages
- Direct coordination with your CPA, lender, or legal team
Scope and pricing are fully custom at this tier. Book a call to discuss.
Monthly Deliverables
What every client receives. Every month. Without exception.
- Monthly P&L deep dive — every line reviewed, every anomaly flagged
- Service-line margin analysis — ranked by profitability, not just revenue
- Labor ratio report — your cost per role vs. published industry standard
- Cash flow statement with 90-day forward projection
- Pricing benchmark vs. regional competitors within 25 miles
- Written CFO commentary — what changed, what it means, what to do next
- Monthly strategy session — one high-leverage decision per month, with a model behind it
- Direct access between sessions for time-sensitive questions
The Process
Four steps from audit to ongoing financial infrastructure.
Profit Architecture Diagnostic
Every engagement starts with a full financial diagnostic — P&L, service mix, pricing, and labor benchmarked against published industry data. We identify your top 3 profit leaks and their dollar impact. This is the intake process for every client.
Infrastructure Onboarding
We connect your accounting system, build your reporting stack, and establish your baseline benchmarks. Two weeks. No disruption to your practice.
First Monthly CFO Stack
You receive your first full monthly package — P&L, service-line breakdown, cash flow, written commentary. Most clients see their business differently after this first report.
Ongoing Engagement
Monthly (or weekly) cadence of reporting, strategy sessions, and real-time support. The system runs. You run the practice.
The Origin
The methodology didn't come from a textbook.
Ward Advisory was founded by Tanner Ward — with 11+ years in professional finance, 4 of them inside healthcare systems building service-line P&Ls across Pediatrics, Oncology, Behavioral Health, Surgery, and Emergency Medicine at Integris Health, Oklahoma's largest hospital network.
That work required the same financial architecture your practice needs: multiple revenue streams, variable cost structures, provider productivity ratios, and overhead allocation across service categories. The difference is the consequences were measured in millions.
After Integris, Tanner scaled those frameworks inside Amazon Robotics and Amazon Logistics operations, then ran as COO of a private lending company before founding Ward Advisory.
The methodology was built inside systems that couldn't afford to guess. Ward Advisory exists to bring that infrastructure to health and aesthetics practices — delivered as a repeatable system, not a personal service.
11+ Years
Professional finance experience
4 Years
Inside healthcare systems doing service-line P&L work
3 Frameworks
Proprietary diagnostic, delivery, and strategy systems
Where Does Your Practice Stand?
Every engagement benchmarks your practice against published industry data — not generic averages.
| Industry | Healthy Net Margin | Source |
|---|---|---|
| Med Spas | 15–25% | Fotromed / ASDS |
| Dental Practices | 30–40% | Overjet / Clerri 2025 |
| Chiropractors | ~33% | American Chiropractor |
| Cosmetic Surgery / Derm | 25–35% | Practice management benchmarks |
| IV Therapy / Wellness | 20–35% | HFA |
If your margins are outside these ranges — or you don't know what your margins are — that's the conversation we need to have.
Common Questions
Is this bookkeeping?
No. Bookkeeping records what happened. Ward Advisory’s CFO engagement tells you what it means and what to do about it. Most clients already have a bookkeeper — we work alongside them or help establish a stronger accounting foundation during onboarding.
What makes this different from other fractional CFOs?
Most fractional CFOs give you access to a person. Ward Advisory gives you a system. Every engagement runs the same three proprietary frameworks — the Profit Architecture Diagnostic™, the Monthly CFO Stack™, and the Profit Architecture Review™ — built from 11 years in professional finance, 4 of them inside hospital systems running service-line P&Ls across Pediatrics, Oncology, Surgery, and Emergency Medicine. The methodology was built inside environments where financial decisions had real consequences. You’re not getting a generalist who works across 12 industries. You’re getting a repeatable financial infrastructure built specifically for health and aesthetics practices — and the operator who built it.
Do I need to be a certain size?
We work with practices doing $500K–$10M in annual revenue. Below $500K, the ROI on a full CFO engagement is harder to justify — we’d recommend starting with the Profit Leak Audit. Above $10M, scope and pricing are fully custom.
How long are engagements?
Month-to-month after a 90-day minimum. The first 90 days is when we build your financial infrastructure and establish baseline reporting. After that, most clients stay because the value compounds over time.
What does "starting at" mean?
It means that’s the floor for that tier. Final pricing is set after your Profit Leak Audit — which gives us a clear picture of your books, your complexity, and what the engagement actually requires. No surprise invoices.
Who actually does the work?
The Ward Advisory team. Every engagement is managed under the same three-framework methodology — the Profit Architecture Diagnostic, the Monthly CFO Stack, and the Profit Architecture Review. The system is consistent. The team executes it.
Do you work outside health and aesthetics?
No. Our methodology and benchmarking data is built specifically for health and aesthetics businesses. The specificity is what makes the work useful — we don’t dilute it by working across unrelated industries.
What if I just want to start with the audit?
That’s exactly how we designed it. The Profit Leak Audit is $497, takes two weeks, and ends with a written action plan. Most clients who complete an audit move into an ongoing engagement — but there’s no obligation.
Next Step
Your practice is leaving money on the table. Here's how much.
Every Ward Advisory engagement starts with a Profit Leak Audit. In two weeks you'll know exactly where your margin is going — and what it would take to fix it. If we can't find 3 specific, actionable opportunities, you don't pay.
Or email info@wardadvisory.co to discuss scope before booking.