top of page

Get in Touch Today
Feel free to reach out for any inquiries or to start your financial journey with us.
Contact
Medical and Vet Practices


Our Client’s Day Spa Had a Growing Membership Program. But Was It Making Money?
Is your spa membership program profitable? Learn how ProfitWise analyzed treatment costs, unused credits and pricing to measure what memberships really earn.

ProfitWise
22 hours ago4 min read


Our Client Thought Credit Card Processing Was Costing Her 3%. We Found the Real Number Was Higher.
Learn how hidden credit card processing fees can increase dental practice expenses and how specialized bookkeeping and Fractional CFO services can help identify savings.

ProfitWise
Oct 193 min read


Our Client Had a Bookkeeper for Years. Then We Discovered What Was Wrong With the Books.
Already have a bookkeeper? Learn why accurate financial records matter for medical practices and how reliable numbers support smarter investment decisions.

ProfitWise
Oct 175 min read


One Insurance Plan Was Filling Our Client’s Schedule. It Was Also Hurting the Practice.
A full schedule doesn't always mean a profitable medical practice. Learn how to evaluate insurance reimbursement, payer mix, patient volume, and financial scenarios.

ProfitWise
Oct 94 min read


Our Veterinary Client Was Overwhelmed and Ready to Hire. We Wanted to Know Whether the Practice Could Actually Support Another Employee.
Learn how specialized veterinary bookkeeping and Fractional CFO services help practices evaluate hiring costs, revenue potential, and staffing decisions.

ProfitWise
Oct 84 min read


Our Dental Client Kept Putting Personal Money Into the Practice. We Needed to Find Out Why.
Learn how dental practices can identify their true break-even point, improve cash flow, and determine whether they really need more patients or better financial management.

ProfitWise
Sep 304 min read


Our Veterinary Client Was Afraid to Raise Prices. The Numbers Showed Us Where the Real Problem Was.
Learn how a veterinary practice used bookkeeping and financial analysis to understand shrinking margins and make smarter pricing decisions.

ProfitWise
Sep 284 min read


Our Client Wanted to Open a Second Medical Practice. We Needed to Know Whether the First One Was Ready to Support It.
Learn how medical practices can use financial forecasting and scenario analysis to determine whether they are ready to open a second location, manage cash flow, and plan financing.

ProfitWise
Sep 244 min read


Your Dental Practice Is Growing. How Much Can You Actually Afford to Pay Yourself?
Learn how dental practice owners can determine how much cash they can safely distribute while covering expenses, supporting growth, and maintaining healthy reserves.

ProfitWise
Sep 183 min read


Your Veterinary Practice Has Plenty of Data. Are You Looking at the Right Numbers?
Discover how veterinary practice owners can use financial data, bookkeeping, and operational insights to improve profitability and make smarter business decisions.

ProfitWise
Sep 23 min read


Your Pediatric Clinic Had a Great Year. Why Don’t the Numbers Feel That Way?
Understand why strong financial statements don’t always feel like a successful year. Learn how pediatric practice owners can use their numbers to understand profitability, expenses, payroll, and collections.

ProfitWise
Aug 182 min read


Should Your Physical Therapy Practice Buy That New Equipment or Keep the Cash?
Considering new physical therapy equipment? Learn how to evaluate the true financial impact, cash flow, ROI, and financing options before making a major purchase.

ProfitWise
Aug 153 min read


The Numbers You Should Know Before You Sign a Lease for Your Therapy Practice
Learn why commercial lease costs go beyond monthly rent and how to evaluate whether a larger office is financially sustainable for your growing therapy practice.

ProfitWise
Aug 142 min read


Are You Paying Yourself the Right Way as a Dental Practice Owner?
By ProfitWise - a Visa Business Plans company A dentist once told us, “The practice had a good month, so I transferred some extra money to myself.” That sounded reasonable. The practice was profitable, there was money in the bank, and after years of building the business, he felt he should be able to enjoy some of it. A few weeks later, though, several large expenses hit around the same time. Payroll was due, the lab bill was higher than usual, and an equipment payment was co

ProfitWise
Aug 132 min read


Is Your Veterinary Clinic Making More Money or Just Doing More Work?
Is your veterinary clinic busy but profits feel low? Learn how better accounting reveals hidden costs and supports smarter business decisions.

ProfitWise
Jul 282 min read


What Does a Fractional CFO Actually Do for Your Business?
Learn what a fractional CFO actually does, how accurate bookkeeping supports smarter business decisions, and why monthly financial reviews can help improve profitability, cash flow, and growth.

ProfitWise
Jun 35 min read


The Financial Reports Were Hurting the Business Without Him Realizing It
Are your financial reports accurately reflecting your business's strength? Learn how bookkeeping mistakes can distort profitability, impact business valuation, and create challenges for financing, investors, and immigration cases.

ProfitWise
Jun 23 min read


The Demand Is There… So Why Do Veterinary Clinics Still Struggle?
Demand for veterinary services is strong, but profitability depends on more than busy schedules. Learn how capacity, costs, pricing, and financial modeling impact the success of a veterinary clinic.

ProfitWise
Apr 153 min read


Physical Therapy Practice Owners: Would Your Numbers Kill the Deal?
Physical therapy practices with strong revenue can still lose value if financial clarity is missing. Learn what buyers actually examine during due diligence.

ProfitWise
Mar 102 min read


Veterinary Clinic Owners: You’re Not Broke. You’re Blind.
A busy veterinary clinic does not always mean strong profits. Learn the three financial signals that explain why many practices generating $800K–$2M still feel cash-tight and how clearer financial visibility can change that.

ProfitWise
Mar 22 min read
bottom of page

