Schedule a Discovery Call
30 minutes. No pressure. Just a conversation about your practice and whether working together makes sense.
What to Expect
The discovery call is a straightforward conversation. No sales pitch, no pressure. We'll talk about your practice and figure out if there's a fit.
- Your current financial setup and what's working (or not)
- Specific challenges or decisions you're facing
- What services might help and what the engagement would look like
- Honest assessment of whether we're a good fit
Is This a Good Fit?
I work with a specific type of practice. Here's how to know if this is right for you.
Good fit if you...
- Run an independent practice with 1-5 providers
- Want clarity on your numbers, not just filed returns
- Value proactive planning over year-end scrambles
- Are responsive and willing to follow a plan
- Appreciate calm, consistent communication
- Want a long-term financial partner, not a transaction
Probably not a fit if you...
- Are shopping for the lowest price
- Need daily bookkeeping triage without internal support
- Aren't willing to provide documents or follow deadlines
- Want a large firm with multiple account managers
- Only need a once-a-year tax filing
Before We Talk
Is the discovery call really free?
Yes. 30 minutes, no cost, no obligation. We'll talk about your practice and I'll give you an honest assessment of whether working together makes sense. If it doesn't, I'll tell you that too.
What should I prepare for the call?
Nothing specific is required. If you have recent financial statements or tax returns handy, they can be helpful context — but they're not necessary for a first conversation. The most useful thing is knowing what questions or challenges you'd like to discuss.
How quickly can you start?
It depends on the time of year and current capacity. I intentionally keep client count low to maintain quality. Typically, onboarding takes 2-4 weeks after we agree to move forward. For tax season, it's best to reach out early.
Do you work with practices outside of dermatology?
Yes. While my operational experience is in dermatology, the financial frameworks apply across independent medical practices — primary care, ophthalmology, dental, med spa, and others. The key is practice size (1-5 providers) and wanting a proactive financial partner.
Can I just hire you for tax prep?
Yes, standalone tax preparation is available. That said, most practice owners get significantly more value when preparation is paired with planning. We can discuss what makes sense during the call.