The Story Behind ProfitUp
After years in public accounting and working with businesses across industries, I kept noticing the same pattern: healthcare practice owners were among the smartest, most dedicated professionals I met—and also among the most frustrated with their finances.
They'd built successful practices with loyal patients and strong revenue. But when it came to understanding their actual profitability, cash flow, or growth potential, they were flying blind. Their CPAs gave them tax returns once a year. Their bookkeepers gave them transaction records. But nobody was giving them what they actually needed: financial leadership.
"I realized healthcare practices don't need more accountants. They need someone who speaks both the language of finance and the language of healthcare."
That's why I built ProfitUp Advisory. We focus exclusively on healthcare practices—dental, medical, PT, and veterinary—because the economics of each are unique enough to require specialized expertise, but similar enough that we can bring best practices across specialties.
Our approach is simple: we become your fractional CFO. We build the financial systems, dashboards, and forecasts that give you clarity and control. We meet with you regularly to review the numbers, identify opportunities, and help you make better decisions. And we do it at a fraction of the cost of a full-time hire.
The goal isn't to give you more reports. It's to give you the confidence that comes from truly understanding your business—so you can focus on what you do best: caring for patients.