Why Join Us
The Power of Experience
With our combined professional experience of over 35 years, we’ve not only gained extensive knowledge but also valuable insights into the best practices that drive success in the healthcare industry.
Personalized Consulting
Our consulting services go beyond financial matters. As someone who recently went out on their own and started his own private practice, Dr. McDavid Mahaffey brings firsthand experience and a deep understanding of the challenges you face. We’ll guide you through everything from operational efficiency and process improvement to patient experience and staff management.
Comprehensive Financial Services
We understand that the financial management of your practice can be overwhelming. That’s why we offer a range of services, including virtual CFO services, bookkeeping, forecasting, tax services, and entity structuring. With our CPA expertise, you can focus on what truly matters — providing exceptional care to your patients.
More Time For Medicine
Our goal is to help two main groups. Physicians who are in current practice and need help streamlining operations and the financial side of things.
And secondly physicians who are in corporate medicine and want something more by deciding to branch out on their own. We will help you run your practice more efficiently, so you have more time to serve your community.
Meet Our Founders
McDavid Mahaffey
CEO
Fifteen year physician that recently left the corporate medical field to start his own practice.
Justin Earley
CFO
Fifteen year CPA with multiple companies specializing in tax, financial guidance, and strategic planning.
Join our Exclusive Community
Join the conversation with like-minded professionals.
In addition to our tailored services, we’re excited to introduce an exclusive online community that fosters collaboration, knowledge sharing, and peer mentoring among physicians.
By subscribing to our monthly membership, you’ll gain access to a supportive network of like-minded professionals who understand the unique challenges you face as independent practice owners.
Levels of Service we offer
We offer multiple packages to fit what works best for your business.
Launch - Start Up Strong
Who it’s for
Physicians ready to break free from corporate medicine or buy their first practice and who need decisive, numbers-backed guidance—before signing the lease.
What we do
We combine Justin Earley’s tax-smart entity formation with an AI-driven break-even model and Dr. Mahaffey’s real-world workflow design to set up your clinic for profit on Day 1.
Deliverables (first 90 days)
Entity structure, tax elections, and compliance roadmap
Healthcare-specific QuickBooks Online file + chart of accounts pre-loaded
AI-powered Payer-Mix & Break-Even Calculator—see exactly how many visits/procedures you need at your contracted rates
Tech stack blueprint: EHR, billing, payroll, and telehealth
Financing & credentialing checklist with lender and payer introductions
“Go-Live” week: onsite/virtual support so the front desk and billers hit the ground running
Outcome
Walk into opening week knowing your cash-flow runway, expected tax bill, and the exact daily patient count that keeps you in the black.
Optimize - Dial It In
Who it’s for
Owners with 12+ months of operations who sense profit is leaking through coding gaps, staffing churn, or unclear numbers.
What we do
Twice a month we step in as your Controller, feeding AI analytics into physician-friendly dashboards while re-engineering workflows to free up provider time.
Deliverables (rolling engagement)
- Monthly close & variance analysis with proactive tax planning (no April surprises)
Margin & Staffing Heat-Map—AI analysis of monthly profit helping maintain the correct staff mix
Standard Operating Procedures for front desk, billing, and inventory—written + Loom walkthroughs
Quarterly “Optimize Summit” with Justin & Dr. Mahaffey to reprioritize tactics and hold the team accountable
Outcome
Typical clients see margin lift and reclaim hours per provider per week within six months.
Strategic - Scale & Build Wealth
Who it’s for
Multi-site or fast-growth practices that need a seat-at-the-table advisor to steer capital decisions, M&A, and long-range tax strategy.
What we do
We function as your outsourced CFO, marrying predictive AI forecasting with physician-led operational insight to turn today’s profits into tomorrow’s equity.
Deliverables (weekly cadence)
Rolling 18-Month Forecast with scenario modeling for service-line expansion, additional providers, or new locations
- Capital-planning playbook: debt vs. equity, clinic real-estate acquisition, and equipment ROI analysis
Advanced tax strategy: cost segregation on buildings, retirement plan design, and proactive entity restructuring
Quarterly Strategy Retreat—on-site or virtual—to align goals, hold leadership accountable, and translate data into action
Outcome
Owners gain clear visibility on cash, confident growth decisions, and a documented path to a higher practice valuation—or a work-less-earn-more lifestyle.
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