You’re seeing more patients.

Collecting less revenue.

Medical practices and healthcare businesses lose hundreds of thousands to revenue cycle friction, payor mix imbalance, and invisible cost-per-visit economics. We install a financial system that connects clinical volume to collected cash.

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Free diagnostic for medical practices & healthcare businesses doing $1M–$20M in revenue.

Practice Revenue Dashboard Last 12mo MONTHLY REVENUE $420K Jan Apr Jul Oct Dec REV / VISIT $285 COLLECTIONS 92% OVERHEAD 38% ! Revenue leakage identified: $318K/yr

Patient Volume vs Collections RateLast 12 months

Patient Volume Collections Rate

JanMarMayJulSepNov

Patient volume+34%

Collections rate−8%

Revenue gap$318K/yr

The Problem

Bennett Financials

Build the financial clarity to scale with confidence.

Free Scale-Ready Assessment — see how your business scores on the 60/15/15 standard.Book yours →

Healthcare & Medical Practices

Patient volume keeps climbing.

So why is cash flow shrinking?

Clinical volume is up. But collections aren’t keeping pace. Denial rates are climbing. Days in AR stretch further every quarter. You don’t know your true cost per visit by service line or provider. Payor mix shifts go unnoticed until cash flow tightens. And provider compensation models reward production, not profitability. The gap between clinical activity and collected revenue is where your margin disappears — it’s the same visibility problem we fix in every service business.

The 60/15/15 Standard

We diagnose in order. COGS, S&M, then G&A.

60% gross margin. 15% sales & marketing. 15% overhead. That leaves 30% operating profit. Here’s how we get your healthcare practice there.

RCM Dashboard

Days in AR

52

Denial Rate

12%

Net Collect

91%

Revenue leakage identified**$318K/yr**

Step 1 — COGS

Clinical Staff, Supplies & Revenue Cycle

In healthcare, COGS is clinical staff, medical supplies, and revenue cycle costs. Before we touch margin, we reconcile every metric. Your collections must match across billing, payor remittance, and your GL — or every downstream number is wrong.

Days in AR tracking and denial rate monitoring by payor

Net collection rate and cost-to-collect metrics

Clinical supply cost tracking by service line

Patient Acquisition Economics

Specialist Referral CAC$42

Digital Marketing CAC$185

Walk-in / Self-Refer$310

Avg patient LTV: $2,400 • Payback: 3 visitsOptimize channels

Step 2 — S&M

Know your cost to acquire — by channel.

Target: 15% of revenue on patient acquisition and marketing. Most practices overspend on digital ads while underinvesting in referral networks that cost a fraction. We break down patient acquisition cost by channel and referral source — so you stop subsidizing channels that don’t convert.

Patient acquisition cost by channel and referral source

Patient lifetime value tracking by service line

Referral network ROI and conversion analysis

Overhead Model

Facility Cost / Visit$48

Admin Staff Ratio1:3.2

Overhead Rate38%

Target overhead15% — savings: $112K/yr

Step 3 — G&A

Facility & admin overhead that survives scrutiny.

Target: 15% of revenue on G&A. Healthcare overhead is typically facility costs, admin staffing, EHR/PM systems, and compliance infrastructure nobody audits. We model overhead under multiple scenarios — so you know exactly where your margin is being consumed before expanding or adding locations.

Facility cost per visit and per provider analysis

Admin-to-provider staffing ratio optimization

Technology stack audit and vendor consolidation

Entity & Tax Strategy

Entity structure optimized (S-Corp / LLC)

Provider retirement plans deployed

Compensation vs. distribution strategy

Annual tax savings**$72K/yr**

Deployed Alongside

Healthcare entity structure & tax strategy.

Your entity structure determines your tax ceiling. We model the financial impact of S-Corp elections, multi-entity structures, and provider retirement plans — turning improved practice economics into real after‑tax wealth through entity structure and tax strategy.

Entity structure optimization for practice owners

Provider retirement and deferred compensation planning

Reasonable compensation analysis and distribution strategy

Case Studies

Don’t just take our word for it.

Eden Data

“We grew from zero to $300K MRR with Arron’s leadership.”

Taylor Hersom Chairman, Eden Data

Read case study

VirtualCounsel

“A team we can rely on, with rapid-fire responses and consistent support.”

Daniel Goodrich CEO & Founder, VirtualCounsel

Read case study

RHFL

“He brings creative ideas and valuable insights that have transformed our business.”

Daniel Passarelli Co-Founder, RHFL

NuSpine

“Strategic finance helped us scale, exit, and reinvest with confidence.”

NuSpine Chiropractic Healthcare & Franchise

Read case study

Veterans Fleet

“Bennett Financials gave us the financial clarity we needed to grow.”

Veterans Fleet Management Fleet Services

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Chimney Scientists

“A complete tax transformation that changed how we run our business.”

Chimney Scientist Home Services

Read case study

Optmyzr

“Saved $185K+ in taxes while scaling global operations.”

Optmyzr SaaS & Ad Tech

Read case study

Motiv Marketing

“Eliminated $402K in tax liability — and got a refund.”

Motiv Marketing Marketing Agency

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How It Works

From first call to deployed system.

1

30-Minute Assessment Call

We discuss your current state, your goals, and whether we’re the right fit. No pitch deck — just an honest conversation.

2

Scale-Ready Assessment

We stress-test your books, metrics, cash position, tax strategy, and operational dependency. You get a Scale-Ready Report with green/yellow/red scoring and the top blockers prioritized.

3

System Installation

Full financial operating system: clean books, reconciled metrics, deployed tax strategy, live dashboard, and monthly CFO cadence. Typical deployment: 90 days.

Results

The system works. Here’s what it looks like.

90 days

Time to full financial system deployment.

$402K

Tax liability eliminated through entity restructuring and strategic planning.

$96.2M

Revenue under management.

Sound Familiar?

Three signals your practice has a collections problem.

If any of these hit home, the 60/15/15 diagnostic will show you exactly where the leak is and how to fix it.

Patient volume is up but collections haven’t kept pace — and nobody can explain why.

You’re seeing 20% more patients than last year. Revenue should be up proportionally. But collections are flat or declining. Denial rates crept up. Days in AR stretched from 38 to 52. The gap between billed charges and collected cash keeps growing — and nobody in the practice can point to the root cause.

You don’t know your true cost per visit — or which service lines actually make money.

Primary care runs at 34% margin. Specialty is at 48%. Ancillary services hit 62%. But you’re allocating resources evenly across all three. Without service-line profitability data, you’re investing in the wrong places and leaving margin on the table with every scheduling decision.

Provider compensation rewards production — not profitability.

One provider has a 52% comp-to-collections ratio. Another is at 61%. The benchmark is 55%. But compensation is set by seniority and volume, not margin contribution. You’re overpaying the providers who generate the least profit — and risking losing the ones who generate the most.

Get Your Free Diagnostic

Free for medical practices & healthcare businesses doing $1M–$20M in revenue.

Get Started

Stop leaving revenue on the table.

The Scale-Ready Assessment shows you exactly where your practice stands — revenue cycle scorecard, profitability analysis, and a clear picture of what to fix first.

Book Your Scale-Ready Assessment

Free for medical practices & healthcare businesses doing $1M–$20M in revenue.

Ready when you are

Get clear on the next financial move for your business.

Book a no-pressure conversation with the Bennett Financials team.

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