Systems Over Spreadsheets. Strategy Over Data Entry.
We build the financial and software infrastructure that allows clinic owners to step back from administrative chaos and lead high-margin practices.
meet alyssa churchill, cpba
After years in traditional financial compliance, I saw the exact same pattern repeating across healthcare and wellness clinics: brilliant practitioners drowning in administrative noise.
They were treating patients 30+ hours a week, fighting with broken software syncs at night, and watching their profit margins erode despite growing revenue. I stepped away from transactional bookkeeping to build a practice dedicated entirely to software and systems. As a Certified Professional Business Advisor (CPBA) with access to institutional performance intelligence software (iOA Smart Advisor), I help clinic owners fix and implement their software integrations, eliminate hidden profit leaks, and build scalable practice models.
When you are operating everything manually, that is not a system that can scale.
WHAT WE DO:
We build financial architecture and software pipelines (Jane App + QBO + Merchant Gateways).
We run diagnostic scans (VantaScan™) to expose hidden operational leaks.
We provide monthly performance intelligence benchmarking and "What-If" scenario planning.
We help practitioners who are wanting to start their own business and want to have it start off right.
WHAT WE DO NOT DO:
No Life / Mindset Coaching: We don't hold accountability circles or give generic advice.
No Daily Bookkeeping: We don't do daily receipt matching or manual data entry.
No Corporate CFO Theories: We focus strictly on practical clinic systems, leaving multi-entity tax legalities to our CPA/CFO referral partners.
Our Intelligence Partners
To ensure our strategy is backed by more than just gut feelings, we leverage the IOA Smart Software; the global standard in business advisory diagnostics.
Why we use it: Global Benchmarking: We compare your clinic’s performance against industry-specific data points curated by the Institute of Advisors. Predictive Modeling: We use the platform’s high-velocity calculators to map out What If scenarios using the growth funnel.
Data Integrity: By bridging your QuickBooks Online reality with these diagnostic outputs, we eliminate the Vantage Gap and focus only on what will move your needle.
Note: We leverage the Institute of Advisors' diagnostic tools and QuickBooks Online data as a high-performance guide to inform our strategic analysis and your business decisions.
our commitment to you
The True Margin VantaScan™ is a strategic method, derived to help you better understand your business perception vs reality. We don’t just manage accounts, we partner with people behind the practice. Our relationship with your clinic is defined by five non-negotiable pillars:
Integrity & Honesty: Data doesn't lie, and neither do we. We provide the hard truths your financials reveal, ensuring you have a transparent foundation to build upon.
Mutual Respect: You are the expert in your clinical field; we are the experts in the numbers. We operate as a high-level extension of your leadership team.
Knowledge: We are obsessed with the Why. We don't just deliver reports, we deliver the deep financial intelligence required to stay ahead of the market.
Collaboration: Growth isn't a solo sport. We work side-by-side with you to turn the VantaScan™ insights into real clinic expansions.
ready to identify your clinic’s profit leaks?
Exposing hidden capacity leaks and building clean, scalable systems.