strategy is in your numbers.
NG VANTASCAN™ method
Your books are caught up, but are you getting ahead? At NG Finances we realized traditional bookkeeping is a rearview mirror. It tells you where you’ve been, but not a full scale picture.
We engineered the NG VantaScan™ methodolgy to bridge the gap between balanced books and bold moves.
We Don’t Guess.
We Don’t Generalize.
We Analyze.
a modern approach
We’ve traded in manual entry for data integrity and gut feelings with the VantaScan™. Our approach is built on three pillars:
Absolute accuracy: We don’t move to strategy until the foundation is bulletproof.
VantaScan™: Our proprietary analysis model cross references your key inputs to identify:
Revenue gaps
Inefficiencies
Liquidity
Clarity and Plan: No jargon. A focused plan based on your actual data.
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 NG 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.
Our rates
vantascan™ diagnostic
For the CEO who needs a plan before making their next big move.
We don't just look at your goals; we look at your reality. This one-time deep dive includes a full QuickBooks Integrity Check to ensure your past data is accurate. We then pair that with the IOAsmart Growth Funnel Analysis and Benchmarking Questionnaire to identify exactly where the gaps are.
1 Time Fee | $787 | Get started
integrity core
For the CEO who wants bulletproof books and a clean slate every month.
High-level data integrity and monthly bookkeeping. We manage the day-to-day, so your financials stay 100% accurate, balanced, and tax-ready. This is the essential foundation required for any future scaling.
Monthly Investment | $450 | Get started
*Fees start at $450 and vary based on invividual needs
vantage performance
For the CEO who wants to start to implement strategy into their business.
This is where strategy begins. Combine Integrity Core (bookkeeping) with strategy sessions and a 90 day road map.
Monthly Investment | $800 | Get started
*Fees start at $800 and vary based on invividual needs
vantage scale
For the CEO who wants a permanent Vantage Point over their entire practice.
Highest level, for full business insights. It combines The Integrity Core (bookkeeping) with recurring Vantage Strategy Sessions. We can implement analytics and a full dashboard to monitor cash flow and keep a pulse on your business.
Monthly Investment | $1550 | Get started
*Fees start at $1550 and vary based on invividual needs
let’s connect.
Fill out the form and we will be in touch within 24 hours.
let’s kickstart your business.
NG Finances: Strategic Support For Your Clinic