Our Story
we didn’t learn this all from a textbook. we learned it from the inside.
After years in traditional financial compliance, we saw the exact same pattern repeating across healthcare clinics and trades businesses: brilliant operators drowning in administrative noise.
the gap we kept running into
I stepped away from transactional bookkeeping because traditional accounting is a rearview mirror; it tells you what happened last year, but it doesn't help you run the business today.
Working inside these companies, I saw the real bottlenecks. I saw clinic owners unable to step away because their office manager was the only person who knew how to run the complicated practitioner splits. I saw trades businesses where job costing simply didn't happen, and bills were paid based on gut feeling rather than a systemized cash flow review.
Founders were fighting broken software syncs late at night and watching their profit margins erode despite growing top-line revenue.
That gap is why NG Finances exists. As a Certified Professional Business Advisor (CPBA), I don't just review the books. I help owners fix their software integrations, eliminate hidden profit leaks, and build scalable back-office systems so they can finally give up the reins without losing control.
WHAT WE DO:
We build the engine. We design and implement financial systems and software pipelines so your system runs seamlessly.
We find the leaks. We run diagnostic scans (VantaScan™) to expose hidden operational inefficiencies and trapped cash.
We look forward. We provide monthly performance intelligence, benchmarking, and predictive "What-If" scenario planning.
WHAT WE DO NOT DO:
No Life/Mindset Coaching: We don't offer marketing, hiring, or generic growth advice. We live strictly in the software and financial world.
No Daily Bookkeeping: We don't do daily receipt matching or manual data entry.
No Corporate CFO Theories: We focus on practical, executable systems, leaving multi-entity tax legalities to our CPA/CFO referral partners.
the logic behind the strategy.
Hope is not a financial strategy. To ensure your growth decisions are based on hard data rather than gut feelings, we power our advisory with IOA Smart Software.
Here is exactly how we use it to map your clinic's growth:
Industry Benchmarking: Based on 7 pillars, we analyze your business to what an optimized business is performing at to see where we can improve.
The Live Growth Funnel: We use interactive calculators to map your exact revenue targets. We break down the math on how many leads, conversion rate improvements, and retained clients it actually takes to hit your top-line goals.
Live "What-If" Modeling: Before you make a new hire, expand your square footage, or buy another vehicle, we manipulate a live, projected Profit & Loss statement to map the exact cash flow impact of those decisions.
(Note: We leverage the Institute of Advisors' diagnostic tools and your historical QBO data as a strict mathematical guide to inform your strategic business decisions.)
let’s find out if this is a fit
thirty minutes with our team. We'll ask about your business, tell you straight if our framework can fix your operational bottlenecks, and you'll leave with absolute clarity on your next steps.
our commitment to you:
the four pillars of practice advisory
We don't just help your business scale; we partner with the people behind the practice. Our relationship is defined by four non-negotiable pillars:
Unfiltered Honesty: We do not dress up bad numbers. We give you the hard, unfiltered truth about your cash flow, profit leaks, and operational bottlenecks. You need a transparent foundation to scale.
Respected Expertise: You are the expert in the field or on the clinic floor; we are the experts in the back office. We operate strictly as high-level strategic partners executing a unified growth plan.
Financial Intelligence: Handing you a historical tax report does not help you grow. We translate complex data into actionable financial intelligence so you always know exactly which levers to pull to increase your net margin.
Tactical Collaboration: We don't just hand you a report and walk away. We work alongside your leadership team to implement the tech, rebuild the workflows, and turn raw insights into measurable expansion.
ready to identify your profit leaks?
Exposing profit leaks and building clean, scalable systems.