Field Notes

Operator essays on billing, financial systems, and growth.

Written for therapy and ABA practice owners who want their numbers to make sense — and want to know what to do when they don't.

  1. Practice Finance · · 16 min read

    What Your Bookkeeper Should Actually Be Doing for Your Therapy or ABA Practice

    Most practice owners already pay someone for their books and still can't get their real questions answered. The four tiers of financial help, what each should produce every month, what each costs at market rates, and five questions to find out which tier you actually have.

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  2. Practice Finance · · 9 min read

    Cash Flow Forecasting for Therapy and ABA Practices: A 13-Week Forecast You Can Run Yourself

    A summer session dip doesn't hit the bank account until September, and nothing a practice normally looks at carries the warning forward. Why the bank balance fails as a dashboard, how the 13-week forecast works line by line, and a free template to run it yourself.

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  3. Practice Finance · · 11 min read

    Gross Margin for Therapy and ABA Practices: A Practice Owner's Guide

    Most practice owners read straight to the bottom line and miss where margin is actually made. How to restructure a therapy or ABA practice P&L around gross margin: counting revenue and labor in full, the three comp models, clinician utilization, and the benchmarks a healthy practice should hit.

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  4. Financial Leadership · · 12 min read

    Bookkeeper, CPA, or Fractional CFO: What Does a Therapy Practice Actually Need?

    A bookkeeper records what already happened; a CPA closes the year and files taxes. The forward-looking financial seat is the one most growing practices never explicitly hire for. The three roles, the six signs you've outgrown your setup, and when a fractional CFO genuinely isn't needed yet.

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  5. Billing & Revenue Cycle · · 20 min read

    The 5 Billing KPIs Every Growing Therapy Practice Should Watch Monthly

    Five numbers that, taken together, give you a clearer picture of your billing health than a month's P&L will. Benchmarks, formulas, and a 30-minute scorecard, written for growing therapy and ABA group practices.

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More essays on collections, financial systems, and practice growth are in the works. Get in touch if there's a topic you'd like covered.