Meeting monthly with the advisor is essential for maintaining accountability and for driving consistent progress in veterinary practice management. These meetings involve reviewing financial reports, monitoring progress on goals, evaluating systems documentation (SOPs), and addressing both challenges and successes. Practices with more than one veterinarian are encouraged to meet weekly, even briefly, to discuss wins,…

After the planning and assessment is completed, the Report of Recommendations serves as a concise summary of the data collected during the assessment, highlighting areas of concern and opportunities for improvement. This internal-use document acts as the foundation for developing a strategic practice plan, with prioritized goals and target dates for implementation. Critical issues are…

After the Discovery Meeting and it is mutually agreeable to the vet practice and CBAS, we enter the Planning and Assessment phase which is a comprehensive evaluation designed to uncover opportunities for growth and improvement within your veterinary practice. This stage typically requires 2–4 hours of the owner’s time, split across multiple meetings, and involves…

The complimentary discovery meeting is a vital first step in understanding a veterinary practice’s operations and challenges and the owner’s professional and personal goals. Unlike traditional CPA consultations that focus solely on accounting and tax needs, this meeting delves deeper into the practice’s history, pain points, and owner’s motivations. By exploring areas such as cash…

My goal is to evaluate the financial health of your practice and create a strategic plan to enhance income, streamline operations, and ensure long-term sustainability. With over 30 years of CPA experience working with small and large businesses, including veterinary practices, I have transitioned from traditional compliance work to serving as a trusted advisor. This…