(437) 561-6272

CPA Quick Support — a licensed CPA on call from $99/month.

Get an instant quote
Who we help · Psychotherapists · CFO services

A fractional CFO for the practice your caseload outgrew.

The moment you add an associate, your income stops being sessions times fee and becomes a margin on someone else's calendar, and many group-practice owners discover they own a business with margins they never priced. A fractional CFO puts numbers on the three things that decide whether a group practice works: the split, the rooms and the intake pipeline.

Therapist in session with a client

A group practice is a margins business

Your margin per associate is the split minus everything the split has to cover. Rent, reception or a virtual assistant, software seats, insurance, marketing and intake spend, and the management hours nobody bills: if a 60/40 arrangement leaves you 40 points and those costs eat 30 of them, you keep ten, before paying yourself anything for running the place. Most owners copied their split from another clinic's website. We price it from your own cost stack instead.

The tool is a per-associate contribution model: what each clinician's caseload brings in, what it consumes, what it leaves behind. It changes decisions immediately, from which associate to help fill first, to whether the next hire should be a clinician or an intake coordinator, to what a new associate's ramp really costs while their caseload builds and the room they occupy earns nothing.

Rooms are inventory

A practice's capacity is rooms times usable hours, and demand does not spread evenly across them: evenings and weekends fill first while weekday mornings sit empty. The useful measure is room utilization, booked hours divided by bookable hours, tracked per room per week, with revenue per room-hour beside it. Together they answer the expensive question, which is whether you need more space or better scheduling.

Telehealth is the release valve. Virtual sessions consume no room, so moving daytime-flexible clients online frees prime evening slots for people who need to be in the building. Model that before signing a bigger lease: an expansion pays only if the new rooms fill at the hours clients actually want, at rent the incremental margin can carry, and the utilization data tells you both in advance. The same math ranks a second location against densifying the first: new rent, new fit-out and a second intake pipeline, weighed against evening capacity you may already own but have never measured.

Contractor or employee is a numbers question too

Classification is a CRA issue first. Associates who set their own fees, control their schedules and carry their own financial risk look like contractors; associates whose practice you direct look like employees, and a reassessment means retroactive CPP, EI and penalties. But it is an economics question as well: employees cost payroll and bring schedule control and retention, while contractors flex with demand and can leave with their caseload. We model both before you write the next contract, and since psychotherapy became GST/HST-exempt in June 2024, how the split is papered carries tax consequences of its own, so the paper deserves a read before the CRA gives it one. And if you do run employees, source deductions, T4s and ROEs land on the practice; that machinery belongs in the books, delivered inside End-to-End Accounting, which keeps the CFO layer focused on decisions rather than data entry.

The monthly scorecard

A group practice runs on six numbers, reviewed monthly, each attached to a decision:

MeasureThe decision it feeds
Sessions delivered vs bookedWhether no-shows justify a firmer cancellation policy
Average realized feeWhether sliding-scale generosity has drifted past what margins carry
Margin per associateWhether each split is priced right, and who to help fill first
Room utilizationMore space, or better scheduling
Intake-to-first-session daysWhether marketing converts, or a waitlist is quietly leaking clients
Owner clinical vs management hoursWhat running the practice costs its most senior clinician

That cadence, a scorecard, a monthly review, and decisions with numbers attached, is what Fractional CFO means here: senior finance attention a few hours a month, sized for a practice that cannot and should not hire a full-time CFO.

Growing on purpose

Growth in this business is usually a leasehold: another room, a second location, a build-out where the soundproofing costs more than anyone expected. Those are financeable projects when the package is right, and this is where Tauro is unusual. Walla Assaf spent a decade in banking and corporate finance before founding the firm in Mississauga, and Business Financing Advisory assembles what a credit team actually wants to see: clean statements, utilization evidence that the current space is genuinely full, and projections a lender can stress-test. The scorecard above becomes the proof that the next room can carry its own rent.

Engagements start with a free 15-minute discovery call and a fixed written quote, and usually with one question: what is your margin per associate? If the answer is a guess, that is the first month's work.

Common questions

03
When does a therapy practice need CFO help?

When decisions about splits, rooms and hiring start to outrun gut feel, which usually happens once several associates and a lease depend on your pricing. A fractional arrangement delivers that judgment a few hours a month, long before a full-time hire makes sense.

What is a fair associate split?

There is no universal number. A split is fair when it covers your real cost stack, rent, admin, software, intake, and still leaves a margin for the practice, which is why we price it from your own numbers rather than another clinic's website.

Should my associates be employees or contractors?

It depends on the facts of control, tools and financial risk, and the CRA reassesses misclassification with retroactive CPP, EI and penalties. We model both the classification risk and the economics before you standardize the contract.

Keep exploring

03

Health & Wellness

Every health & wellness niche we work with.

Visit page

Psychotherapist accounting

Clean, light books underneath the whole practice.

Visit page

Chiropractor CFO services

Multi-disciplinary clinic growth and revenue-sharing math.

Visit page

Price the split, fill the rooms

A free 15-minute discovery call, no commitment. Walla replies within two business days, either way.

CPA Ontario
Client stories

Rated 5.0 on Google.

Instant quoteGet pricing in 2 minutes Call us(437) 561-6272