THE FINOPSYS

THE FINOPSYS

PRACTICE

PRACTICE

EDGE™

EDGE™

Financial Operations for Private Practices

Track insurance and private-pay revenue, reimbursements, refunds, clinicians, contractors, payroll, EHR and billing tools, telehealth, rent, and service-line reporting.

Track insurance and private-pay revenue, reimbursements, refunds, clinicians, contractors, payroll, EHR and billing tools, telehealth, rent, and service-line reporting.

Track insurance and private-pay revenue, reimbursements, refunds, clinicians, contractors, payroll, EHR and billing tools, telehealth, rent, and service-line reporting.

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See What’s Included

Practice Financial Overview

Practice Financial Overview

CARE

CARE

PRACTICE REVENUE

Clean books

NET INCOME

Tax-ready

Revenue Trend (YTD)

Patient Revenue

Revenue and reimbursement view

ESTIMATED TAX

Tax-ready records

Q2 Estimate

Clean books YTD

Built Around Your Business

Built Around Your Business

Industry operating plan

Premium Consultation

Bookkeeping, payroll support, reimbursement tracking, tax coordination, clinician compensation support, and financial guidance tailored to solo therapists and growing private practices.

Bookkeeping, payroll support, reimbursement tracking, tax coordination, clinician compensation support, and financial guidance tailored to solo therapists and growing private practices.

You care for clients;

You care for clients;

we keep the practice healthy.

we keep the practice healthy.

GIVE YOU BACK YOUR SESSIONS.

GIVE YOU BACK YOUR TIME.

BUILT FOR PRACTICES

BUILT FOR PRACTICES

Everything You Need. Nothing You Don’t.

Everything You Need. Nothing You Don’t.

PRACTICE BOOKKEEPING

PRACTICE BOOKKEEPING

Track session revenue, EHR tools, rent, payroll, insurance, and clinical expenses.

MONTHLY REPORTING

MONTHLY REPORTING

P&L, Balance Sheet, Cash Flow, and tax reserve visibility every month.

PAYROLL & CONTRACTORS

PAYROLL & CONTRACTORS

Manage clinicians, admin support, contractor payments, W-9s, and payroll.

REIMBURSEMENT TRACKING

REIMBURSEMENT TRACKING

Separate private pay, insurance reimbursements, adjustments, and write-offs.

QUARTERLY TAX GUIDANCE

QUARTERLY TAX GUIDANCE

Estimated tax planning for owners, clinicians, and growing practices.

DEDICATED MANAGER

DEDICATED MANAGER

A real person who understands private practice operations and cash flow.

GROWTH PATH

GROWTH PATH

Upgrade to payroll, tax prep, group practice reporting, and CFO support.

01. Capture

Transactions, payroll inputs, bills, receipts, and questions stay organized before month-end.

02. Close

Books are reconciled, reviewed, and packaged with the reports that guide decisions.

03. Grow

Clean data surfaces cash needs, margin shifts, tax readiness, and next-stage support decisions.

Choose the support model that fits your operating stage.

Choose the support level that fits your stage.

Choose the support level that fits your stage.

Start with clean monthly operations, then layer in payroll, deeper reporting, cleanup, and advisory support as your business grows.

A premium consultation helps match the right support level to your stage.

THE PRACTICE FOUNDATION

THE PRACTICE FOUNDATION

For professionals who need clean books, tax-ready records, and reliable monthly reporting.

THE GROUP PRACTICE STACK

THE GROUP PRACTICE STACK

For teams ready for deeper planning, stronger reporting, cleanup, payroll, and strategic financial support.

For established businesses ready for deeper planning, stronger reporting, and more strategic financial support.

Specific tax, entity, payroll, and strategic support depends on your needs, engagement scope, and coordination with the appropriate professionals.

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From early traction to a finance-ready operation

FROM SOLO THERAPIST TO GROUP PRACTICE

We Grow With You As Your Clinical Practice Grows.

We Grow With You As Your Clinical Practice Grows.

We Grow With You As Your Clinical Practice Grows.

Whether you are operating independently or building a multi-provider practice, FinOpSys helps you manage the financial side with clarity and control.

Whether you are operating independently or building a multi-provider practice, FinOpSys helps you manage the financial side with clarity and control.

Stage 01 — Solo therapist: Keep session income, platform fees, continuing education, and deductible expenses organized.

Stage 01 — Solo therapist: Keep session income, platform fees, continuing education, and deductible expenses organized.

Stage 01 — Solo therapist: Keep session income, platform fees, continuing education, and deductible expenses organized.

Foundation: track patient revenue, reimbursements, rent, EHR tools, supplies, contractors, and monthly books.

Categorize activity, reconcile accounts, and stabilize the first reporting rhythm.

Stage 02 — Established practice: Add monthly reporting, tax planning, and visibility into payer mix, expenses, and cash flow.

Stage 02 — Established practice: Add monthly reporting, tax planning, and visibility into payer mix, expenses, and cash flow.

Stage 02 — Established practice: Add monthly reporting, tax planning, and visibility into payer mix, expenses, and cash flow.

Growth: add payroll coordination, clinician compensation support, insurance revenue reporting, and quarterly tax planning.

Lock in monthly close, payroll coordination, and tax-ready source documents.

Stage 03 — Group practice: Support provider payments, payroll, contractor tracking, and multi-clinician financial reporting.

Stage 03 — Group practice: Support provider payments, payroll, contractor tracking, and multi-clinician financial reporting.

Stage 03 — Group practice: Support provider payments, payroll, contractor tracking, and multi-clinician financial reporting.

Scale: manage group-practice payroll, contractors, multi-provider expenses, cash flow, and service-line reporting.

Add cash-flow, margin, and KPI reporting so decisions are backed by clean data.

Stage 04 — Practice owner: Build advisory dashboards, planning support, and finance rhythms for a sustainable clinical business.

Stage 04 — Practice owner: Build advisory dashboards, planning support, and finance rhythms for a sustainable clinical business.

Stage 04 — Practice owner: Build advisory dashboards, planning support, and finance rhythms for a sustainable clinical business.

Layer in planning support, cleanup projects, and strategic financial guidance.

Optimize: use forecasting, practice KPIs, tax coordination, and financial reporting to guide clinic growth.

Human Led

AI Supported

Secure workspace

Secure

Secure workspace

Controlled access

Practice / Real Support


Build a cleaner financial operation for your practice.

Build a cleaner financial operation for your practice.

Build a cleaner financial operation for your practice.

Spend less time on books and more time supporting clients.

Spend less time on books and more time supporting clients.

Schedule a Consultation

Schedule a Consultation

Contact Us

Contact Us

Income sources

Categorized records

Monthly reporting / tax readiness

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