Do you need help growing or scaling your therapy practice? We work closely with mental health professionals to help you set ambitious financial goals—and reach them.
When it comes to running a successful private practice, relying on gut feet can only take you so far. Real success happens when you have a clear plan, set meaningful goals, and stay focused on reaching them—especially the big financial ones. This is where our financial coaching & fractional CFO services come in.
It’s tough to focus on helping clients when you’re worried about whether your practice can cover its expenses. We’ll create simple, clear projections so you always know what’s coming in, what’s going out, and how to plan for the future without the financial guesswork.
Client sessions, cancellations, and income—it can be hard to keep track of everything. We’ll show you which numbers actually impact your practice’s success and help you stay on top of them so you can make decisions that keep your practice thriving.
Ever wonder what would happen if you hired another therapist or adjusted your rates? With our “What if” forecasting, we map out different scenarios so you can see the impact on your practice before making a move. It’s like a crystal ball for your practive decisions—minus the guesswork.
Feeling overwhelmed but unsure if it’s time to hire? Wondering if your rates reflect the value you provide? We’ll help you figure out when to grow your team and how to price your services so your practice stays sustainable and rewarding.
If you want to dive deeper than your Profit & Loss Statement every month, then our CFO services may be the right fit for you. Here's what to expect when getting started with Traktion.
Our clients love working with us for our 1:1 attention, deep insights, and helpful financial support all year-round.
