Strategy at the top, a clean close underneath. One firm, one flat monthly fee — for owner-led businesses and practices.
We work with business owners who are done guessing at their numbers and ready for a real financial partner.
Established, owner-led businesses that have outgrown their accounting setup and need a finance team that scales.
Learn more →DPC, concierge, direct specialty care, and functional medicine practices. This is our deep specialization.
Learn more →Law firms, consultancies, agencies, and engineering firms — financials built around utilization and project margin.
Learn more →Accounting, controller, and CFO — the whole finance function under one roof. Start where the pain is. Grow into the rest.
Clean, current financials every month — so you always know exactly where your business stands.
Hand off payroll and day-to-day finance operations to a team that gets growing businesses.
A strategic partner who turns your financials into clear options and confident next moves.
Most competitors do one rung. We run all three — which is why the strategy is built on numbers we actually trust.
From first call to fully onboarded — usually within 30 days.
Tell us where the finance function hurts. Tom personally reviews every request — most hear back the same day.
One flat monthly fee based on your size, complexity, and support level. No hourly billing, no surprise invoices.
We connect to the tools you already use, clean up what needs cleaning, and land your first close on schedule.
The same business, before and after a real finance function.
Tackling the business issues affecting direct care, concierge, and functional medicine — pricing, cash flow, hiring, and growth.
How to price your membership practice from the inside out — start with your goals, add your real costs, and back into a number that works.
Read it on Beehiiv →Schedule a 20–30 minute discovery call. We'll learn your business, your goals, and exactly where Osprey CFO fits.
Request a Free Consultation →