Direct Care Services Pricing FAQ Resources Free Consultation

The outsourced finance and accounting team for growing businesses.

Full accounting, payroll, and fractional CFO strategy — from a team that becomes your financial partner. We handle the numbers so you can focus on running your business.

Business Snapshot · Current Month
Revenue
$52k
Margin
41%
Monthly Revenue
▲ 18% vs. Nov
$60k$40k$20k$0
$52k
NovDecJanFebMarApr
Reviewed by your CFO
Cash on hand
$84,210
Next milestone
$75k/mo
Fluent in the stack you already use

Financial expertise for businesses that are ready to grow

We work with business owners who are done guessing at their numbers and ready for a real financial partner.

Direct Care & Membership Medicine

DPC, concierge, direct specialty care, and functional medicine practices. This is our deep specialization — we know the model inside and out.

Learn more →

Professional Services

Consultancies, agencies, and service-based businesses with recurring revenue — we keep your financials clean so you can focus on clients.

Small & Growing Businesses

Owner-operated businesses that have outgrown DIY accounting and need a finance team that scales with them.

Your financial operations, fully handled.

From monthly close to CFO strategy, we manage the accounting and financial operations behind your business — so you always know where you stand.

Monthly Accounting

Clean, current financials every month — so you always know exactly where your business stands.

  • Reconciliations & categorization
  • Revenue tracking by service line
  • Visual reports you'll actually read

Payroll & Controller

Hand off payroll and day-to-day finance operations to a team that gets growing businesses.

  • Payroll coordination & AP automation
  • Monthly close, run like clockwork
  • Spend & approval controls

Fractional CFO & Advisory

A strategic partner who turns your financials into clear options and confident next moves.

  • Cash flow, pricing & hiring strategy
  • Budgets, forecasts & growth planning
  • Multi-location & expansion modeling

Flat monthly fee, customized to your business.

We quote on size, complexity, and the support you need. Here's where businesses like yours typically land.

Example 01
Essentials
$525/mo
Small business with straightforward accounting needs and clean financials as the priority.
1–2Staff
< $500kRevenue
LowComplexity
Included
  • Monthly categorizations
  • Monthly reconciliations
  • Monthly financial statements
  • Quarterly strategy calls
Get my custom quote
Example 02
Growth
$900/mo
Growing business with staff payroll and a need for clean financials and cash flow visibility.
4–8Staff
$500k–$1.5MRevenue
MedComplexity
Included
  • Full accounting
  • Payroll management
  • AP automation
  • Monthly financials
  • Budget vs. actual
  • Quarterly strategy calls
Get my custom quote
Example 03
Scale
$1,600/mo
Established business with complex payroll, multiple revenue streams, and CFO-level strategic guidance.
10–20Staff
$1.5M+Revenue
HighComplexity
Included
  • Full accounting
  • Payroll & AP
  • Monthly financials
  • CFO advisory
  • Monthly strategy calls
  • Growth planning
Get my custom quote

Tell us about your business and we'll send a flat monthly quote tailored to exactly what you need.

The honest answers.

How does pricing work? +
One flat monthly fee, quoted up front based on your size, complexity, and the support you need. The three examples above show typical ranges — your exact quote comes after a quick call.
Do I have to switch software or tools? +
No. We work with the tools you already use, including QuickBooks, Stripe, Ramp, Gusto, Bill.com, and most industry platforms. We meet your business where it is and build from there.
What kinds of businesses do you work with? +
We specialize in direct care, concierge, and functional medicine practices — but we also work with professional service firms and growing businesses of all kinds. If you need clean financials, strategic guidance, and a team that actually understands your business, we should talk.
How fast can we get started? +
Most businesses are fully set up within their first 30 days, including any system clean-up. It starts with a 20–30 minute discovery call — no obligation, and you'll leave with a clear read on your current setup.
Will you work with my existing CPA or tax preparer? +
Absolutely. We partner with your CPA throughout the year — keeping your financials clean, organized, and current so nothing piles up. At year end, we act as the first line of defense and liaison between you and your tax preparer, making sure they have everything they need to file accurately and on time. Don't have a CPA? We'll refer you to trusted tax partners.

The business side of medicine, in your inbox.

Tackling the business issues affecting direct care, concierge, and functional medicine — pricing, cash flow, hiring, and growth.

Latest issue

Pricing for Membership Medicine — Part One: The Two Models That Matter

5 min read

The two pricing approaches every membership practice should understand — desired-profit vs. market — and how to read the gap between them.

Read it on Beehiiv

Ready for a finance team that actually knows your business?

Book a 20–30 minute discovery call. We'll learn your business, your goals, and exactly where Osprey CFO fits.

Request a Free Consultation
Run the business.We'll run the numbers.
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