You Can Help People
and Be Well Paid At the Same Time

Welcome to The Concierge CFO

 

 I know your story….

 
 

You’re feeling overwhelmed as your revenue reaches new heights. You started out wanting to just help people. Running a successful practice comes with a side of stress. You’re asking questions like: Do I hire? Can I afford to hire? How do I manage insurance? What if I want to grow without running a group practice?

You are TIRED of having to see sooooo many clients a week to keep the lights on. At some point, you know you won’t be able to continue to operate like this. You’ve thought about what life could be like if you were no longer in private practice and you’re torn between staying and leaving the industry because of your OWN mental health.

You feel like you’re making things up as you go along and don't really pay attention to things other than ensuring I have enough for my quarterly taxes, and monthly practice expenses and to pay yourself. You'd like to understand my spending more and how to invest more in your business

Finances have never been a strong suit. You want to improve your knowledge and grow the business to be profitable. You know the areas you need assistance with so empowerment and strategy would be helpful in helping you hit your goals.

 
 
 

 Imagine if you could:

  • Had a custom plan tailored to how you define success for your business

  • Worry less about whether you're making the most of the money you've worked so hard to earn - your finances will be working for you, helping you achieve the lifestyle you've always dreamed of.

  • Grow your practice and do so with confidence that you’re handling the financial piece wisely and soundly.

  • Experience financial security and safety. This practice is potentially your only source of income and maybe you don’t have a second income from a partner to supplement the ebbs and flows in your business. You want to be able to feel good about where you are financially.

  • Live the life you imagine and deserve. Take time off. Go on the trip. Work 3 days a week. Pay off that student loan debt. Ease into your mornings. Order at the restaurant without having to check your bank account first.

Client Testimonial

“The Concierge CFO's focus on cash flow has been invaluable for my business. Their expertise and knowledge in this area far surpass anything I could have ever done on my own. They are helping me make smarter financial decisions and setting up my business finances for success so I can reach my financial goals.”

Sarah H.

 

The Services

 
 

Designed for new, solo, and small group practices

This unique accelerator spans 6 weeks, combining coaching and advising. In this focused environment, you'll explore crucial financial aspects, with a spotlight on cash management.

This is best for practice owners making between $5k - $20k.

IF YOU DON’T HAVE A SOLID FINANCIAL FOUNDATION, THIS IS FOR YOU.

We guide you to think like a business owner, understand the revenue-profit distinction, and create your financial groundwork through a Profitable Practice Plan.

 

Designed for busy, growth-oriented practice owners

Intensives tackle specific challenges like cash management, revenue growth, and increasing profitability in your business.

This is best for practice owners making around $10k-$30k a monthly revenue.

IF YOU LACK CERTAINTY AND DON’T HAVE TIME TO WASTE, THIS IS FOR YOU.

We have an in-depth 90-minute Growth Planning Intensive Meeting and you walk away with a custom 12-month Profitable Practice Plan.

 

Designed for growth-oriented practice owners looking to scale through your personal brand or a group practice

Quarterly CFO Services is an ongoing partnership where Ashley is actively managing various financial aspects of your business for sustained growth and strategic guidance, setting the stage for long-term financial excellence.

This is best for practice owners bringing in 30k-50k in monthly revenue.

YOU LACK TIME AND DESIRE STRATEGIC GUIDANCE.

We focus on refining financial operations by developing robust systems and processes, ensuring your business is organized for optimal efficiency.

 

Meet the Team

  • Ashley Harlan, CEO + CFO

    Hey, hey!

    I’m Ashley, a Southern connoisseur of fine foods, gospel music, and basketball. I deeply believe that entrepreneurship is key to closing the racial and gender wealth gaps because the opportunities as an OWNER are UNLIMITED.

    I have almost 2 decades in the money game and my experience spans from banking to investments to financial consulting. I’ve always had a desire to empower and teach others how to grow and manage your money. Financial safety, security, and abundance is something I believe each person deserves.

    In 2017, I had an AVM which caused me to have a brain bleed. It was a turning point in my career. With my therapist’s help, I realized I was living beneath my purpose and I took a leap of faith to run this business full-time in 2021. My therapist led me to focus on mental health professionals. The Concierge CFO wouldn’t be here today if it wasn’t for her. I almost lost my life and her support was critical in my surviving that season.

    I know FIRSTHAND the life-changing work you do. And I’ve seen how the heaviness of caring for others leads you to burnout, being underpaid, and being overworked. So, I’ve dedicated my business to serving and advising YOU on growing a mental health business that provides you with the impact you were called to have without sacrificing the income you need to survive and thrive.

  • Bria Evans, Financial Operations

    No more financial chaos—say hello to clarity with Bria, Your Financial Operations Expert. Bria's all about crafting systems and processes that are tailor-made for mental health business owners like you.

    Her goal? To guide you through getting your finances together. As a CFO client, Bria will partner with your bookkeeper and you to create an organized system and process to manage all the moving parts of your growing mental health business. Bria supports our fractional CFO clients at The Concierge CFO.

  • Mona Sharma, Financial Analyst

    No more financial uncertainty—say hello to sharp financial insights with Mona, Your Financial Planning Analysis Whiz. Mona specializes in cutting through the complexity, delivering practical advice designed specifically for mental health business owners like you.

    What's the deal? Mona's is responsible for crunching your numbers and providing you with financial data that helps you to make the best financial decisions for your business. Mona takes away the excuse of “I’m not a numbers person” from you because she does all the heavy lifting on your behalf. Mona supports all of our clients at The Concierge CFO.

  • Erica Bast, Client Concierge Executive

    Experience True Concierge Service.

    Meet Erica, Your Personal Concierge CFO Executive.

    At The Concierge CFO, our goal is to provide you with the ultimate concierge experience, and Tiffani is here to make that happen. As your go-to point of contact, she will ensure that all of your needs are met and that you always feel taken care of. From weekly communication to answering any questions you may have, Erica is dedicated to delivering the highest level of client satisfaction. Trust her to be your guide to an exceptional financial journey throughout all of our services at The Concierge CFO.

 

We knew you’d have questions, so…

 

FAQs

  • Intensives tackle specific challenges like cash management, revenue growth, and increasing profitability in your business. They are for those making around $10k-$30k a month and struggling with the lack of certainty in their financial situation. This is the best option for you if you are short on time, know what you need help with, and need a focused approach to address immediate needs.

    Quarterly CFO Services is an ongoing partnership where Ashley is actively managing various financial aspects of your business for sustained growth and strategic guidance, setting the stage for long-term financial excellence. We focus on refining financial operations by developing robust systems and processes, ensuring your business is organized for optimal efficiency. Additionally, our in-depth planning for growth encompasses strategic elements like hiring, capital acquisition, and optimizing owner's compensation. This comprehensive approach sets the stage for not just financial stability but sustained growth and wealth building for you as an owner.

  • The entire process typically spans 3 to 6 weeks. The duration varies based on your pace in completing the Strategic Foundation pre-work and scheduling your dedicated 90-minute Growth Intensive Meeting. We understand the importance of a personalized and thoughtful approach, and this timeline allows us to craft a comprehensive Profitable Practice Plan tailored to your unique business needs.

  • Yes, we offer an optional quarterly support package tailored to your specific needs after completing the intensive. This customized support ensures that you receive guidance and assistance aligned with the evolving requirements of your practice, enhancing the long-term impact of the Profitable Practice Plan.

  • 1️⃣ If immediate financial stability is your primary concern, start with Cash and Compensation.

    2️⃣ If you're looking to increase your income and fine-tune pricing, prioritize Revenue and Pricing.

    3️⃣ If your focus is on long-term success, growth, and strategic planning, dive into Profitability and Growth Strategies.

  • For newer practice owners, solo practitioners, and those uncertain about their growth path, our Profit Practice Accelerator is the ideal solution.

    This unique group program spans 6 weeks, combining coaching and advising. In this focused environment, you'll explore crucial financial aspects, with a spotlight on cash management.

    The program aims to shift your mindset from employee to business owner, establishing a solid financial foundation for your practice. We guide you to think like a business owner, understand the revenue-profit distinction, and create your financial groundwork.

    At the accelerator's conclusion, you'll leave with a personalized Profitable Practice Plan, equipping you with clear steps to increase cash flow and pave the way for lasting financial success in your mental health practice.

  • Absolutely! Yes, you can schedule a call with Ashley to discuss any questions or gather more information before applying. We understand the importance of making informed decisions, and Ashley is here to provide the clarity you need. Simply reach out to schedule your call and ensure this program aligns perfectly with your goals and needs.

    Schedule Here