Joseph Purtill

I help solo lawyers, doctors and dentists understand their real profit margins and costs

Book a session

I work with independent medical, dental, legal, and therapy practices on their financial strategy and oversight—from analyzing billing cycles and overhead costs to planning for growth and expansion. I help practice owners move beyond guesswork and make decisions grounded in clear financial data.

Greater NYC Area
Accounting & Bookkeeping

Services

1:1 Video Call

Book a private video call to find out the answers to your questions and see if we’d be a good fit together in accomplishing your goals.

30 minFree
Bookkeeping Diagnostic

In this session - we can walkthrough and do a high-level one hour overview of your books - see what’s working and what needs to optimized and resolved. We can discuss a longer term engagement based on your individual needs if we both feel there is a good fit.

1 hour$150.00
Monthly Fractional CFO Advisory Discusson

This is a one time Fractional CFO Advisory discussion. In this chat, we can discuss any concerns or questions you have about your business/practice financials, accounting strategy, cashflow, purchases/investments. Longer term options can be discussed if you are happy and we both determine a longer term working relationship makes sense. Pricing will be negotiated based on the services needed.

1 hour$250.00