Welcome to Pinnacle Management Accounting—Where Your Growth Isn’t Optional, It’s Inevitable

Without strategic financial oversight, you’re simply guessing at how to scale. At Pinnacle, we change that. We help growing clinics and small businesses optimize profitability, improve cash flow, and create a roadmap for long-term success—because you can’t confidently expand or seize new opportunities without a clear financial strategy.

Backed by a Certified Management Accountant (CMA) with 16+ years in healthcare, we identify inefficiencies, uncover hidden revenue, and boost margins in as little as 30 days. Having managed over $500M in budgets annually and increased profitability by 25%+ for our clients, we ensure healthcare providers can focus on patient care while their finances thrive.

⭐⭐⭐⭐⭐ 5-Star Rated & Trusted by Clinics Nationwide

Elevating Your Business Beyond Numbers

  • Because you can’t fix what you can’t see. Ideal for small clinics needing a solid financial foundation—no more guesswork.

    • Monthly Financial Reporting & Cash Flow Analysis – Know exactly where your money goes and uncover hidden opportunities.

    • Budget Tracking & Forecasting – You can’t plan for growth if you can’t predict it.

    • Compliance & Financial Health Check – Stay aligned with regulations and avoid costly surprises.

    • 1 Strategy Call per Month – Get actionable guidance from a seasoned CMA to keep you on track.

  • You can’t scale sustainably without proactive financial oversight. Perfect for growing clinics seeking both day-to-day management and a clear path to long-term success.

    • Everything in Tier 1, Plus:

    • Revenue Cycle Management & Expense Optimization – Capture every dollar and cut waste so your profits don’t leak away.

    • Profitability Analysis & Custom KPIs – Track exactly what matters to drive revenue and secure a stronger bottom line.

    • Monthly Financial Strategy Sessions – Move from reactive guesswork to proactive planning with a seasoned expert at your side.

    • Support with Loan & Funding Decisions – Make growth investments with confidence, backed by data-driven insights.

  • At this level, guesswork isn’t an option. Best for scaling clinics that want the full power of a CFO—without the overhead of hiring in-house.

    • Everything in Tier 2, Plus:

    • Full Financial Leadership & Strategic Advisory – Position your clinic for robust, sustainable growth with expert guidance at every step.

    • Proactive Tax Planning & Risk Management – Safeguard your assets and minimize liabilities before they become costly problems.

    • Real-Time Performance Tracking – Stay agile with up-to-the-minute insights that inform decisive action.

    • Biweekly or Weekly CFO Strategy Calls – Collaborate directly with a dedicated financial leader, driving momentum and accountability.

Services

Who We Serve

  • Naturopathic clinics

    We partner with naturopathic clinics that prioritize holistic and natural approaches to patient care. Whether you're focused on personalized treatments, integrative medicine, or preventive health, we provide tailored financial packages to help your clinic thrive - allowing you to do what is most important: helping patients.

    Naturopathic Clinics

  • Alternative Medicine Practices

    From acupuncture and chiropractic services to holistic wellness centers, we serve a wide range of alternative medicine practices. Our financial expertise supports your mission to offer patients a balanced, holistic approach to health, ensuring your practice operates smoothly and profitably.

    Alternative Medicine

  • Growing and Expanding Clinics

    Are you a clinic experiencing rapid growth or planning to expand your services? We specialize in guiding growing practices through the financial complexities of scaling up. Our strategic CFO services provide the financial leadership needed to manage growth while maintaining financial health and stability.

    Growing Clinics

The Pinnacle Advantage

The Pinnacle Advantage: Where Financial Strategy Meets Sustainable Growth

At Pinnacle Management Accounting, we don’t just balance your books—we design the path to your clinic’s long-term success. Led by a Certified Management Accountant (CMA), our approach is bigger than basic bookkeeping and compliance. It’s about creating data-driven strategies that boost profitability, improve cash flow, and position you for sustainable growth.

Why Choose Pinnacle?

1. Expertise That Drives Results - With a CMA at the helm, we focus on strategic financial leadership—optimizing profits, managing cash flow, and guiding your clinic toward the next level of success.

2. Precision & Accuracy You Can Trust - Gain peace of mind from reliable, actionable insights that cut through the chaos and help you make faster, smarter decisions.

3. Cost Efficiency That Protects Your Bottom Line- Streamline processes, eliminate inefficiencies, and uncover hidden savings—so you can invest more in patient care and clinic growth.

4. Actionable Insights That Fuel Growth - Complex financial data becomes clear, targeted strategies, giving you the roadmap to increase revenue, improve cash flow, and expand sustainably.

5. Compliance & Risk Mitigation - Stay ahead of regulations and avoid costly pitfalls with expert guidance on compliance and proactive risk management.

More Than Just Accounting—It’s Financial Leadership

From fractional CFO services to growth-focused financial strategies, Pinnacle Management Accounting delivers the expertise and support you need to thrive. Let us be your partner in driving profitability, improving financial performance, and turning your clinic’s vision into reality.

What People Are Saying

  • ⭐⭐⭐⭐⭐ - Excellent to work with!

    "Emily was excellent to work with. She has great communication, superb work and delivered on time. Highly recommend."

    -Ricardo, Illume Inovation

  • ⭐⭐⭐⭐⭐ - Wen out of her way to help!

    "Emily was very good to work with - she went out of her way to do more research than asked and was available to talk through the deliverable to ensure everything was understood well."

    -Benjamin, Start-Up

  • ⭐⭐⭐⭐⭐ - Custom Dashboard creation is amazing!

    “Emily distills complex information and scenarios into understandable dashboards and reports that allow us to make life-altering decisions. She has single-handedly raised the bar in our financial management.”

    - Hillary, OHSU