Welcome to Pinnacle Management Accounting—Your Financial Partner in Business Growth

We help growing clinics and small businesses optimize profitability, improve cash flow, and scale sustainably by providing high-level financial strategy and oversight from a Certified Management Accountant (CMA) with 16+ years in the healthcare industry..

In just 30 days, we identify financial inefficiencies, uncover hidden revenue opportunities, and create a clear roadmap to increase profits, free up time, and position clinics for long-term success. With over $100M in budgets managed annually and a proven track record of helping businesses increase profitability by 25%+, we ensure that healthcare providers can focus on patient care while their financial health thrives.

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

Elevating Your Business Beyond Numbers

  • Ideal for small clinics needing foundational financial management.

    • Monthly financial reporting & cash flow analysis

    • Budget tracking & forecasting

    • Compliance & financial health check

    • 1 strategy call per month

  • Perfect for growing clinics that need financial oversight & strategic planning.

    • Everything in Tier 1, plus:

    • Revenue cycle management & expense optimization

    • Profitability analysis & custom financial KPIs

    • Monthly financial strategy sessions

    • Support with loan & funding decisions

  • Best for scaling clinics needing full CFO services without hiring in-house.

    • Everything in Tier 2, plus:

    • Full financial leadership & strategic advisory

    • Proactive tax planning & financial risk management

    • Real-time performance tracking

    • Biweekly or weekly CFO strategy calls

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

At Pinnacle Management Accounting, we don’t just handle numbers—we create financial strategies that drive growth, optimize cash flow, and ensure long-term success.

What makes us different? Unlike traditional accounting firms that focus solely on bookkeeping and compliance, we offer high-level financial strategy with the expertise of a Certified Management Accountant (CMA)—a distinction that sets us apart in the industry.

Why Choose Pinnacle?

1. Expertise That Drives Results - With a Certified Management Accountant (CMA) leading the way, we specialize in financial strategy, profitability optimization, and cash flow management—not just keeping the books balanced.

2. Precision & Accuracy You Can Trust- We provide accurate, data-driven financial insights that empower you to make smarter, faster decisions—without the stress of financial uncertainty.

3. Cost Efficiency That Protects Your Bottom Line- Our strategic approach helps streamline processes, eliminate inefficiencies, and uncover cost-saving opportunities, ensuring your clinic operates at maximum profitability.

4. Actionable Insights That Fuel Growth- We translate complex financial data into clear, actionable strategies—giving you the roadmap to increase revenue, improve cash flow, and scale sustainably.

5. Compliance & Risk Mitigation- With extensive knowledge of financial regulations and industry standards, we ensure your business stays compliant and financially secure, minimizing risks and liabilities.

The Pinnacle Advantage: More Than Just Accounting

We go beyond traditional accounting services—we provide the financial leadership your business needs to thrive. Whether you need a fractional CFO, growth-focused financial strategy, or expert guidance on optimizing your clinic’s financial performance, we’re here to help.

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