Numbers
Your busiest customer may be your least profitable
Why we look at margin by customer before anything else, and the three questions that usually follow.
Celia Moreau
Team
Celia Moreau
Partner, finance
Focus areas
- Healthcare practices
- Margin and pricing
- Cash and inventory
Celia is a CPA who spent a decade as CFO of a group of healthcare practices. She makes sure every plan we write adds up.
Celia trained as an accountant in New York and spent ten years as CFO of a group of dental and veterinary practices, growing it from four sites to nineteen.
How she works
Celia looks at margin by customer and product before anything else, because the busiest work is not always the work that pays. She builds every scorecard we hand over, and she makes sure the numbers come from systems you already have.
Recent work
She led our work with Fernlea Dental Group and Wren & Fold.
Insights
Insights by Celia Moreau
Numbers
A scorecard on one page
Five to eight numbers, each with one owner and one source. Anything more is a report.
Celia Moreau
