Kaizen CFO/blog
Veterinary Controller

Controller Services for Veterinary Practices


The consolidators buying up vet practices run tight monthly numbers on every clinic they own. A controller puts that same rigor on your side — production-to-collection, DVM P&Ls, inventory that's actually counted — whether you're growing, holding, or just tired of guessing.

Veterinary clinic reception area

Production, collection, and inventory all need review

Your PIMS tells you what you produced. It doesn't tell you what collected after adjustments and write-offs, or how much cash is tied up in a pharmacy and inventory that quietly shrinks. A controller reconciles production to collection to the bank, and keeps inventory honest, so the P&L reflects real money rather than optimistic paperwork.

Services, retail, and pharmacy earn very differently, and online competition is squeezing the last two. A controller breaks margin out by line and reviews it monthly, so you defend the pharmacy dollar on purpose instead of out of habit.

What a controller adds over a bookkeeper

A bookkeeper records the transactions. A controller makes them right and turns them into a reviewed package: DVM-level P&Ls, inventory discipline, wellness-plan liability, and the KPIs a practice runs on — collections ratio, revenue per DVM, average client transaction.

Running or building toward multiple clinics, standardized reporting is what lets you compare them fairly and keep your own numbers ready in case a consolidator ever comes knocking.

How Kaizen runs it

We sit on top of your bookkeeping — ours or yours — and run a documented monthly close on the same date every month. PIMS production and collection get reconciled to the accounting and the deposits so the three finally agree.

Then the improvement part we're named for: each month the categories get sharper and the review catches more before it reaches you. Controller judgment without the salary or the eventual two-week notice.

What's included

  • Reviewed monthly financials with a documented, same-date close
  • Production-to-collection reconciliation to the deposits
  • Per-DVM and service-line P&Ls
  • Inventory and pharmacy discipline
  • Wellness-plan liability recognized across the plan
  • Insurance and patient AR aging watched before it stales
  • Standardized reporting across locations for clean comparisons
  • Oversight of your bookkeeper or bookkeeping team — a second set of senior eyes
New engagements usually begin with the 1-2-3 CFO™ Reset: Month 1 clean, reconcile, and count inventory, Month 2 stand up DVM P&Ls and KPIs, Month 3 systems and a budget.

Pricing

$3,000–6,000/moscoped to providers, locations, and volume · no contract
~$120K+/yrwhat a full-time controller costs fully loaded — the consolidators already pay for theirs
One hire, one riskan in-house controller who needs managing and takes your reporting with them when they leave
Team + reviewcontroller oversight plus a bookkeeping team and a close that doesn't wobble

Straight answers

We have a bookkeeper and a CPA. Why a controller?

Your bookkeeper records and your CPA files; a controller runs the monthly numbers in between — reconciled production, DVM P&Ls, inventory. Many practices keep both and add us on top.

Do you reconcile to our PIMS?

Yes — production and collection get tied to the accounting and the bank deposits, so the three agree. That reconciliation is where a surprising amount of missing money turns up.

A consolidator is circling. Can you help?

Yes — we keep your financials diligence-ready and your numbers clean, so you evaluate any offer from real data instead of trusting the buyer's spreadsheet.

Single-DVM practice. Overkill?

Sometimes, and we'll tell you. A strong bookkeeper and a KPI report may be enough until you add a second DVM or a second location to compare.

Free 20-minute books assessment

We'll show you the five things we'd fix first in your books — useful whether you hire us, hire someone, or do neither.

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