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explore the vitalcore framework

Why Most PT Owners Feel Stuck even as Revenue Grows:

Revenue is increasing. Patients are coming in. The business looks successful from the outside. But underneath?

Profit feels inconsistent
Taxes feel unpredictable
Decisions feel unclear

Because most practices are built on revenue… not financial structure. Without structure:

Growth creates complexity and complexity reduces profit and taxes quietly take more than they should.


You work hard to grow your Physical Therapy practice. Your numbers should feel just as strong.

together

Let's Work

See exactly where your money is going and what your true profit looks like — with clean books, clear reporting, and visibility into tax exposure.

Intentional entity, compensation, and planning design that reduces unnecessary tax friction and supports how your practice actually operates.

Protect what you earn and allocate profit intentionally so hiring, expansion, and long-term wealth are supported by strategy, not guesswork.

With over 20 years of experience as a CPA, I’ve helped hundreds of businesses and high-net-worth individuals navigate taxes with clarity and confidence. Today, I bring that same strategic thinking to physical therapy practice owners to provide clear visibility into your profit and cash flow, understanding your margins and confidence in making financial decisons.

I'm Josette

Hello

What this looks like in Practice:

-changing lives

When your finances are in order, you can focus on what you do best

-lisa t.

"I wasn’t sure if hiring a CPA was worth it, but Josette completely changed my mind. I assumed our CPA was handling everything correctly.She identified compensation adjustments and accountable plan opportunities.. We kept more cash in the business and now understand why we’re doing what we’re doing. It’s not just compliance. It’s strategy.”

-denise d.

"We were collecting well, but I had no idea if we were actually profitable. Tax season felt reactive. Josette reviewed our financials and identified structural changes, including a management structure and QBI optimization."

-jeffrey m.

"Josette helped me save over $20,000 on my taxes last year by identifying deductions I didn’t even know I was eligible for. With her guidance, I was able to give more to the causes I care about. Her expertise has made a meaningful difference in both my work and my ability to give back."

-Rhonda r.

"I had a 30 minute phone call with Josette and received more help from her than I received from my previous accountant over the past two years."

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