CoreBalance Advisory | Bookkeeping & Financial Clarity for Healthcare & Hospitality
Bookkeeping & Financial Clarity · Healthcare & Hospitality

Align your numbers.
Balance your business.

Accurate books, expert cleanups, and the financial insight to run your business with confidence. CoreBalance Advisory gives small and mid-size business owners numbers they can trust — and the reporting that tells them what to do with them.

Book a discovery call → How we help
Industry-specific expertise
Cleanup specialists
Expert-level analytics
Industries We Serve

Specialized bookkeeping and financial expertise across Healthcare and Hospitality businesses.

From multi-location practices to independent restaurants and boutique resorts, CoreBalance Advisory works with small and mid-size businesses across two sectors that share the same realities — slim margins, complex operations, and business owners who need reliable numbers and insightful reporting to stay on top of their finances.

Healthcare

  • Chiropractic & Wellness Practices
  • Physical Therapy & Rehabilitation
  • Sports Medicine & Performance Clinics
  • Podiatry Practices
  • Optometry Practices
  • Acupuncture & Massage Therapy
  • Functional & Integrative Medicine
  • Recovery & Wellness Centers

Hospitality

  • Independent & Franchise Restaurants
  • Hotels & Boutique Lodging
  • Resorts & Country Clubs
  • Wineries & Breweries
  • Spas & Wellness Resorts
  • Entertainment & Event Venues
  • Catering & Hospitality Groups
  • Bars, Lounges & Tasting Rooms
  • Multi-Location Operators
Our Expertise

Books you can trust. Reporting that actually means something.

Most bookkeepers give you transaction records. We give you clean, accurate books and the financial intelligence to know what to do with them.

Bookkeeping & Cleanups

Accurate, up-to-date books maintained monthly — and thorough cleanups of disorganized or backlogged records. We get your books right and keep them that way.

Financial Reporting

Clear, plain-English monthly reports that show exactly where your business stands — not just numbers on a page, but insight you can act on.

Cash Flow Reporting

Know exactly where your cash is going and when. We map fluctuations, track timing, and give you the visibility to manage cash confidently — not reactively.

Profitability Analysis

We break down your revenue, expenses, and margins by service line, location, or period — giving you clear insight into where profitability is strong and where focused improvements will have the most impact.

Budgeting & Forecasting

Realistic budgets and rolling forecasts built from your actual numbers — so you can make hiring, spending, and operational decisions with confidence instead of guesswork.

Strategic Advisory

When your numbers raise a question — about hiring, pricing, a slow month, or a big decision — we help you read what they're telling you and act with confidence.

Book a discovery call →
What We Stand For

Built on three principles.

Outstanding service starts with a clear standard. Every engagement at CoreBalance Advisory is grounded in three commitments — professionalism, responsiveness, and quality — that shape how we show up for the businesses we serve.

01

Professionalism

High standards, deep specialization, and continual investment in our craft. We stay current on the rules, technology, and operating dynamics that shape owner-led healthcare and hospitality businesses — and we bring that depth to every client interaction.

02

Responsiveness

Strategic finance only works if you can ask the question when it matters. We are responsive year-round — not just at month-end or tax time — and we treat your decisions as time-sensitive because they are.

03

Quality

As trusted advisors, we take real ownership of your numbers. Clean books, accurate forecasts, and insightful counsel that helps you make better decisions — that's the work, and we hold ourselves to a high bar on all of it.

What You Can Expect

A Finance Partner who works the way you do.

You don't need another reporting package collecting dust. You need a steady set of eyes on the numbers and a partner who tells you what they mean. Here's what working with CoreBalance Advisory actually looks like.

Plain-English reporting. Monthly numbers you can actually read, with the one or two moves they suggest you make next.
Direct answers, not hedged ones. If a number is off, you'll hear it. If a decision can wait, we'll say so. No padded language.
Industry context built in. Healthcare margins and hospitality cash cycles look nothing alike. Your reporting reflects that.
A partner, not a vendor. Your wins are wins. Your hard quarters get the same attention. We treat your P&L the way an owner would.
Structure that holds up. Cadences, controls, and reporting rhythms that keep working when the business gets busy — which it will.
Available when it matters. Strategic finance is time-sensitive. We respond year-round, not just on the 15th of the month.
Susan Karsay, Founder of CoreBalance Advisory
Meet the Founder

Susan Karsay

Founder & Lead Advisor · CoreBalance Advisory

Small and mid-size business owners deserve more than accurate transaction records. They deserve numbers they can actually trust — and the financial clarity to run their business with confidence.

Over the last 20+ years, I advised senior-level executives at large healthcare organizations on pricing strategies, contracting decisions, and financial performance — building and maintaining complex data analysis models to support decisions that moved hundreds of millions of dollars. That’s not typical bookkeeping experience. It’s the kind of analytical depth that changes what’s possible when applied to your business.

What I bring to CoreBalance Advisory is different: precise bookkeeping and thorough cleanups as the foundation, combined with the reporting and analytical expertise most bookkeepers simply aren’t equipped to provide — cash flow reporting, profitability analysis, budgeting, and forecasting built into how we work. Not as add-ons. As the standard.

If your books are behind, your reports are hard to read, or you’re making decisions without reliable numbers to back them up — that’s exactly the problem CoreBalance Advisory is built to fix.

Let’s have a conversation →

Ready to bring your numbers into alignment?

Schedule a free 60-minute discovery call. We'll talk through where your business is, where you want to take it, and whether CoreBalance Advisory is the right partner for the journey.

Book your discovery call
Free Guides

Resources for Business Owners.

Request a free copy of any guide and we’ll send it to your inbox.

Chiropractic

10 Habits that Separate Strong Chiropractic Practices from Stressed Ones

Restaurant

10 Operating Principles Behind Strong Restaurants

Your guide is on its way.

We’ll email a copy to you shortly. Click below to open it right now.

Download the guide  

Want to talk through it?

If you’d like a 60-minute walkthrough of how these habits apply to your specific business, schedule a free discovery call.

Book a discovery call →

Request your free copy.

Drop your details below and we’ll send the guide straight to your inbox.

We won’t share your information. You can unsubscribe anytime.

Get in Touch

Let's start the conversation.

Serving healthcare and hospitality businesses nationwide via remote engagements. Tell us a little about your business and what you're looking for — we respond within one business day to schedule an introductory call.

Hours
Mon–Fri · 9am–5pm
Thank you. Your message has been received — we'll be in touch within one business day.
Wellness Profit Engine

Built for Chiropractic and Wellness practices.

A short walkthrough of the system developed specifically for Chiropractic and Wellness practice owners.