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Primary Care Financial

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United States
Royal Oak, MI
Primary Care Financial

Fractional accounting & CFO for professional-services firms that bill by the hour. See what really earns.

08/27/2026

Getting started with a new financial partner shouldn't be complicated.

At Primary Care Financial, our onboarding process is designed to be straightforward from day one:

1️⃣ Book a free consultation - tell us about your business, your current setup, and what isn't working
2️⃣ Receive a clear proposal - transparent, flat-rate pricing based on your actual needs
3️⃣ We handle the setup - QuickBooks Online access, bank feed connections, and cleanup of any historical issues
4️⃣ Monthly rhythm begins - reconciled books and clear financial reports, delivered consistently

No surprises. No lock-in contracts. Just clean books, confident decisions, and a CPA-led team that's genuinely in your corner.

Serving service-based founders and their businesses nationwide.

08/26/2026

Most accountants show up at tax time. A great financial partner shows up all year.

At Primary Care Financial, our firm was built around a straightforward belief: every business deserves a financial partner who is proactive, approachable, and genuinely invested in its success - not just an accountant who checks the boxes and sends an invoice.

What that looks like in practice:

✔ You receive monthly financial reports - without having to ask for them
✔ You always know what you're being charged, before it happens
✔ You work with a CPA-led team that understands your specific industry
✔ You get clear explanations tailored to your unique situation

"Before working with Primary Care Financial, I didn't have a clear picture of my business finances. After working together, I can trust my numbers and feel confident making decisions for my business." — Mallory Kuhn, Owner, Kuhn Creative

08/25/2026

The most valuable thing you can do in a room full of business owners isn't hand out cards - it's to listen.

When a founder truly understands their own business, it shows. They ask better questions. They spot the right opportunities. They show up differently than everyone else.

But here's what separates a vendor from a trusted partner: knowing when the solution isn't yours to offer - and making the introduction to the person who can solve it.

Connecting a client with the right person in the room, even when it means stepping back, builds the kind of trust that no sales pitch ever could.

That's the real ROI of networking. Not the numbers. The relationships.

Ready to build financial clarity and show up with confidence in every room?

08/19/2026

At a certain scale, basic accounting simply isn't enough.

Primary Care Financial's Client Advisory Services are designed for founder-led organizations - typically $1M to $10M in revenue - that need high-level financial oversight, systems optimization, and experienced CFO partnership.

We deliver:
- Fractional CFO and Controller engagements
- Financial process design and implementation
- Accounting system integrations and reporting optimization
- Strategic oversight for complex, large-scale operations

If your organization has outgrown its current financial infrastructure and needs a trusted, experienced partner to step in and lead - that's exactly what we're built for.

08/14/2026

Not every business needs a full-time CFO. But every growing business needs CFO-level thinking.

Primary Care Financial's Fractional CFO services give health & wellness professionals, law firms, and professional services businesses access to strategic financial leadership - without the overhead of a full-time executive hire.

We work with you to:
- Translate your financial data into clear, actionable insights
- Build forward-looking forecasts and cash flow strategies
- Identify where your business is profitable — and where it's leaking
- Guide major decisions with numbers you can trust

Whether you're navigating growth, preparing for a transition, or simply want a financial partner at the table, our fractional CFO engagements are built around your needs.

08/12/2026

Your books shouldn't feel like a guessing game.

Primary Care Financial sets up, cleans up, and maintains QuickBooks Online for small to midsize businesses earning between $500K and $3M in annual revenue. No desktop software. No DIY guesswork. Just clean, reconciled books and financial reports you'll actually understand.

Our QuickBooks Online services include:
- Monthly bookkeeping & reconciliations
- QBO setup and cleanups
- Financial reporting built for clarity
- Optional Fractional CFO consulting and strategy sessions

You didn't start your business to become your own accountant. Let us handle the books - so you can get back to running the business.

08/11/2026

Attorneys are meticulous about the law. The best ones are equally meticulous about their finances.

Primary Care Financial works with boutique and midsize law firms in Metro Detroit and nationwide - providing the bookkeeping, financial reporting, and CFO-level strategy that keeps firms financially healthy and operationally sound.

We help law firms:
- Maintain clean, reconciled books every month
- Understand which matters, clients, and practice areas are actually driving profitability
- Build reliable financial systems that scale with the firm
- Access fractional CFO guidance without the cost of a full-time hire

08/10/2026

Running a wellness practice means your energy goes into your patients - not your profit margins.

But here's the reality: if your books aren't clean, your cash flow isn't clear, and your financial reports don't make sense, you're making major business decisions in the dark.

Primary Care Financial works with physicians, dentists, orthodontists, psychiatrists, yoga studios, Pilates instructors, and wellness clinics across Metro Detroit and beyond. We understand the financial complexity that comes with healthcare and wellness businesses - and we bring CPA-level expertise to help you manage it.

From monthly bookkeeping and QuickBooks Online setup to fractional CFO strategy, we handle the numbers so you can focus on the work that matters.

08/05/2026

When was the last time someone actually reviewed the health of your books?

Primary Care Financial's Financial Health Check is a CPA-led diagnostic designed to give you a clear picture of where your finances stand - in under a week.

For a one-time fee of $497, you receive:

A full review of your books, cash position, and financial hygiene
A scored assessment across the 5 areas most business owners miss
A ranked list of risks and money leaks by cost
A prioritized action plan: what to fix first, second, and third

No long-term commitment. No sales call required to get started.

Whether you're managing your own books or already working with a bookkeeper and want a second opinion, this diagnostic was built for you.

08/04/2026

You should never have to wonder what your accountant is going to charge you this month.

At Primary Care Financial, every engagement runs on transparent, flat-rate pricing. No hourly billing. No unexpected invoices. If anything ever changes in scope, we discuss it with you first - always.

That's our No-Surprise Billing Guarantee, and it's the foundation of how we work.

If you're a growing health & wellness professional, law firm, or service-based business that's ready for financial support you can actually count on, let's talk.

Address

220 S Main Street
Royal Oak, MI
48067

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.pcfdetroit.com/

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