Janita Green, CPA, CTC · Atlanta, Georgia

Health & Wellness Builds Impact.

Structure Sustains It.

Strategic tax planning, profitability clarity, and CFO advisory for medical, wellness, and integrative

practices that want stability, not stress.

BOOK YOUR FINANCIAL WELLNESS INSTALL

Strategic. Direct. Confidential.

CPA | Medical & Wellness Strategy | Cash Flow Clarity | CFO Advisory

CPA | Real Estate Tax Strategy | Portfolio Reporting | CFO Advisory | Atlanta-Based

Growth Without Financial Structure Creates Stress.

Hidden Financial Risks Slowing Your Practice:

Revenue growing but margins unclear

Cash flow strain between pay cycles

Owner compensation confusion

Hiring or expansion without modeling

Books that don’t reflect operational reality

You focus on care.

We focus on the numbers behind it.

Service

Strategic Financial Support

01 Accounting & Bookkeeping

Clean, organized monthly financials. Clear reporting per service line.

02 Financial Strategy

Profitability analysis, pricing evaluation, and cash flow forecasting.

03 CFO Advisory

Guidance for hiring, expansion, sustainability, and owner compensation strategy.

The Money Map™: Fix 3 Leaks in 30 Days

Revenue

Margin

Cash Flow

Compensation

Sustainable Expansion

Clarity Installed. Confidence Restored.

CPA · CTC

Atlanta, Georgia

The Advisor

Janita Green

CPA, CTC · 30+ Years of Experience

Janita Green has 30+ years of experience and works with investors and real estate professionals who

require executive-level clarity. Her advisory firm integrates comprehensive financial architecture

designed to compound, not merely protect portfolio growth.

Revenue optimization modeling

Multi-location structuring

Cash flow forecasting

Tax returns

Strategic tax positioning

"Wellness businesses do not plateau from lack of passion.

They plateau from lack of financial precision."

Framework

Three Layers of Control

I

Clarity

Clean books. Clear cash picture. Decision-grade reporting.

II

Control

Quarterly tax strategy. Expense audit. Forecast rhythm.

III

Compounding

Entity optimization. KPI dashboard. Long-term wealth alignment.

Compliance is reactive. Infrastructure stabilizes.

Illustrative Example

Revenue Growth

+12.8% YoY

Net Margin

24.6%

vs 18.1% Prior Year

Owner Compensation Clarity

Structured quarterly distributions

Cash Flow Stability

5.8 Months Runway

Based on Current Burn

12-Month Profit Projection

$480,000 Modeled

Infrastructure Installed.

This is the difference between guessing and knowing.

Scaling Without Structure Creates Invisible Risk.

From 12 Entities and No Visibility — to a Portfolio That Runs Like a Fund.

A 47-unit multifamily investor came to us managing 12 LLCs across three states — with no consolidated view of cash flow, no tax projections, and quarterly surprises from their previous CPA.

Within 90 days, we installed entity-level reporting, built a forward-looking tax model, and restructured two entities to unlock $218K in annual savings.

"For the first time, I can actually see my portfolio — and make decisions like an operator, not a bystander."

Janita Green, CPA, CTC · Atlanta, Georgia

Structure Sustains It.

practices that want stability, not stress.

BOOK YOUR FINANCIAL WELLNESS INSTALL

Strategic. Direct. Confidential.

CPA | Medical & Wellness Strategy | Cash Flow Clarity | CFO Advisory

CPA | Real Estate Tax Strategy | Portfolio Reporting | CFO Advisory | Atlanta-Based

Growth Without Financial Structure Creates Stress.

Hidden Financial Risks Slowing Your Practice:

Revenue growing but margins unclear

Cash flow strain between pay cycles

Owner compensation confusion

Hiring or expansion without modeling

Books that don’t reflect operational reality

We focus on the numbers behind it.

Service

Strategic Financial Support

01

Accounting & Bookkeeping

Clean, organized monthly financials. Clear reporting per service line.

02

Financial Strategy

Profitability analysis, pricing evaluation, and cash flow forecasting.

03

CFO Advisory

Guidance for hiring, expansion, sustainability, and owner compensation strategy.

The Money Map™: Fix 3 Leaks in 30 Days

Revenue

Margin

Cash Flow

Compensation

Sustainable Expansion

Clarity Installed. Confidence Restored.

Atlanta, Georgia

The Advisor

Janita Green

CPA, CTC · 30+ Years of Experience

designed to compound, not merely protect portfolio growth.

Revenue optimization modeling

Multi-location structuring

Cash flow forecasting

Tax returns

Strategic tax positioning

They plateau from lack of financial precision."

Framework

Three Layers of Control

I

Clarity

Clean books. Clear cash picture. Decision-grade reporting.

II

Control

Quarterly tax strategy. Expense audit. Forecast rhythm.

III

Compounding

Entity optimization. KPI dashboard. Long-term wealth alignment.

Compliance is reactive. Infrastructure stabilizes.

Illustrative Example

Illustrative Example

Revenue Growth

+12.8% YoY

Net Margin

24.6%

vs 18.1% Prior Year

Owner Compensation Clarity

Structured quarterly distributions

Cash Flow Stability

5.8 Months Runway

Based on Current Burn

12-Month Profit Projection

$480,000 Modeled

Infrastructure Installed.

This is the difference between guessing and knowing.

Scaling Without Structure Creates Invisible Risk.

From 12 Entities and No Visibility — to a Portfolio That Runs Like a Fund.

A 47-unit multifamily investor came to us managing 12 LLCs across three states — with no consolidated view of cash flow, no tax projections, and quarterly surprises from their previous CPA.

Within 90 days, we installed entity-level reporting, built a forward-looking tax model, and restructured two entities to unlock $218K in annual savings.

"For the first time, I can actually see my portfolio — and make decisions like an operator, not a bystander."

Case Study

Atlanta Portfolio Transformation

Before