Does CleverProfits specialize in healthcare?

No. CleverProfits is a generalist outsourced finance department that serves med spas and medical practices alongside agencies, SaaS, e-commerce, coaching, and other SMBs. That breadth is a strength for cash-pay models but means insurance-heavy practices are not its core focus. Sorso works only with outpatient clinics.

Does Sorso file taxes like CleverProfits does?

No. Sorso does the accounting and CFO work and coordinates with your CPA, who files the taxes. CleverProfits includes tax planning and filing in its package. If having CFO, books, and taxes under one firm is a priority, that is a genuine reason to prefer CleverProfits.

Which is better for a med spa?

Both are credible for a med spa because med spas are largely cash-pay, which is CleverProfits' strength, and med spa is also one of Sorso's 12 specialties. CleverProfits bundles tax filing; Sorso publishes med spa benchmarks and a standalone accounting tier. If you want one vendor for taxes too, lean CleverProfits. If you want published med spa benchmarks and a healthcare-only firm, lean Sorso.

Which is better for an insurance-billing practice?

Sorso. A practice that bills insurance has payer-mix reconciliation, collection-rate, and A/R-days work that Sorso's close handles by default and a generalist firm encounters less often. That is the case Sorso is built for across dental, PT, dermatology, and its other insurance-billing specialties.

How do the prices compare?

Sorso publishes tiers: $2,000/mo accounting, $4,000/mo CFO, $3,000-$9,000 onboarding. CleverProfits' public materials describe CFO budgets in roughly the $4,000-$12,000/mo range depending on scope, with bookkeeping and tax priced separately. Because CleverProfits bundles more services, a full comparison depends on how much of the finance function you want in one place.

Compare

Sorso vs CleverProfits: outpatient-clinic finance specialist or generalist finance department with tax filing

TL;DR: CleverProfits is a full outsourced finance department (CFO, bookkeeping, and tax filing) serving med spas alongside agencies, SaaS, e-commerce, and coaching businesses, with public CFO budget guidance in the roughly $4,000-$12,000/mo range. Sorso is outpatient-clinic-only across 12 specialties, with accounting from $2,000/mo and CFO from $4,000/mo, and does not file taxes. If you run a med spa or cash-pay practice and want CFO, books, and tax filing in one generalist package, CleverProfits is a credible fit. If you want healthcare-specific depth on payer mix and insurance A/R, Sorso is built for that.

Option A

Sorso

Outpatient-clinic accounting and fractional CFO firm covering 12 human-healthcare specialties. Accounting from $2,000/mo. Fractional CFO from $4,000/mo. Per-specialty benchmark library sourced from MGMA, ADA HPI, APTA, and similar. Does not file taxes; coordinates with your CPA. 45-day money-back guarantee.

Option B

CleverProfits

Outsourced finance department combining fractional CFO, accounting and bookkeeping, and tax planning and filing. Serves med spas and medical practices alongside agencies, SaaS, e-commerce, coaching, and other SMB verticals. Public materials describe CFO budgets in roughly the $4,000-$12,000/mo range depending on scope, with bookkeeping priced separately.

Category	Sorso	CleverProfits
Specialization	Outpatient clinics only. Every playbook, benchmark, and close routine is built for healthcare practices across 12 specialties.	Generalist finance department. Med spas and medical practices are one vertical among agencies, SaaS, e-commerce, coaching, and professional services.
Tax filing	Not included. Sorso does accounting and CFO; tax filing stays with your CPA, and Sorso coordinates with them.	Included. Tax planning and filing is part of the package, so CFO, books, and taxes sit with one firm.
Payer-mix and insurance depth	Built in. Monthly close reconciles payer mix, ties billing to books, and tracks insurance A/R days and collection rate by specialty.	Strong on cash-pay economics (LTV, CAC, margin), which fits med spas well. Insurance-heavy practices with complex payer mix are not the core positioning.
Pricing model	Published tiers. Accounting $2,000/mo. CFO $4,000/mo. Onboarding $3,000-$9,000. Pick one tier or both.	Public CFO budget guidance roughly $4,000-$12,000/mo depending on scope, with bookkeeping and tax priced separately. Final scope set in a sales conversation.
Per-specialty benchmarks	Published. 12 specialty benchmark pages with overhead, A/R days, collection rate, and payer-mix data.	Publishes broad finance guides and industry content. A per-clinic-specialty benchmark library is not part of the offering.
Best for	Clinic owners, including insurance-billing practices, who want healthcare-specific accounting and CFO with published per-specialty benchmarks.	Med spa or cash-pay practice owners who want CFO, books, and tax filing in one generalist package with a growth-finance lens.

The verdict

CleverProfits wins for cash-pay owners who want CFO, books, and taxes in one generalist package. Sorso wins for clinics that need healthcare-specific and payer-mix depth.

CleverProfits packages three things Sorso splits: CFO, bookkeeping, and tax filing under one firm, which is genuinely convenient if you want a single vendor for everything and your practice runs mostly on cash-pay revenue. Its growth-finance lens from agency, SaaS, and e-commerce work translates well to med spas and other cash-pay models where LTV, CAC, and margin drive the decisions. The trade-off is that a practice with heavy insurance billing has payer-mix reconciliation, collection-rate tracking, and A/R-days problems that a generalist sees less often. Sorso does not file taxes, which is a real gap if bundling taxes matters to you, but everything Sorso does is built for outpatient clinics, and the per-specialty benchmark library gives an insurance-billing owner a reference point a generalist cannot match. Cash-pay and want one vendor including tax: CleverProfits. Insurance-heavy and want healthcare depth: Sorso.

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Stanislav Sukhinin, CFA

Founder of Sorso and a CFA charterholder. Before Sorso, Stan spent 19 years in corporate finance at institutions including UniCredit and Société Générale — managing a $450M loan portfolio and making senior partner at a major mezzanine lender by 29 — then built a fractional CFO firm exclusively for outpatient healthcare clinics.