The Numbers Room

A monthly financial mastermind for Canadian group practice and clinic owners who are ready to face their finances and lead with them.

Monthly sessions. Real accountability. A financial plan you'll actually use.

APPLY NOW FOR FALL 2026

The inaugural Spring 2026 cohort filled in one week! Applications are now open for the Fall 2026 cohort, starting in September. Spaces are limited to 10.

Make sure you don’t miss out on this opportunity and get on the waitlist today!

Apply for the Fall 2026 cohort

Who Is The Numbers Room For?

This is for you if:

Who Is The Numbers Room NOT For?

This might not be for you if:

You are hiding from your profit and loss statement every month (or you have no idea what it even looks like)
You know your numbers aren’t quite right, even if you can’t explain exactly why
You’re tired of being inconsistent in how you manage your business finances
Your business has grown to a size where systems matter, and you’ve decided finances are the next area to pay attention to
You want accountability built in to this new habit, not just information to forget
You want to know you aren’t the only one who tends to hide from your business numbers
You’re thinking about the long term and the idea of building a sustainable business, stepping back someday, or creating something worth passing on

You’re a therapist still in solo practice. The Group Practice Launchpad is the right starting point
Practice owners who need bookkeeping or accounting services. I’d recommend that you need a bookkeeper or CPA, not a coach
Practice owners who want community and peer support across all topics of group practice leadership. The Group Practice Connection serves that need

What We Work Through Together

Twelve months. One focused topic each session. Building your financial confidence from the ground up.

Your Financial Landscape

Revenue streams, what's generating income, and where your Cashflow Canvas begins

Reading Your Forecast

Interpreting your numbers - what they're telling you and what to adjust

What it Costs to Deliver

Direct costs per service - are you pricing to cover what it actually costs you to run your practice?

Delegate and Systematize

What to track, what to hand off, and how to stay informed without staying buried

Paying Your Team

Associate compensation models that truly work for your team and your bottom line

Marketing and Growth Costs

Connecting your marketing spend to your revenue targets

Overhead and Operations

Space, software, subscriptions, support - what's essential and what to review

The CFO Lens

Leading your practice as its financial decision-maker, not just its operator

What’s Included

Monthly Group Sessions

A focused 90-minute call each month. Facilitated by Lisa Catallo, specific to group practice, Canadian-specific throughout.

Peer Accountability

A small cohort of no more than 10 Canadian group practice owners. You won’t be the only one who finds this hard.

Cashflow Canvas Access

The Cashflow Canvas online course is included in your membership. You will work through it at your own pace between sessions.

Guest Facilitators

Select sessions feature guest experts from the Canadian business and group practice world, bringing real-world perspective and lived experience to the curriculum.

Between Session Clarity

You will always know what you are working on next. No more waiting until things feel urgent to look at your numbers.

A Real Financial Plan

By year's end, you will have a completed Cashflow Canvas and Forecast, an actual working financial picture of your practice. that you understand.

Canadian Specific Guidance

Associate classification, owner compensation, CRA considerations built into every session.

Lisa Catallo, coach for Canadian group practice owners

Why Work With Me?

Hi, I'm Lisa Catallo - a psychotherapist, certified Cashflow Canvas Coach, and group practice owner who has built and scaled practices across multiple locations in British Columbia.

I am not a financial advisor or accountant. I am a business coach who has lived the reality of Canadian group practice and clinic ownership - the monthly invoice submissions and payments, the associate splits, the moments of quietly wondering whether the numbers are going to work out. I know what it feels like to build something real without a clear financial picture. And I know what changes when you finally have one.

The Numbers Room is the container I wished I'd had. A monthly, recurring space to look at your finances with people who get it, guided by someone who has done the same work in the same context.

I started Group Practice Network because I believe that group practice owners deserve more than generic business advice. The Numbers Room is that belief applied directly to your finances.

Lisa is a certified Cashflow Canvas Coach, trained through Taunya Woods Richardson's and her Nail the Numbers methodology, with direct experience applying these tools to Canadian group practice and multidisciplinary clinic operations.

More about me

Your Facilitators

Lisa Catallo

Lisa Catallo is a psychotherapist, certified Cashflow Canvas Coach, and group practice owner who has built and scaled practices across multiple locations in British Columbia. As the founder of the Group Practice Network, she is passionate about helping clinic owners flourish.

Lisa is not a financial advisor or accountant. She is a business coach who has lived the reality of Canadian group practice ownership and knows what changes when you finally have a clear financial picture.

Host, Facilitator and Clinic Owner Coach

Marshall Stern

Marshall Stern is a business coach with over 35 years of real-world entrepreneurial experience which includes building, scaling, and leading companies long before coaching became an industry. He helps business owners step out of the operational grind and into the leadership role their practice needs.

Marshall joins The Numbers Room as a guest facilitator for Month 6, leading the session on delegation, financial oversight, and what it means to lead your practice rather than just run it.

Business Coach

Group Practice Owner

Jessica Cowling

Jessica Cowling is the founder of InnerWorks Counselling, a group practice of over 30 clinicians in London, Ontario that she has built since 2016. She brings a love of spreadsheets and deep practical experience with Profit First to The Numbers Room, including how to make it work inside a multi-clinician practice.

Jessica joins us for Month 7 to lead the session on Profit First, what it is, how it works, and whether it belongs in your practice alongside the Cashflow Canvas structure we use throughout the year.

Group Practice Owner

Nicole Ballance

NNicole Ballance (Ripley) is the founder of a thriving group practice with more than 80 therapists and 15 non-clinical staff across ten locations in British Columbia. She brings real-world experience in financial leadership and strategic growth at a scale most group practice owners are building toward.

Nicole joins The Numbers Room for Month 9 to lead the session on benchmarks and metrics — what healthy actually looks like across gross profit margin, overhead ratios, capacity utilisation, revenue per session, cancellation rates, and associate retention costs, and how to use those numbers to lead your practice forward.

The Numbers Room Philosophy

The Numbers Room is not a course with a finish line. It is a monthly practice - because getting confident with your finances is not a one-time event. It requires consistency, community, and someone to show up with month after month.

You are not here to become an accountant. You are here to become the financial leader your practice already needs you to be.

Investing In Your Business Finances

$3500 + GST/HST per year

Payment options: pay in full, or choose 4 equal payments of $897 + GST/HST.

Your enrolment is an annual commitment. The full amount is owed regardless of attendance. Spaces are limited to 10 members per cohort. The inaugural cohort filled in one week!