The Numbers Room
A 12-month financial mastermind for Canadian group practice and clinic owners who are ready to stop guessing and start leading with their numbers.
The Spring 2026 cohort filled in one week. Fall 2026 applications are now open. Spaces are limited to 10.
Make sure you don’t miss out on this opportunity and get on the waitlist today!
Most group practice owners aren’t avoiding their finances because they don’t care.
They are avoiding them because nobody taught them what to look for.
You went to school to become a clinician. You figured out group practice mostly on your own. And somewhere along the way, the finances became the part of the business you hope your bookkeeper is handling, because looking too closely at the numbers feels like opening a door you are not sure you are ready for.
You aren’t the only one who feels this way. That’s the first thing The Numbers Room will show you.
The second thing it will show you is that your numbers (once you understand them) are not something to fear. They’re the clearest picture you have of how your practice is actually performing, and what you need to do next.
Why a year?
Because confidence with your finances isn’t built in a weekend.
It’s built through showing up, month after month, with the same group of people, looking at your numbers from a different angle, until the pattern starts to make sense. Until you stop white-knuckling through your profit and loss statement and start reading it like the tool it is.
A year gives you the full cycle of your practice, the busy seasons and the slow ones, the hires and the unexpected costs, so that by the time you are done, you have lived through your numbers, not just learned about them.
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 have a group practice or multidisciplinary clinic and the finances still feel like something happening to you, not something you are leading
You know your numbers aren’t quite right, even if you can’t explain exactly why
You are tired of being inconsistent in how you manage your business finances
Your business has grown to a size where systems matter, and you have decided finances are the next area to pay attention to
You want accountability built in, not just information you will forget or not continue to look at
You want to know you aren’t the only one who tends to avoid their 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. The first half builds your financial picture. The second half is about what to do with it.
Your Financial Landscape
Revenue streams, income sources, and how your practice money actually moves. Start with a clear picture.
Overhead and Operating Costs
Space, software, subscriptions, support. What is essential, what is optional, and what to review.
Marketing, Growth and Cost Per Client
What does it actually cost you to attract and retain a client? Connecting marketing spend to revenue.
The CFO Lens
Guest facilitator Marshall Stern on what to delegate, what to track, and how to lead your practice finances without being buried in them.
What it Costs to Deliver
Direct costs per service. Are you pricing to cover what it actually costs you to run your practice?
Profit First and Cash Management
Guest facilitator Jessica Cowling brings her real-world Profit First experience to a multi-clinician practice context.
Benchmarks & Metrics
Guest facilitator Nicole Ballance walks through what healthy looks like across margins, capacity, and retention, and how to use those numbers to lead.
Review, Reflect & Renew
A full-year look back at where you started and where you are now. Setting intentions for the year ahead.
The Real Cost of a Clinician
Admin support, technology, onboarding, consultation time, meetings. What does a clinician actually cost you?
Scenario Planning
What do you expect the next 12 months to look like? Planning for growth, slower seasons, and the unexpected.
Pricing and Splits
Is your compensation model meeting the needs of the business and your team? We work through the numbers.
Building for the Long Term
Sustainability, succession, and what it means to build something worth stepping back from someday.
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.
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 working financial picture of your practice, built from your own numbers, that you actually understand.
Canadian Specific Guidance
Associate classification, owner compensation, CRA considerations built into every session.
Client Experience
After month 1 I found some hopefulness. I've never really looked at it in this particular way before. I actually didn't see where things were growing that I thought were maybe not growing. Breaking it down into these streams, I was like, actually, this stream is growing more than I realized. And also a clarity, because clearly I didn't know where things were at. I was lumping a lot of different revenue streams together. Now I'm able to pull them apart and see that more clearly
It really helps me when people say, 'I would put this in direct costs' or 'I would put this in shared costs'. It helps me think about the way this works in my practice instead of just applying Sarah (sample GPO for the course) to my larger practice.
I didn't realize how much my interns were making for my clinic, to be completely honest. And then also learning that it's not a huge income source in other clinics. That's just helpful in knowing how other people's practices look.
I'm just getting going on my group practice and I had a really good sense of the numbers in solo practice. So I'm actually really glad I'm doing this now, because I could see it would be a little overwhelming if you were further through trying to match up.
Why Work With Me?
Hi, I'm Lisa Catallo - a psychotherapist, business coach, and group practice owner who has been working with Canadian clinic owners since 2019.
I am not a financial advisor or accountant. What I bring is something different: I have sat with hundreds of Canadian practice owners through the exact moments you are navigating right now. 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 built around my own proprietary curriculum and tools, designed specifically for the way Canadian group practices work: the associate models, the owner compensation questions, the revenue patterns, the decisions that keep you up at night.
You don’t need generic business advice. You need someone who understands your specific context, and a room full of people who are working through the same thing.
Guest Facilitators
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 11, leading the session on delegation, financial oversight, and what it means to lead your practice rather than just run it.
Business Coach
Group Practice OwnerJessica 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 6 to lead the session on Profit First, what it is, how it works, and whether it belongs in your practice alongside the structure we use throughout the year.
Group Practice OwnerNicole 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 8 to lead the session on benchmarks and metrics — what healthy actually looks like across gross profit margin, overhead ratios, capacity utilization, 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.
Group Practice Connection members receive 20% off. Learn more about the Group Practice Connection.
Your enrolment is an annual commitment. The full amount is owed regardless of attendance. Spaces are limited to 10 members per cohort.
FAQs
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Yes. And your bookkeeper will thank you. A bookkeeper records what happened. The Numbers Room helps you understand what it means and what to do about it. These are genuinely different things.
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This is exactly who The Numbers Room is designed for. We start at the beginning and build from there. You will not be the only one walking in feeling this way.
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Sessions are recorded and shared with members. Consistent attendance is encouraged (with your camera on) as the accountability and community are core to what makes this work.
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The Numbers Room is open to Canadian group practice owners from coast to coast. The content is truly Canadian-specific throughout. I know there are some province-specific questions you may have, and we’ll address those as they come up.
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The Fall 2026 cohort launches in late September or early October 2026. The exact date is confirmed by Doodle poll once the cohort is full, so that the schedule works for the people in the room. If you have a hard constraint on timing, mention it in your application
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The Numbers Room uses Lisa's own proprietary toolkit, built specifically for Canadian group practice owners. This includes a Practice Metrics Tracker, a Practice Budget Calculator with an Owner Salary Calculator, and an Associate Compensation Calculator. You will be introduced to each tool as it becomes relevant, and you will never be handed a spreadsheet and left to figure it out alone.
Ready to Walk Into The Room?
The Numbers Room is for the group practice owner who is done letting their finances feel like something happening to them, and ready to understand them well enough to lead with them.
Spaces are limited to 10. If this resonates, apply below or schedule a free 15-minute call to ask questions first.