In 2017, Brainy CEO Billy Buckles, alongside his wife and business partner Tram Pham, acquired and scaled up one of the most successful acupuncture and herbal medicine clinics in the USA.

Santa Barbara Herb Clinic treated over 100 patients per week and operated a scaled Chinese medicinal herb lab, with a large waiting list trying to get in each week. After growing the clinic for four consecutive years under the couple’s management, they were able to sell it for roughly 3x what they paid to acquire it.

Billy built out models to project revenue and profitability based on prospective changes in client volume before launching the clinic. He tweaked the models over time, projecting and then analyzing in arrears the effect of price changes and discount promotions for both acupuncture services and herbal medicine. He calculated the return needed from online and print advertising to generate positive ROI after all fixed and variable patient expenses.

Backed by that experience, Brainy has perfected a bookkeeping method for medical clinics, going above and beyond the capabilities of a typical bookkeeping or accounting firm, leveraging distinct metrics specific to each practice that ultimately lead to business development.