A CFO for your practice, without the full-time hire.
Intentional Forward Action
Senior financial leadership that runs your cash flow, reporting, and financial strategy as one accountable system, partnered with your revenue cycle. You bring real CFO discipline into the business sooner, so it stabilizes and grows faster, with none of the guesswork.
The numbers have outgrown the bookkeeper.
Bookkeeping tells you what already happened. A CFO tells you what’s coming, what it means, and what to do about it. Most growing practices hit a point where the financial questions get bigger than the person answering them.
- Cash feels tight even in good months
- You can’t get a straight answer on margin by location or service line
- Reporting is late, inconsistent, or not decision-ready
- Banks, partners, or investors want numbers you can’t quickly produce
- You’re weighing a big decision: expansion, a hire, a sale
CFO-level work, not bookkeeping.
A fractional CFO sits above the accounting function: strategy, cash, capital, and the decisions that shape the practice. We oversee your controller and bookkeeper; we don’t replace them or do their job instead of ours.
Cash Flow & Forecasting
A 13-week rolling forecast and longer-range planning, so payroll, distributions, and investments are never a surprise.
Board-Ready Reporting & Insight
Financials turned into decisions: board-ready packages, margin and variance analysis, and the story behind the numbers. We oversee the close; we don’t keep the books.
Build & Oversee the Accounting Function
Stand up the right structure, hire and manage the controller, and set the close calendar and internal controls, so the accounting runs cleanly without the owner holding it together.
KPI Dashboards
The handful of numbers that run the business: margin by site and service line, productivity, cost per visit.
Budgeting & FP&A
Annual budgets, variance analysis, and the “what if” modeling behind every major decision.
Banking, Debt & Covenants
Manage lender relationships, debt structure, and covenant compliance, and present to them with confidence.
Physician Compensation
Comp models that align incentives and survive scrutiny, modeled transparently so physicians trust the math.
M&A & Sale Readiness
Cash-to-accrual conversion, quality-of-earnings prep, and diligence support, so you can sell on your terms.
Revenue Cycle Oversight
We keep the revenue cycle accountable to the financials. See Revenue Cycle →
Decision Support
A financial partner in the room for the calls that matter: expansion, partnership, exit.
Fractional, embedded, accountable.
Assess
We start with a clear read on cash flow, reporting, and the financial questions keeping you up at night.
Stand up the rhythm
We get the close, a rolling forecast, and dashboards running on time and decision-ready, partnering with your controller or bookkeeper rather than replacing them.
Run it with you
We operate as your CFO on a fractional basis: ongoing, embedded, and accountable to the results.
Steer the big decisions
When growth, financing, or a sale comes up, you have a CFO who already knows your numbers cold.
Get a CFO in your corner.
Start with a short call to see where a fractional CFO would move the needle first.