A fractional CFO who already knows your numbers.
Financial leadership for practices that need a CFO's judgment without a CFO's salary. Cash, hiring, pricing, owner pay, growth and what the business is worth, from the same team that keeps your books and files your return.
Q2 review · agenda
45 min · Jul 21How it works
Advice that starts from your actual books.
1
Book a consultation
A free first conversation about where the business is and what you're trying to decide. Existing clients book straight from the portal.
2
A short engagement questionnaire
Five minutes on goals, timeline and what keeps you up at night, so the first review is about your questions, not ours.
3
Quarterly reviews, on the record
Each quarter you get a written agenda, the numbers behind it, the decision we made and what we're watching next, all in the portal.
What you get
Fewer surprises. Faster growth. A number for the practice.
Growth you can afford, when you can afford it
Adding a clinician, a second location, buying the building, changing payer mix: modeled from your actual close so you know the cash impact before you commit, and the month it pays back.
Margins you can see and move
Revenue per clinician, reimbursement days by payer, overhead per visit. The four or five figures that decide whether the practice grows, and the levers that move them.
Tax planning built in
Because we keep the books and file the return, every recommendation already accounts for what it does to your tax bill.
A CFO's seat at the table, on a practice budget
Monthly financial leadership, board-style reporting and a named person to call before a big decision. No onboarding a consultant: the conversation picks up where the last close left off.
What's included
Fractional CFO, payroll oversight and the numbers behind every decision.
Offered as a flat monthly retainer alongside bookkeeping and tax, or as a fixed-scope project for a specific decision. Confirmed in writing before we start.
Book a consultation- Fractional CFO: monthly financial leadership and reporting
- Cash flow forecasting, runway and growth planning
- Performance reporting and the KPIs that matter to you
- Owner compensation and entity structure planning
- Payroll oversight: setup, provider coordination, quarterly filings
- Profitability analysis by service line or provider
- Hiring, expansion and break-even models
- Practice valuation and exit readiness
- Quarterly reviews, lender and investor packages
Ready to see the number behind the next decision?
Start with a free consultation. We'll look at where the business is, and show you what a CFO who understands your financials, can change.