Fractional CFO Services
We meet with you each month to review your key financials, explain what the numbers mean, and answer your questions so you can run your practice with confidence.
We build and maintain cash flow forecasts so you can see what is coming in and going out, and plan ahead for payroll, rent, and major expenses.
We prepare budget vs. actual reports that show how your practice is performing against plan and where you may need to adjust spending or targets.
We help you think through provider compensation models so pay is aligned with productivity, margins, and the goals of your practice.
We run simple scenario models for growth decisions, such as adding a provider, opening a new location, or investing in new equipment.
Together, these services give you a clear, ongoing view of your practice finances so you can make informed decisions without getting lost in the details.
Bookkeeping & Reporting (Add-On)
Bookkeeping is an optional add-on to our Fractional CFO services. We post transactions on time, reconcile your accounts, and keep your books up to date so your numbers are ready when you need them.
Each month, you receive clear financial statements and reports that show how your practice is performing and support better decisions about spending, hiring, and growth.