A partner who knows your numbers as well as you know your patients.
Strategic CFO insights at a fraction of the cost
You're running a profitable practice. So why doesn't it feel that way?
That tax bill blindsided you… again
You owed more than expected and scrambled to cover it. It didn't have to be that way. With proactive planning, tax season becomes something you prepare for, not recover from.
You want to expand, but the numbers feel murky
Another location, a new device, new provider - you know the opportunity is there. But without a clear financial picture, every decision feels like a gamble.
Revenue is not translating to cash in the bank
You spend thousands on marketing, acquire new patients and are profitable on paper, but where’s the cash?
Your bookkeeper sends reports. You still don't know what to do
Data without context isn't strategy. If your financials aren't helping you make decisions, they're just noise.
You don’t need more spreadsheets.
You don't need to become a finance expert.
You need someone in your corner who already is one.
That's what a Fractional CFO does.
We step into your practice as your strategic financial partner — handling the numbers, translating them into decisions, and making sure you always know where you stand and what to do next.
WHAT TO EXPECT
This is what financial leadership actually looks like.
A CFO provides what accountants don’t - insights first, information second.
A real strategy, not just reports
We don't hand you a P&L and walk away. We tell you what it means, what it's telling you to do, and what happens if you don't.
Cash flow you can actually predict
Weekly forecasts so you know what's coming before it hits. No more checking your bank balance and hoping for the best.
Tax planning that eliminates surprises
We build your pro forma tax return mid-year so you know what's coming and have time to act on it strategically.
A full finance team, managed for you
Books updated weekly. Reconciliations done monthly. Your bookkeeper, controller, and CFO working as one, so you only have to talk to us.
This is the right fit if you're a practice owner who is…
Generating steady revenue and ready to get serious about where the money is actually going
Profitable on paper but not paying yourself consistently
Considering additional locations and want the numbers to tell you when and how to execute
Building toward an exit and need clean financials and normalized EBITDA to get there
Done making six-figure decisions without an expert in the room
What’s included
Our services go deep and cross-functional to make sure your financial strategy is fully aligned
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Daily transaction allocation in QBO
Monthly account reconciliations (bank, credit card, loans, etc.)
Journal entries for GAAP compliance
Optimization of chart of accounts for management reporting
Quarterly credit card audit and vendor spend review
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Sales tax registration and filing
Withholding tax registration for new employees
Business income tax return prep and filing
Pro forma tax return for planning (each summer)
Handling of state and federal tax agency correspondence
1099 reporting
S Corp compliance monitoring (tax minimization)
Tax strategy implementation (e.g., hiring kids, Augusta Rule)
Worker’s comp audit support
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Setting and tracking of annual budgets and targets
Weekly cash flow forecasting and monitoring
Profitability study by offering, service line, location, etc.
Monthly KPI review
CFO analysis based on constraints and needs identified (examples below)
Commission and compensation analysis
New location & expansion feasibility studies
Reduction of interest rates and merchant account fees
Lease vs buy analysis for equipment and vehicles
AR monitoring, process controls and escalated follow-up communications
Employee bonus program implementation
Profit share program development
Phantom equity implementation
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Ongoing Slack / Teams channel with whole team – 4 business hour response promise
Monthly Cash flow / tactical meeting for immediate needs and decisions, pulse on business (30 mins)
Monthly CFO strategic financial review to review performance against targets and review financial performance (50 mins)
Weekly onboarding meetings for the first 6-8 weeks
Ad hoc meetings as needed for specific time sensitive matters
Daily monitoring of Finance@ email at your domain for easy interaction with outside vendors and investors
Is this more support than you’re looking for?
An Executive Financial Review might be for you →
NOT LIKE YOUR ACCOUNTING FIRM
Our Unique Approach
We never bill hourly
Our pricing is based on the value we deliver, not the time we log. You get a partner invested in your outcomes, not their clock.
We come to you
During onboarding, we visit your practice in person. We meet your team, learn your business, and show up like a full-time employee - because that's what a CFO does.
We respond within four business hours
You won't be waiting days for answers to questions that affect your business today.
We manage the whole finance function
No more bridging the gap between your bookkeeper and your CPA. We oversee the entire team so nothing falls through the cracks.