Your Strategic Financial Partner for Healthcare Growth

Our Services

Strategic CFO Services

A high-level perspective on your financial health and strategic direction.

  • Long-term growth strategies tailored to your medical practice or business - mapping out the next five to ten years of growth

  • Exploring mergers, acquisitions, and expansion opportunities

  • Real estate decisions; review, analysis, and negotiation (leasing, purchasing)

  • Leveraging your medical expertise for business growth beyond your practice

Financial Controller Services

Achieve financial stability and optimize your operations.

  • Budgeting, forecasting, and financial analysis

  • Implement efficient financial systems and processes to save time and reduce costs

  • ERP, Accounting and HR software review and integration of new systems if needed

  • Real estate review to ensure proper accounting of office(s) leases and purchases

  • Payroll & HR management

  • Marketing budget review and ROI analysis

Ongoing Accounting Support

Back-office accounting support for growing practices.

  • QuickBooks and ERP software management

  • Payroll processing

  • Accounts payable and receivable

  • Medical billing and insurance claims

  • Financial documentation and reporting

Implement efficient financial systems and processes

To save time, reduce costs and to ensure sustainable long term growth.

Tailor-Made Financial Solutions for Your Practice

We understand that every medical practice is unique. That's why we offer a free 30-minute discovery session to understand your specific needs and goals. From there, we'll craft a personalized solution that aligns with your budget and growth aspirations.

Our core services include Strategic CFO Guidance, Financial Controller Oversight, and Ongoing Accounting Support. We've designed flexible packages that you can mix and match, increasing or decreasing the level of support as your practice evolves.

To give you an idea of our pricing structure, our packages start at:

  • Strategic CFO Services: From $6,000/month

  • Financial Controller Services: From $3,500/month

  • Ongoing Accounting Support: From $2,000/month

Ready to Take the Next Step?

If you're serious about optimizing your practice's financial health and are comfortable with our starting price range, we invite you to schedule a complimentary discovery call.