What you can hire me to do.
Two ways to work together. Ongoing CFO help when you need it, or a focused financial review when you want answers before committing to anything ongoing.
Practice Financial Review
A focused look at where the money actually goes, delivered as a short, plain-English findings report. No jargon, no 40-page deck.
It's built for owners who want a clear picture before committing to anything ongoing. You keep the analysis whether or not we keep working together.
- Where the money is going
- What's driving, or draining, your margin
- What each provider contributes against what they cost
- What your payers are really paying, and where revenue gets stuck
- Where the cash pressure is coming from
- What a new hire has to bill to cover themselves
- What to fix first
Fractional CFO
Ongoing financial leadership for owners whose practice has outgrown the bookkeeping but doesn't need a full-time CFO on the payroll.
Monthly financials you can trust, a clear read on cash, and a CFO on call for the big decisions: pricing, hiring, expansion, or an eventual exit. Bookkeeping tells you what happened. This is the part that tells you what to do next.
- Monthly financials you can trust, explained in plain English
- Where your cash is, where it's going, and when it gets tight
- A straight answer on hiring and provider pay
- What your payers are actually paying, and what's driving (or draining) your margins
- Forecasts, so the next big decision isn't a guess
- Someone who turns the numbers into what to do next
Run a group therapy or psychiatry practice?
There's a page built just for you: the questions group owners actually bring me, free tools, and how I work with practices like yours.
See services for mental health group practicesNot sure which one fits?
That's what the first conversation is for. Thirty minutes, free, and you'll leave with a straight read on where things stand.