Practices that have outgrown bookkeeping, but don't need a full-time CFO.
I work with owner-led, multi-provider healthcare practices. If the business has gotten more complicated than the reports you're getting, you're in the right place.
The business got bigger. The financial picture didn't keep up.
You don't need all of these. If a few sound familiar, it's usually time for more than a bookkeeper's report.
More than one provider
You have several providers or clinicians, and you're not sure what each one really contributes once their costs come out.
Pay decisions with real money on them
Payroll and provider pay are your biggest costs, and the decisions about them keep coming.
Payers that complicate the math
Your payer mix or reimbursement setup makes "what did we actually earn?" a harder question than it should be.
Money stuck in billing
Claims, denials or slow collections are tying up cash you've already earned.
Hires that move your cash
Adding a provider is a real bet, and you'd like to know the break-even before you make it.
More than one location or service line
Each piece looks fine on its own, and nobody can tell you which one is carrying the others.
Deciding on half the picture
You're still making the big financial calls from incomplete information, and you know it.
Mental Health Group Practices
I've built specific tools and research for group therapy and psychiatry practices, along with a page just for owners like you.
- The questions group owners actually ask me
- What therapists pay their billers
- A free break-even calculator
Built inside real practices, not next to them.
I've spent 25 years in finance: banker, auditor, and for the last 16 years a CFO. Most of that time has been in healthcare: physician practice operations, revenue cycle, and the unglamorous work of making a practice's money actually make sense.
That includes serving as CFO and practice administrator of a multi-provider specialty medical practice, where the job was the same one I'd do for you: budget discipline, provider productivity, payer mix, and a billing process that actually collects.
I'm not a bookkeeper and I'm not a billing company. I'm the person who reads what they produce and tells you what it means and what I'd do about it.
Sound like your practice?
Let's take a look. First conversation's on me. No pitch, just a straight look at where things stand.