You spent years in medical school, not business school. Let us master your finances while you focus on patient care. Expert CFO services built for dentists, physicians, veterinarians, and healthcare professionals.
Running a practice means juggling patient care with complex financial demands. Sound familiar?
Delayed reimbursements, claim denials, and AR aging over 90 days draining your cash flow. You're providing care today but not getting paid for months.
High W-2 income, equipment depreciation, 1099 contractors, multi-state licensing. Your CPA files taxes, but are you actually optimizing for wealth-building?
Between patient payments, insurance reimbursements, payroll, supplies, and equipment leases—you're never quite sure: "Can I actually afford this?"
HIPAA, OSHA, state licensing boards, employment law. One misstep in financial record-keeping could trigger an audit or investigation.
Opening a second location or acquiring another practice sounds great—until you realize you have no visibility into which location is actually profitable.
Associate compensation, hygienist bonuses, front desk salaries. Are you paying competitively? Overpaying? You have no benchmarks to compare against.
We combine fractional CFO expertise with AI-powered forecasting—tailored specifically for professional practices.
Financial expertise meets healthcare industry knowledge.
We understand PPO vs HMO, capitation, and fee-for-service revenue models
Bank-grade encryption, secure client portal, BAA agreements in place
AI forecasting trained on professional services revenue patterns
We work alongside your existing tax advisor—no replacement, just collaboration
Schedule a free 30-minute consultation. We'll review your practice financials and show you exactly how we can help—no obligations, just clarity.
Schedule Your Free Consultation