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Many practices need more sophisticated fiscal management, which can hinder their growth and financial performance. 


Fractional CFO services bridge this gap by bringing seasoned financial expertise into your team, enabling more informed decision-making and improved financial controls.

What You Get

Customized Financial Leadership

We offer tailored CFO services based on your practice’s size, complexity, and specific financial challenges.


Regular Strategic Reviews

Scheduled meetings to review financial performance, discuss strategic initiatives, and adjust plans as necessary.


Implementation of Best Practices

Introduction and management of advanced financial practices and tools to enhance business operations.


Continuous Financial Monitoring

Ongoing oversight of the practice’s financial activities to ensure alignment with overall business objectives.


Education and Training for Staff

Provision of financial training for your staff to improve their understanding of financial concepts and practices.


Scalable Involvement

Flexible service levels that can be adjusted as your practice grows or needs change, ensuring you always have the right level of support.

What We Do

Strategic Financial Planning

Developing and implementing long-term financial strategies to foster growth and stability.


Budgeting and Forecasting

Creation of detailed budgets and forecasts to guide business decisions and financial planning.


Financial Analysis and Reporting

In-depth analysis of financial data with comprehensive reporting to identify trends, challenges, and opportunities.


Cash Flow Management

Cash flow optimization to ensure financial health and operational efficacy.


Risk Management

Identification and mitigation of financial risks to the practice. 


Capital Structure Advice

Guidance on debt management and capital financing to optimize financial structure.


Regulatory Compliance and Tax Strategy

Oversight of financial compliance with healthcare regulations and strategic tax planning to maximize savings.

Why You Need This

Navigating the financial complexities of a growing medical practice requires strategic expertise often found in a Chief Financial Officer (CFO). 


However, the cost of a full-time CFO can be prohibitive for many practices. 


Our Fractional CFO Services provide expert financial oversight and strategic guidance at a fraction of the cost, allowing your practice to benefit from CFO-level insights without the associated full-time investment.

Fractional CFO Services

Overhead, Finance
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