Outsourced strategic finance for healthcare practices
How Pinnacle Works
From reliable data to confident decisions.
Pinnacle becomes the strategic-finance layer between accounting records and management decisions. We connect cash, profitability, forecasts, and growth choices in a consistent monthly rhythm—either alongside the finance professionals you already trust or through a coordinated Finance Department—so each review leads to a clearer decision, accountable owner, and financial signal to monitor.
FOUNDATION
Reliable financial data
Start with reconciled records, clear definitions, and known assumptions. Pinnacle can work alongside your existing team or coordinate bookkeeping, close, and controller oversight when the engagement includes a Finance Department.
FORWARD VIEW
A decision-ready view
Connect cash, forecasts, margins, provider and service-line economics, capacity, and scenarios so leadership can see what is changing and why.
ACCOUNTABILITY
An accountable next move
Each review ends with the decision, owner, timing, and financial signal leadership will monitor next.
The monthly finance rhythm
Five connected layers turn financial data into confident decisions.
These layers are maintained together so leadership is not forced to reconcile isolated spreadsheets or make forward decisions from backward-looking statements alone.
Financial integrity
Reliable close, reconciliations, reporting structure, and consistent definitions.
Cash visibility
Thirteen-week forecasting, working capital, collections, commitments, and minimum-cash thresholds.
Performance visibility
Provider, payer, service-line, location, margin, capacity, and KPI analysis at the level the data supports.
Forward planning
Budgets, rolling forecasts, headcount, provider ramp, capital needs, and realistic scenarios.
Decisions and follow-through
Compare options, document assumptions, assign owners, set thresholds, and measure actual results against the approved plan.
What the partnership looks like
Financial visibility should improve every month—not only when there is a problem.
Pinnacle maintains the recurring finance rhythm behind better decisions. Each month, we refresh cash and forecast views, explain what changed, update assumptions, and track the owners and thresholds tied to the next move.
Update the view
Refresh cash, forecast, budget-to-actual, and agreed performance measures from the latest reliable data.
Explain what changed
Connect results to provider, payer, service-line, location, staffing, or capacity drivers at the level the data supports.
Make the next decision
Compare realistic scenarios, clarify assumptions and risks, and assign the next action.
Follow through
Monitor thresholds, replace assumptions with actual results, and adjust the plan before an issue becomes urgent.
Team structure and boundaries
Clear responsibilities, whether Pinnacle complements or coordinates the finance team.
Alongside your existing team
Pinnacle can work from the books produced by your accounting team and coordinate with your CPA, banker, attorney, billing team, and other advisors as the decision requires.
As a coordinated Finance Department
Pinnacle can manage bookkeeping and close, provide controller-level oversight, maintain cash and forecast views, and coordinate qualified specialists through one accountable finance rhythm.
Specialist responsibility remains clear
When tax, attest, legal, clinical, coding, valuation, investment, payer-contract, or regulatory judgment is required, the appropriately qualified professional retains responsibility for the conclusion. Pinnacle connects the financial evidence and keeps the work aligned with the management decision.
Confidentiality: Do not submit PHI, patient-level data, account credentials, or sensitive documents through public forms or calculators. Secure access and data-handling expectations are defined for an engagement.
See Pinnacle in action
See how strategic finance becomes a decision.
The explainer shows how the ongoing finance rhythm works. The fully illustrative sample model shows how that work supports a provider-hiring decision and contains no client or patient data.
See how Pinnacle works month after month
Can the clinic safely hire another provider?
Choose your starting point
Start with the decision already in front of you.
Start with the question leadership is trying to answer. Pinnacle will identify the right analysis, forecasting, and ongoing support.
Understand cash and performance
Connect cash flow, collections, margin, and operating signals so leadership knows what needs attention.
Explore strategic finance services Use the Free Cash Clarity ToolMake a hiring or growth decision
Test provider, staffing, location, equipment, and service-line scenarios before committing cash.
Review the provider and location model Try the cash-requirement estimatorBuild finance leadership as you scale
Create a consistent forecasting, reporting, and decision rhythm across one practice or a complex organization.
See who Pinnacle supports Request a private consultationCMA-led healthcare finance
Healthcare experience behind the work.
Pinnacle is led by Emily Hauser, CMA, with 17 years in healthcare, including 10 years in healthcare finance and experience managing and analyzing healthcare budgets exceeding $500 million.
Start with the question
Give the next consequential decision a clearer financial foundation.
Bring the decision, the evidence already available, and what leadership still needs to understand. Pinnacle will be candid about the right level of support—and whether the question belongs with another professional.