CMA-led strategic finance for physician groups
Outsourced Strategic Finance for Physician-Owned Practices
Pinnacle provides outsourced strategic finance for established physician-owned practices that need clearer cash forecasting, provider and service-line economics, budgets, and growth decisions. We create a recurring finance rhythm so leadership can understand what changed, evaluate what comes next, and follow through with transparent assumptions, owners, and financial thresholds.
One connected operating view
See the practice beyond the monthly income statement.
Accurate books are essential, but they rarely answer whether cash will cover the next commitment, which providers or services are contributing as expected, or whether a growth plan can withstand a slower ramp. Pinnacle connects the financial and operating views leadership needs to manage those questions.
Reliable financial foundation
Reconciled statements, close discipline, balance-sheet support, consistent definitions, and clear ownership across accounting and finance.
Forecasting and scenarios
Rolling cash visibility, forecast-to-actual management, budgets, and decision models for hiring, capital, service lines, and expansion.
Provider and service-line economics
Consistent contribution views connecting workload, capacity, revenue, compensation, direct costs, collections timing, and shared resources.
Executive follow-through
Concise leadership reporting with the decision, owner, timing, open assumptions, and financial signal to monitor next.
Ongoing monthly value
Financial visibility should improve every month—not only when there is a problem.
The monthly service maintains the financial operating rhythm behind better decisions. The exact scope depends on data readiness, decision complexity, and whether Pinnacle works alongside the current accounting team or coordinates the broader Finance Department.
| Recurring view | What Pinnacle connects | Leadership use |
|---|---|---|
| Cash and commitments | Thirteen-week cash forecast, working capital, collections timing, payroll, debt, distributions, and known investments. | See pressure early and sequence commitments around a defined minimum-cash threshold. |
| Performance | Budget-to-actual results, margins, provider, payer, location, service-line, capacity, and agreed KPIs. | Understand what changed and which operating driver deserves attention. |
| Forward plan | Rolling forecast, headcount, provider ramp, capital needs, and base, downside, and upside scenarios. | Evaluate tradeoffs before leadership commits cash or operating capacity. |
| Decision accountability | Decision notes, assumptions, owners, due dates, thresholds, and forecast updates as evidence develops. | Keep approved plans connected to actual results and adjust sooner. |
Decisions supported
Bring the consequential question into the finance rhythm.
Pinnacle does not force every practice into the same dashboard. The reporting and analysis are built around the decisions leadership actually needs to make and the level of precision the available data supports.
- Can cash support another physician, advanced practice provider, or support team?
- Which provider, service line, or location is contributing as expected?
- How should compensation, capacity, and collections assumptions be tested together?
- When can the practice expand, buy equipment, or add a service without weakening liquidity?
- Which signals should trigger a proceed, hold, resize, or stop decision?
Where Pinnacle fits
Clear responsibility, whether we complement or coordinate the finance team.
Alongside the existing team
Your bookkeeper, CPA, billing team, banker, attorney, and other advisors retain their roles. Pinnacle adds management accounting, forecasting, analysis, and executive decision support.
As a coordinated Finance Department
Pinnacle can coordinate bookkeeping and close, provide controller-level oversight, maintain cash and forecast views, and connect the resulting information to leadership decisions.
With qualified specialists
When tax, attest, legal, clinical, coding, valuation, investment, payer-contract, or regulatory judgment is required, the appropriately qualified professional retains responsibility for that conclusion. Pinnacle organizes the financial evidence and keeps the work connected.
Choose the right depth
Match the finance support to the accountability the practice needs.
Financial Visibility
Monthly KPIs, thirteen-week cash visibility, interpretation, and a focused executive finance session for practices with dependable books.
Strategic Finance
Rolling forecasts, provider and service-line economics, and active support for hiring, capacity, expansion, and capital decisions.
Finance Department
Integrated bookkeeping, close, controller oversight, cash visibility, forecasting, and executive accountability.
CMA-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. The work applies management accounting, forecasting, and healthcare operating context without publishing sensitive client information or promising a particular outcome.
Start with the decision
Give the next consequential decision a clearer financial foundation.
Bring the decision, the reliable information already available, and what leadership still needs to understand. Pinnacle will be candid about the right level of support and whether another professional should lead part of the work.