Services:
Our tailored CFO solutions help healthcare clinics achieve financial clarity, optimize cash flow, and scale profitably. Whether you’re looking for foundational financial oversight or a high-growth strategic partner, we have a plan to support your clinic’s success.
Tier 3: High-Growth CFO Partner
A dedicated financial partner for clinics focused on scaling and maximizing profitability.
Scope of Services:
Everything included in Tier 2
Full financial leadership and strategic CFO advisory
Advanced tax planning and financial risk management
Real-time performance tracking and financial dashboard integration
Biweekly or weekly CFO strategy calls to ensure continuous financial improvement
Who This Is For:
Clinics scaling rapidly that need full financial oversight without hiring an in-house CFO
Owners who require real-time financial reporting and advanced strategic planning
Practices seeking proactive financial leadership to navigate complex business decisions
This plan provides executive-level financial oversight, ensuring clinics scale successfully while maintaining profitability and long-term financial health.
Starting at $5,000/month
Tier 2: Growth Optimization CFO
For clinics seeking deeper financial strategy and revenue optimization.
Scope of Services:
Everything included in Tier 1
Revenue cycle management and cost reduction strategies
Profitability analysis and development of financial key performance indicators (KPIs)
Monthly financial strategy sessions to evaluate growth and financial performance
Assistance with financing decisions, including loans and capital investments
Who This Is For:
Clinics experiencing growth but lacking a structured financial strategy
Owners seeking data-driven insights to improve profitability and reduce inefficiencies
Practices considering expansion, new hires, or capital investments and requiring expert financial analysis
This plan helps clinics optimize financial performance, improve profitability, and establish a strategic foundation for sustainable growth.
Starting at $3,000/month
Tier 1: Financial Clarity Plan
For clinics that need structured financial oversight and foundational strategy.
Scope of Services:
Monthly financial reporting and cash flow analysis
Budget tracking, forecasting, and financial planning
Compliance and financial health assessments
Monthly strategy call to discuss key financial decisions
Who This Is For:
Clinics that require structured financial tracking but are not yet ready for full CFO oversight
Owners who want better visibility into revenue, expenses, and cash flow
Practices seeking expert financial guidance without a long-term commitment
This plan provides financial clarity and structure, allowing clinics to make informed decisions and ensure long-term stability.
Starting at $1,500/month
“As a certified management accountant, I can help your business evolve with professional accounting services tailored to your needs. Your success is my priority.”
— Pinnacle Management Accounting