Services:
Unlike a CPA, our role isn’t just to ensure compliance—We are here to help your clinic thrive. We work alongside you to build financial strategies that support your growth, free up time for patient care, and improve profitability. With our deep knowledge of healthcare finance, we understand the unique challenges clinics face, from reimbursement models to compliance.
CFO Package
Tailored Financial Strategy: Develop and implement customized financial strategies that align with your clinic’s mission, ensuring sustainable growth and profitability.
Comprehensive Cash Flow Management: Monitor and optimize your clinic's cash flow, allowing you to confidently reinvest in patient care and expand your services.
Dedicated Support and Guidance: Receive ongoing, hands-on financial leadership with monthly strategic planning sessions and 24/7 support, ensuring you’re never alone in making critical decisions.
Enhanced Financial Visibility: Gain clear, actionable insights with detailed monthly financial reporting, empowering you to make informed decisions that drive your clinic’s success.
Optimized Operations: Streamline your accounts payable and receivable management, freeing up your time to focus on what matters most—caring for your patients.
Future-Proof Your Clinic: Stay ahead of financial challenges with proactive financial planning and budgeting, setting your clinic up for long-term success in an evolving healthcare landscape.
Accounting and Payroll Package
Real-Time Financial Insights: Receive timely and accurate monthly financial reports, giving you a clear picture of your clinic's financial health to make informed decisions.
Efficient Payroll Management: Simplify your payroll process with seamless, stress-free payroll services, ensuring your team is paid accurately and on time every month.
Customized Budgeting: Develop precise budgets that reflect your clinic’s unique needs and goals, helping you stay on track and optimize resource allocation.
Strategic Planning Support: Benefit from quarterly planning meetings to review financial performance and adjust strategies, keeping your clinic on the path to growth.
Responsive Support: Enjoy peace of mind with responsive email and phone support, ensuring your financial questions and concerns are addressed promptly.
Streamlined Operations: Eliminate the burden of manual bookkeeping tasks with professional transaction categorization and account reconciliation, allowing you to focus on patient care.
Bookkeeping Package
Accurate Record-Keeping: Ensure all your transactions are accurately categorized and reconciled on a quarterly basis, keeping your financial records organized and up-to-date.
Budget Management: Receive expert assistance in creating and maintaining budgets that reflect your clinic’s financial needs and goals, helping you manage resources effectively.
Periodic Financial Reports: Access quarterly financial reports that provide a clear overview of your clinic’s financial status, enabling informed decision-making.
Annual Strategic Review: Benefit from an annual strategic planning meeting to review your clinic’s financial performance and plan for the year ahead.
Responsive Email Support: Get your financial questions answered with responsive email support, ensuring you have the guidance you need when you need it.
Cost-Effective Operations: Simplify your financial management with professional bookkeeping services, allowing you to focus more on patient care and less on financial details.
“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