Fractional CFO · COO · Controller

You built the practice.
Let's protect the margin.

Fractional CFO, COO and Controller for physician-owned specialty practices with $1M–$20M in annual collections.

Who we serve

Built for physician-owned specialty practices.

We work with independent specialty groups with $1M–$20M in annual collections and 1–15 providers — the sweet spot where senior finance leadership pays for itself.

Dermatology & Plastic Surgery

Elective, cash-heavy workflows and cosmetic margins.

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Orthopedics & Spine

High-volume procedural revenue and implant economics.

Gastroenterology & Cardiology

Hospital-linked billing, pre-auths, and payer complexity.

OB/GYN & Other Specialties

Episodic care, call coverage, and roster planning.

What we offer

Three bundles. One clear monthly fee.

Take one bundle or stack all three. Pricing scales with your collections and provider count — these are starting points.

Controller

Clean Books

  • Bookkeeping oversight
  • Monthly financial statements
  • Bank reconciliation
  • AP / AR management
  • Clean, audit-ready ledger

from $1,500/mo

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Most popular

CFO

Know Your Numbers

  • Monthly KPI scorecard
  • Budgeting
  • 13-week cash forecast
  • Provider comp modeling
  • Monthly strategy call

from $3,500/mo

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COO

Run It Right

  • Billing / RCM oversight
  • Credentialing
  • Compliance calendar
  • Front-office workflow
  • Growth planning

from $2,500/mo

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How it works

A 90-day path from murky to managed.

1

Diagnose

Days 1–30

We review your books, billing, and cash position, then hand you a written margin diagnosis with the biggest gaps called out.

2

Stabilize

Days 31–60

Clean up the ledger, stand up monthly statements and a 13-week cash forecast, and put controls around AP, AR, and compliance.

3

Build

Days 61–90

Monthly KPI scorecards, a documented comp model, and a strategy cadence so margin improvement is planned, not accidental.

Book a call

Let's talk margin.

Pick the way that's easiest for you — a discovery call, or a quick text.

Book a discovery call

Text us instead

Prefer texting? Message us at (435) 200-5375 and we'll text you back.