Fractional CFO

Fractional CFO for Outpatient Clinics

Grow your practice without working more hours. Strategic financial leadership without the $300K salary.

At a glance

For practices$3M–$50M
Starting at$4,000/mo
Strategy calls2x/month
Guarantee45-day money back

The Real Problem

You already have an accountant. You get reports every month. But here's the question nobody asks:

Are they telling you what to do with your numbers — or just showing them to you?

Most clinic owners we meet are working harder than ever. Revenue is up. But take-home pay? Flat. Practice value? Unknown. Exit timeline? “Someday.”

You didn't go to business school. You went to medical school. And nobody taught you how to read a financial model, evaluate an expansion, or know if your practice is actually worth what you think it is.

Highly profitable clinics aren't working harder—they're just making different choices.

We give you the playbook to make them.

Is This Right for You?

This service is for clinic owners who:

Generate $3M–$50M in annual revenue
Operate multiple locations and need to know which are actually profitable
Are planning to grow—new locations, providers, or service lines
Are building toward an exit and want to maximize practice value
Already have an accountant but need someone to turn numbers into strategy

Generating under $3M? Our Accounting Service may be a better fit.

How We're Different

Your Accountant Reports. We Lead.

Your AccountantFractional CFOWhat You Get
Sends monthly P&LBuilds 3-year financial modelA roadmap, not a rearview mirror
Reports what happenedForecasts what's comingDecisions before problems hit
Generic adviceHealthcare-specific benchmarksContext that actually matters
Answers questionsChallenges your assumptionsA partner, not a yes-man
Available when you callProactive monthly strategy sessionsSomeone thinking about your business when you're not

The Seven Figure Practice Playbook

Four Systems That Separate Profitable Clinics From Everyone Else

Most practices are stuck in the “see more patients” trap. You're working 60+ hours a week and still not taking home what you should. The most profitable clinics run differently. Here's what they have that you don't—yet:

01

Strategic Financial Model

A living 3-year forecast tied to your actual goals: expansion timelines, provider additions, exit valuation targets. Not a static budget that sits in a drawer—a decision-making tool you use every month.

02

Cash Flow Command Center

Rolling 90-day cash forecast. Early warning on tight months. Confidence to make investments without lying awake wondering if you can make payroll.

03

Location-Level P&L

Know exactly which clinics print money and which ones drain it. Stop subsidizing underperformers. Double down on winners.

04

Executive Decision Support

Vendor negotiations. Debt restructuring. Hiring decisions. Expansion analysis. The strategic thinking a full-time CFO would do—without the $300K salary.

What's Included

Monthly Deliverables

Full financial model review and update
Location-by-location profitability analysis
90-day cash flow forecast
KPI dashboard (20–25 metrics tracked)
Variance analysis: what changed, why, and what to do about it
Strategic recommendations tied to your take-home pay and practice value

Ongoing Support

Two CFO strategy calls per month (reports delivered 3–4 days in advance)
Unlimited email/Slack access for quick questions
Vendor and lender negotiation support
Board/partner meeting preparation when needed

What's Not Included

Bookkeeping or transaction recording
Tax preparation or filing
Day-to-day accounting tasks

We work alongside your accountant. If yours isn't delivering accurate, timely financials, we'll help you find one who will.

See Where Your Practice Stands

A 4-minute financial test your accountant hopes you skip.

Results

MetricTypical Outcome
EBITDA increase$200K+ within 180 days
Annual expense savings$70K+ identified
Time saved20+ hours/month
VisibilityPer-location profitability
ConfidenceClear roadmap for growth or exit

Case Study

8-Location Practice

The situation:

Owner running a growing multi-location practice. On paper, things looked fine. In reality:

  • No idea which locations were profitable
  • Debt payments approaching with no refinancing strategy
  • Needed to hire an operations director but afraid of the cash impact
  • Previous accountant just sent reports—no guidance

What we built:

  • Location-level financial reporting (first time ever seeing true clinic profitability)
  • 3-year strategic growth model with expansion scenarios
  • Debt refinancing strategy that freed up $15K/month in cash flow
  • Executive compensation analysis to confidently hire key staff

Results in 180 days

$0K+

Annual expense reduction (accounting firm switch alone saved $60K)

$0K+

EBITDA increase

0+hrs/mo

Freed for ownership

Hired operations director with confidence

Clear expansion roadmap with projected ROI for each new location

“We went from guessing to knowing. For the first time, I can see exactly where we're making money—and I have a plan to make more.”

Think your practice has similar potential?

Frequently Asked Questions About Fractional CFO Services

Curious what a CFO would find in your financials?

Take the 4-minute financial assessment quiz Your Accountant Hopes You Skip—and find out where your practice stands.