Our Services

What financial issues do you need to solve today?

Our Services

    • Provide part-time or project-based finance and accounting expertise for healthcare or service-based businesses.  

    • Not all organizations are able to fund a full-time CFO position.  Part-time or “fractional” CFOs can provide a more cost-effective way to meet the need when more extensive finance expertise is needed to manage the business or support a large internal project. 

    • Interim CFO services provide support during periods of leadership transition to help maintain continuity, provide guidance, and contribute specialized expertise when evaluating new opportunities.

    • Operating, Capital and Cash Flow Forecasting

    • Develop and implement a comprehensive budget process and forecasting model based on your core business drivers (volumes, PMPM, RVUs, staffing, etc.) 

    • Develop and implement short-term and/or long-term cash flow forecasting tools based on your cash inflows, operating budget/forecast, capital planning, distributions and debt service.    

    • We work with your team to support development or will work directly with the leaders in your organization to design the forecasting model.

    • Train your team in maintenance and updates to the forecast model. 

    • Provide project-based analytics for decision making and support:

      • Capital Projects

      • Service Line Analysis

      • New Service Lines or Business Opportunities

      • De Novo Modeling

      • Case Costing

      • Revenue Analysis

    • Support owners and management with due diligence and valuation documentation, forecasting, presentations and preparation.

    • Complete an adjusted EBITDA analysis.

    • Financial review of definitive agreements, earn-out methodology and terms, or other relevant legal documents included in the transaction.

    • Provide Project Lead or team support in implementing a new accounting/ERP system including evaluation, selection, planning, implementation, testing and go-live support.

    • Create a payer contract grid of key legal and financial terms.

    • Develop financial models for payer contract analysis to facilitate negotiations.

    • Train your team in payer contract negotiation process and strategy.

    • Support negotiation with health plans.

    • Areas: Provider, ASC and Risk-Based Contracting.

    • Preparation for an initial or recurring financial audit.  

    • Audit coordination.

    • Prepare or review complex analysis or reconciliations for high-risk areas.

    • Implementation of new pronouncements.