Services

Accounting, revenue cycle oversight, and the CFO seat.

Four service lines. Buy one or buy all four, but they stack in order — the books have to be true before the revenue cycle can be measured, and both have to be true before anyone should be making decisions off them.

Bookkeeping and close

Accrual-basis books built to survive diligence, not just to file a return. Revenue recognized by date of service, your practice management system reconciled to QuickBooks every month — CentralReach, ReThink, Aloha or whatever you run — payroll run and reconciled, and clinical labor split by analyst, technician and location so you can see which sites and which service lines actually make money.

Month-end close runs on a published calendar with a hard date. What lands is an executive summary in plain language, a full statement package — P&L, balance sheet, cash flow — that a buyer, a lender or a sponsor would accept without a rebuild, and a KPI pack: margin by service line and location, collection rate, AR aging, utilization, and the trend on each.

What this is not. Not tax prep. We work alongside your CPA and give them books they do not have to fix.

Monthly retainer · setup and cleanup quoted separately · this is where it all starts

Revenue cycle oversight

We manage your biller. We do not bill. The work sits at the front of the cycle, where the money is actually lost: authorization burn, cancellations, session conversion, conversion to billed, clean claims, rate integrity, and recoupments.

Pods own an analyst-and-technician team end to end. Targets go in the agreement — 1 to 2 day session conversion, 1 to 2 day conversion to billed, 95% clean claims, cancellations under 5% — and get measured weekly. Legacy AR is worked in parallel, not after.

The cadence is weekly, not monthly: a standing check-in, weekly reporting against the targets, and a live dashboard built on your own data so nobody is waiting on a month-end close to find out the schedule slipped.

What this is not. Not a billing company and not a coding audit. We are the layer above your biller, and we hold the ledger underneath them.

Retainer + day-180 performance bonus · targets written into the agreement

Fractional CFO

The finance chair at the table, filled part-time. Cash forecasting and a 13-week outlook, payer mix and contract economics, service line margin, location P&Ls, pod scorecards and the bonus structure behind them.

Weekly check-in with the owner or the sponsor, plus board, lender and sponsor reporting on their format and their calendar. Diligence support and exit readiness when the time comes — including the years of clean accrual history that makes a data room defensible instead of embarrassing.

What this is not. Not an advisory retainer with a monthly call. It is the seat, with revenue cycle reporting into it.

Fractional or interim · for sponsors, multi-site platforms, and owners heading toward a sale

CFO advisory

For owners who do not want to outsource the thinking. We teach you to read your own statements and know what to do about them, build and hold a forecast you believe, and run the monthly KPI review with your own team instead of waiting on someone else to interpret it.

Structured as a fixed-length engagement with a working session cadence, your real numbers, and homework. By the end you are making the pricing, hiring and payer calls yourself, with the reasoning to defend them.

What this is not. Not coaching in the abstract. Every session runs on your own books.

Fixed-length engagement · your numbers, your decisions, your team

What lands, and how often.

Every month · line 01

Executive summary

What happened, what changed, and what needs a decision — in plain language.

Financial statements

P&L, balance sheet and cash flow. Accrual, by date of service, reconciled to your practice management system.

Metrics and KPIs

Margin by service line and location, collection rate, AR aging, utilization, and the trend on each.

Every week · lines 02, 03 and 04

Weekly check-in

A standing working session with you and whoever else needs to be in the room. Decisions, not status.

Weekly reporting

The revenue cycle numbers on a seven-day cycle, against the targets in the agreement.

Live dashboards

Built on your own data, open on your desk. Authorization burn, conversion, clean claims and cash, current — not a month behind.

Measure. Intervene. Maintain.

The sequence your clinicians already run, applied to the business.

Measure. Close the books properly, or run a Leak Map Assessment, or both. Nothing gets diagnosed off numbers we have not verified.

Intervene. Work the leaks in the order the data ranks them, on targets written into the agreement.

Maintain. Hold the gains. Scorecards, forecasting, and a seat at the table when decisions get made.

Most engagements start at line 01 or with the assessment. Nobody starts in the CFO seat without one of the two underneath it, because advice on numbers we have not verified is just an opinion.

The Leak Map AssessmentThe paid front door

Fee$7,500 fixed

Duration3 weeks

DeliverableReport · dashboard · session

Yours to keep either way100%

We pull your billing export and the general ledger, then trace every dollar from scheduled session to posted cash. You get a Revenue Integrity Report with the leakage quantified stage by stage, a live dashboard built on your own data, and a ninety-minute findings session with a fix list ranked by dollars recoverable per week of effort.

What it is not. Not a claims audit and not a coding review. We do not touch claims and we do not manage your biller during the assessment. It is a measurement engagement that ends with a decision.

Multi-entity and PE-backed platforms are scoped separately.

Two ways to get a verified number.

Oversight does not start on a guess. It starts on something we have measured ourselves, and there are two ways to get there.

The Leak Map Assessment runs the full cycle, from the reservoir — authorized hours narrowed to what the guardian has agreed to and the analyst has approved — through cancellations, biller lag, clean claims, rate integrity and recoupments. It is the deeper of the two because it measures the three stages that happen before a claim exists.

A claims audit starts after the session is converted. We reconcile claims to cash, payer by payer, and tell you what is actually collectible versus what your system says. Narrower scope, faster, and scoped to the payer book you want checked.

Either one is enough to put revenue cycle oversight on the practice. Some owners want the whole map before they commit. Some already know which payer is the problem and want that book reconciled first. Both end the same way: a verified number and a fix list.

Which oneFront door

Leak Map Assessment

ScopeFull cycle · 7 stages

Starts atThe reservoir

Duration3 weeks

Fee$7,500 fixed

Claims audit

ScopeClaims to cash

Starts atConverted session

DurationScoped to volume

FeeQuoted

How pricing works.

Every engagement is a fixed monthly fee against a written scope, set by the size and complexity of the practice rather than by hours.

What moves the number on oversight: how many billers sit under it, how many entities and locations, claim volume and payer mix, and whether billing is in-house, with an outside biller, or both.

Setup and cleanup are quoted separately and are not negotiable — the architecture is the most valuable phase and the one everything else depends on. Revenue cycle oversight carries a performance bonus tied to targets we agree in advance.

We will give you a number on the first real call, after we understand the practice and not before.

Book a 20-minute fit call

Twenty minutes to find out whether this is a fit. Not a strategy session — we will not have your numbers yet.