CFO Advisory and Consulting Services

We help owners and executives of small and middle-market private medical practices, healthcare, biomed, biotech, medical device manufacturing, and life science businesses accelerate their growth and take them to the next level by offering a variety of Outsourced Virtual CFO Services, Strategic Business and Financial Planning, Business Consulting, Business Intelligence and Dashboards, and Startup CFO Solutions.

Our CFO Service "Secret Sauce"



Our process begins with custom designing the fit-for-purpose CFO Services to help accelerate our client's growth while also taking into account their needs, key milestones, realistic execution deliverables, and budget.  We do this by taking a holistic view to building processes and teams, as opposed to an a-la-carte menu of services.  This is the way we ran businesses for Fortune companies and high net worth families who have built significant companies.  We have just tailored our approach to the specific needs of smaller, private companies.

We make it easy for our clients to plug and play our services into their organizations.  We offer flexible service options (Interim, Fractional a.k.a. Part-Time, Consulting Projects), reliable virtual capabilities and SMEs, hybrid onsite and virtual engagements, and our technology stack leverages affordable cloud technologies and apps.  We offer CFO Advisory Services that essentially wrap around a company's accounting provider.  Not surprisingly, our custom solutions are often less expensive than other alternatives.    


The Benefits of Hiring The Healthcare CFO

The Healthcare CFO The Benefits of Hirin
  1. Provide you with an experienced CFO Advisor.

  2. Help you achieve your goals.

  3. Improve your corporate governance.

  4. Build your financial intelligence.

  5. Increase investor and external confidence in your leadership.

  6. Go beyond reporting and help you drive the numbers.

  7. Explain and select debt and equity funding options.

  8. Prepare you for investor pitches, Q&A.

  9. Plan for succession and prepare the company for transactions.

  10. Strategize, analyze, and plan ahead using financial models and scenario analysis.

  11. Offer recommendations to manage your accounts receivable and cash flow.

  12. Maximize your profit.

  13. Provide pricing, procurement, and productivity recommendations/guidance.

  14. Offer creative cost-cutting opportunities.

  15. Assist you in analyzing and vetting critical decisions.

  16. Recommend opportunities to optimize your workforce.

  17. Make smart and impactful digital technology investments.