Virtual CFO

services for doctors

Virtual CFOs can be a great option for doctors that need strategic financial guidance without the high cost of a full-time CFO.

CFOs are important when making growth plans, establishing banking relationships, seeking financing, and obtaining lines of credit, real estate or equipment purchasing, and evaluating key practice data and demographics.

Our Virtual CFOs are seasoned in all aspects of accounting, including budgeting and forecasting, regulatory compliance, accuals, and depreciation. They also lead our accounting and bookkeeping teams to ensure that your financials are reviewed prior to publishing.

Is a Virtual CFO a fit for your practice?

If you have practice revenue of $1 million plus and plan on growing revenue, a Virtual CFO is a fit for you.

If you are unsure, we offer Virtual CFO services on an a pay-per-analysis basis to evaluate the financial needs of your practice.

Your practice will benefit from expert financial insight, strategic planning, creative funding options, and cash flow and data analysis.

How often do you speak to your CPA?

Doctors often turn to their CPA’s seeking advice but this can prove to be unproductive and misguided.

CPAs are not intimate in your growth plans, strategies, bank relationships, real estate transactions, equipment finanicng, or posess a clear understanding of fee schedules and revenue cycle. CPAs are great at taxes not practice finances.