Fractional CFO for Outpatient Clinics

A fractional CFO provides strategic financial leadership without the $195K–$320K+ base salary and $250K–$400K fully loaded cost of a full-time hire (ranges commonly reported for healthcare CFOs across industry compensation surveys). For clinic owners, that means building financial models, forecasting cash flow, analyzing expansion opportunities, preparing for exits, negotiating with lenders, and guiding major business decisions. We focus on where your practice is going—not just where it’s been.

Accounting gives you accurate books, monthly reports, and tactical recommendations. Fractional CFO gives you strategic leadership: financial modeling, forecasting, expansion analysis, exit preparation, and high-level decision support. Accounting tells you what happened. CFO tells you what to do next and builds the roadmap to get there.

Our fractional CFO services are designed for outpatient clinics generating $3M–$50M in annual revenue. At this stage, you’re dealing with multi-location complexity, significant growth decisions, potential exits, and financial questions your accountant can’t answer. Practices under $3M typically start with our Accounting Service to build the foundation first.

Our fractional CFO services start at $4,000/month with a one-time onboarding fee ($3,000–$9,000 depending on complexity). Compare that to a full-time CFO at $195K–$320K base salary plus benefits—often $250K–$400K fully loaded for healthcare practices per industry compensation surveys. You get senior-level financial leadership at a fraction of the cost.

Two calls per month, about 60–90 minutes each. We send all materials 3–4 days in advance so you can review before we meet. Beyond the calls, we do the work. You stay focused on patients and operations.

Most clients identify $5K–$10K/month in opportunities within the first 30 days. Significant improvements—EBITDA increases, expense reductions, strategic clarity—typically happen within 90–180 days. The first “aha moment” usually comes faster than clients expect.

Absolutely. This is one of the most common reasons clinic owners hire us. We build financial models for new locations, analyze ROI projections, stress-test cash flow scenarios, and help you understand the true cost and timeline of expansion. No more guessing whether you can afford to grow.

Yes. Exit preparation is a core part of what we do. We help you understand your current valuation, identify what’s suppressing your multiple, build a plan to maximize practice value, and prepare the financial documentation buyers and investors expect. Most owners are surprised by how much value they’re leaving on the table.

We’ll assess during onboarding. Fractional CFO services require clean, reliable financials to be effective. If your current accountant isn’t delivering accurate books, we also offer our own Accounting Service that plugs directly into fractional CFO, or we can help you find a better accountant if you prefer to keep them separate.

Not necessarily. We can work alongside your existing accountant or bookkeeper. They handle day-to-day transaction recording, reconciliation, and tax preparation while we handle the strategic layer: modeling, forecasting, analysis, and decision support. However, if your accountant isn’t delivering accurate, timely financials, we also offer our own Accounting Service that plugs directly into fractional CFO. Many clients find it easier to have both under one roof.

Each month you receive: location-by-location profitability analysis, 90-day cash flow projection, KPI dashboard tracking 20–25 metrics, variance analysis explaining what changed and why, and strategic recommendations tied to your take-home pay and practice value.

No. After onboarding, it’s month-to-month. We keep clients because we deliver results, not because of contract lock-in. And if you’re not satisfied in the first 45 days, we’ll refund your monthly fee—no questions asked.

Yes. Many clients do exactly that. We build the financial foundation with accurate books and reporting, then add strategic CFO leadership as the practice scales or prepares for a major decision like expansion or exit. The transition is smooth since we already know your business.

If your main problem is messy books, late reports, or not understanding your numbers—start with Accounting. If your books are solid but you’re facing strategic questions (Should I expand? What’s my practice worth? How do I increase profitability without seeing more patients?)—you need a fractional CFO. Not sure? Schedule a strategy call and we’ll tell you honestly which makes sense.