Common questions

A fractional CFO is a part-time finance advisor. We bring your books and scheduling reports together to explain what changed and help you plan for the next 12 months. That might mean modeling a hire, reviewing what insurers pay, or working out how much cash to keep.

Your admin saves two reports from SimplePractice or a similar system each month. Your bookkeeper sends the profit and loss statement and balance sheet they already prepare. We follow up for anything missing.

We work alongside your bookkeeper, biller and CPA. We use the books they already close and the reports your team already runs. Bookkeeping, claims and tax filing stay with your existing team.

We work from practice-level totals and don’t need patient names, session notes or diagnoses. Files stay in your practice’s approved OneDrive or Google Drive. We sign a business associate agreement (BAA) before you share data. Whether an arrangement meets HIPAA depends on how it is set up and contracted.

Working remotely with group therapy practices across Colorado. We’re based in Denver and meet remotely.

Bring one business decision you’re weighing. We’ll talk for 20 minutes about what you need to know and whether a Practice Health Check makes sense. There’s no cost and no pressure.

Yes. Bring your question to a free intro call. If a one-off project makes sense, we’ll send a fixed quote.

We work with group therapy practices with 3 or more clinicians. It helps to have current monthly books and appointment reports from SimplePractice or a similar system. If you have fewer than 3 clinicians, need help catching up on bookkeeping, or are in a cash crisis, this service may be a better fit later.