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Tier 02 · Controller
Controller: a disciplined close and clear controls, every month.
We close the books and own the accounting function. Budgets tied to census, approval paths and spend controls, and a clean close every month. The dashboards are only as good as the books.
What's included
What we handle
- Fractional ControllerGAAP-aligned close, internal controls, audit-ready monthly.
- Outsourced AccountingEnd-to-end finance operations in one engagement.
- BudgetingBudgets tied to real operating drivers, such as client census.
- Internal controlsApproval paths, spend controls, and banking structure.
- General ledgerOne source of truth, with a behavioral health chart of accounts.
- Audit-ready monthly closeMonth-end close with trend review.
Who it's for
Built for
- Operators whose books need a disciplined close and clear controls
- Organizations growing faster than their accounting systems
- Outpatient, IOP, PHP, residential, and inpatient behavioral health operators
Systems we typically use
QBO general ledger · Ramp · Divvy · Rippling
How it works
How an engagement runs
- 60-minute Free Financial Systems AuditYour top 3 profit levers, a redlined P&L, and a 90-day sprint plan. Yours to keep.
- Custom quoteA month-to-month package scoped to what the audit found.
- OnboardingWeek 1: access, chart of accounts review, and baseline.
- Monthly closeClose, statements, and trend review every month.
Month-to-monthScale up or downCustom quote after your audit
Start here
The Free Financial Systems Audit
A 60-minute working session with Josh. You keep all the analysis, even if we never work together. Pricing for any ongoing work is a custom quote after the audit.
60Minutes
3Deliverables
$0Cost
Questions first? Email josh@bhealthcfo.com or Call Josh 435-429-2855.
Audit findings are preliminary and based on the information you share with us. The free audit doesn’t create an advisory or client relationship. Details
Once you engage, Josh & Tyler take every onboarding call personally.
What you walk away with
- Your top 3 profit levers, quantified in dollars.
- A redlined P&L showing where margin is hiding.
- A 90-day sprint plan you can run with us, or without.
Built for outpatient, IOP, PHP, residential, and inpatient behavioral health operators.