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Tier 01 · Fractional CFO
Fractional CFO: your financial strategy, without a full-time hire.
The Fractional CFO engagement is the full MoneyMap Method™ deployment: strategy, cash forecasting, pricing, and a weekly operating rhythm with leadership.
What's included
What we handle
- Cash forecastingA 13-week rolling cash forecast, updated weekly.
- High-level strategyStrategy, capital plan, and board & investor reporting.
- Strategic advisoryVision facilitation, exit-readiness, and deal support.
- Pricing powerProgram pricing evaluated against market position and cost structure.
- Profit Per XUnit economics per session or treatment day.
- Cash conversion cycleWorking to shorten the time from service to deposit.
- Weekly email & analysisAction items with owner, status, and next step.
- Live dashboardsExecutive metrics built for your business.
- Vision & horizonAnnual vision reset and tax strategy plan (if purchased).
Who it's for
Built for
- Operators who want "here's what happened and what to do next," not just reports
- Leadership teams choosing between exit and operate
- Outpatient, IOP, PHP, residential, and inpatient behavioral health operators
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, data, and baseline. The cash forecast is typically live by week 2.
- The rhythmWeekly forecast and CFO email, monthly close and strategy session, annual vision reset.
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.