Services

The full financial stack, your way.

Three tiers. Engage at the level you need today and scale up or down as the business evolves. Every engagement is month-to-month.

Fractional CFO

We own your financial strategy without a full-time hire.

  • Fractional CFOStrategy, capital plan, board & investor reporting.
  • Strategic AdvisoryVision facilitation, exit-readiness & deal support.

Includes the full MoneyMap Method™

What's included →

Controller

We close the books and own the accounting function.

  • Fractional ControllerGAAP-aligned close, internal controls, audit-ready monthly.
  • Outsourced AccountingEnd-to-end finance operations in one engagement.
What's included →

Accounting Operations

We run the daily back office that keeps cash moving.

  • BookkeepingBehavioral health chart of accounts, reconciliations, trend review.
  • Accounts PayableApproval workflows, vendor management, spend control.
  • Accounts ReceivableFaster billing, payor follow-up, prepayment protocols.
  • Payroll & TaxPayroll processing and tax compliance with an operator's lens.
What's included →
Month-to-monthScale up or downÀ la carte or as a packageCustom quote after your audit
Included in the CFO package

The full MoneyMap Method deployment.

  • Cash forecasting
  • High-level strategy
  • Pricing power
  • Profit Per X
  • Weekly email & analysis
  • Vision & horizon
  • Cash conversion cycle
  • Live dashboards

Fractional CFO details →

Pricing

Custom quote after your audit.

We don't publish package prices. After your Free Financial Systems Audit, we quote a month-to-month package built around what you need, à la carte or as a comprehensive package.

Book your free 60-minute audit →
Behavioral health only

Built only for behavioral health operators.

Every service is tailored for outpatient, IOP, PHP, residential, and inpatient behavioral health operators. If a need comes up that isn't listed, let us know.