04 · CFO Advisory
Financial leadership designed for growth.
Growing ABA clinics need more than bookkeeping, they need financial leadership. The CFO Core Plan delivers executive-level financial management, insight, and strategy without the cost of a full-time CFO, bridging the gap between clinical excellence and financial performance.
What's Included
Everything it takes, handled.
Strategic financial leadership offering cash flow forecasting, profitability tracking, and growth planning tailored for ABA practice success.
Every piece below is handled end to end by our team — no gaps, no hand-offs, nothing left for you to chase. One partner, one accountable system, built around how ABA practices actually run.
Starting investment. Executive financial leadership at a fraction of a full-time CFO hire.
Cash Flow Management
Continuous monitoring of inflows and outflows to protect liquidity and stability.
Profitability Analysis
We examine margins service by service and surface the hidden costs eroding them.
Revenue Forecasting
Advanced models predict revenue patterns so you can plan hiring, sites, and spend with confidence.
Receivables & A/R Support
Aging schedules are managed actively and collections accelerated.
Monthly Financial Reporting
Comprehensive reports with the metrics that matter and clear recommendations to act on.
A Real Partnership
In it with you for the long haul.
Running a clinic is hard, and you should not carry the financial side alone. A fractional CFO means a partner in your corner between meetings, building trust and a foundation that lasts.
Outcomes
What clinics see when this is handled well.
Questions
Asked by founders like you.
Anything we didn't cover? Bring it to the strategy call, no pressure, no jargon.
How is this different from bookkeeping?
Bookkeeping records what already happened. The CFO Core Plan is about what happens next, forecasting cash, protecting margins, and planning hires and growth with numbers you can trust.
Who do we actually work with?
A dedicated fractional CFO backed by our analyst team. You meet monthly at minimum, and they're in your corner between sessions, payer negotiations, big hires, lease decisions, all of it.
Do we need the Financial Assessment first?
Yes, every CFO engagement starts there. The roadmap it produces is what your CFO executes against, so the first month is momentum instead of discovery.
Can we move up to Elite later?
Anytime. Core nests inside Elite, so upgrading adds tax strategy, RCM oversight, and job costing without restarting anything.
Keep Exploring
Other ways we help clinics grow.
Let's Get Started
Ready to build financial clarity?
Let's show you exactly where your clinic can improve cash flow, profitability, and operational performance.