05 · CFO Advisory
Advanced financial strategy for scalable success.
Built for ABA clinics ready to operate at the next level. The CFO Elite Plan combines strategic leadership, tax planning, and RCM oversight into a full-scale financial partnership, control, clarity, and confidence across every aspect of your business.
What's Included
Everything it takes, handled.
Advanced CFO guidance with RCM support, tax strategy, job costing, and monthly performance reviews for continued profitability.
Starting investment. The complete financial partnership for multi-site and scaling practices.
Everything in CFO Core
Essential financial leadership, cash flow management, and profitability analysis, fully included.
Accrual Accounting
Full accrual-basis accounting handled by a private-equity-grade team of accountants and CPAs, the same financial rigor large PE-owned clinics run on, now available to founder-led practices.
RCM Support & Training
Workflow streamlining, efficiency reviews, and training that levels up your in-house billing team.
Tax Strategy & Planning
Proactive strategies that protect profits and keep you compliant year-round, not just at filing time.
Job Costing & Cost Analysis
Understand profitability at the service level, by program, payer, and location.
Monthly RCM & Strategy Calls
Recurring working sessions that align your revenue cycle and growth strategy month over month.
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.
What's the difference between Core and Elite?
Elite is Core plus the layers scaling practices need: RCM oversight and team training, proactive tax strategy, job costing by program and location, and a monthly strategy call cadence instead of reporting alone.
Is Elite overkill for a single-site clinic?
Usually, yes. Core carries most single-site practices well. Elite earns its keep when you're adding sites, programs, or headcount fast enough that tax exposure and unit economics start driving decisions.
Do you handle our taxes?
We do the strategy and planning year-round and work hand-in-hand with your CPA at filing time, so tax season is a handoff, not a scramble.
Does Elite include full RCM?
Elite includes RCM oversight and training for your team. If you want us running the entire revenue cycle, it pairs tightly with our Full-Cycle RCM service. Many Elite clients run both.
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.