Services
Finance Diagnostic
A focused 3–4 week assessment of your finance function. You receive a prioritized roadmap with clear recommendations and expected impact.
Reporting, close, and controls
Cash, banking, and systems
Team structure and capacity
Finance Transformation
Hands-on leadership from plan through implementation, with defined phases, deliverables, and a clean handoff.
Cash-to-accrual and GAAP conversions
ERP, BI, and MSO/PC financial setup
Transaction readiness and integration
Fractional & Interim CFO
Senior finance leadership on a part-time or interim basis, for growth, transitions, or vacancies.
Strategy, forecasting, and capital planning
Board, owner, and lender reporting
Cash flow and team leadership
How Engagements Work
Assess
Review finance, systems, and team
Plan
Prioritized roadmap and milestones
Implement
Hands-on execution and progress tracking
Hand Off
Documented processes and a trained team
Every engagement has defined scope, milestones, and exit criteria, so you get lasting capability rather than ongoing dependence.
Who We Serve
Physician-owned practices
MSOs and PC structures
PE-backed healthcare platforms
Multi-entity organizations navigating growth or transition across industries
Systems Experience
Sage Intacct
Acumatica
QuickBooks
Power BI
SQL
Velixo
Ramp
Track Record
Results from Kyle’s prior CFO and finance leadership roles:
$67K
Cost Swing
Led a cash-to-accrual conversion and BI build at a multi-entity pathology MSO, turning a $45K cost center into a $22K net positive ($67K swing)
48%
Reduction in Stale A/R
Cut month-end close from 20 to 10 days as CFO of a PE-backed healthcare platform
50%
Faster Month-End Close
Managed a 28-person revenue cycle team to a 48% reduction in stale A/R at a multi-site specialty practice