strategic CFO support for your Growing practice

Ideal solution for most small and growing practices ($1-5M in production). Get CFO support, only when you need it, for a discrete decision point or project to help your practice grow. This is the best of all worlds - having CFO resources available for your practice, without the commitment or cost of a traditional CFO.

Growing your practice requires having confidence in your decisions, and that starts with getting comfortable with your practice financial information. Our platform delivers timely, accurate financial information with our insight rich reports so you can be decision ready at any time.

An ongoing CFO relationship is typically a great fit for practices undergoing major growth initiatives/transitions or larger practices ($3M+ annual production) who are looking for a multi-year, strategic relationship.