Fractional CFO & Advisory
The numbers behind your biggest decisions.
CFO-level guidance for practice owners — cash-flow forecasting, KPIs, profitability, and the analysis behind acquisitions, sales, and partner buy-ins.
What it includes
What working with us covers
KPI & reporting
Dashboards built around the metrics that actually run your practice.
Cash-flow forecasting
Forecasting and budgeting so you see what’s coming.
Profitability & benchmarking
Where the money’s leaking, and how you compare to peer practices.
Transition advisory
Acquisition, sale, and partner buy-in/buy-out modeling.
How it works
Simple to start
Tell us your situation
A quick, secure intake — the basics and the one thing that’s been nagging you.
We review & document
We assess where you stand and write down the legitimate options available to you.
We stay ahead of it
Proactive, year-round advisory — we reach out before deadlines, not after.
Questions
Straight answers
I’m not big enough for a full-time CFO. Is this for me?
That’s exactly the point — fractional means CFO-level guidance scaled to your practice, without a full-time hire.
Can you help me evaluate buying or selling a practice?
Yes — acquisition, sale, and partner buy-in/buy-out modeling are core to the advisory work.
Let’s find what you’re leaving on the table
Complete the quick intake and Tim will reach out within 1–2 business days.
Get Started Today