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CFO Service

Our CFO package offers comprehensive services, including those provided in the Full Service package, with the added benefit of a fractional Chief Financial Officer who takes a holistic approach to your practice. We assist practice owners with forecasting, budgeting, compensation, expansion, and more, making it an ideal choice for fast-growing practices preparing for growth, expansion, or business exit strategies.

What We Offer

Advanced Tax
Planning

Our Advanced Tax Planning Service goes beyond traditional tax preparation by proactively identifying opportunities to minimize your tax liability. It involves a comprehensive analysis of your financial situation, including income, investments, and deductions, to develop personalized strategies that maximize your tax savings. 

CAS Lite

Our CAS Lite package is perfect for beginners or those considering hiring in the near future. When your schedule becomes overwhelming, let us take care of your bookkeeping. With our Solo package, you'll have access to a team of specialized accountants, phone and email support, and quarterly Financial Review meetings.

Client Accounting Service (Lite)

Client Accounting Services (Full)

Our Full CAS Service is tailored for group practices, offering comprehensive bookkeeping support with specialized accountants in the mental health industry. We provide assistance with compensation planning, payroll, and regular Financial Review meetings to alleviate stress for practice owners.

CFO Service

Our CFO package offers comprehensive services, including those provided in the Full Service package, with the added benefit of a fractional Chief Financial Officer who takes a holistic approach to your practice. We assist practice owners with forecasting, budgeting, compensation, expansion, and more, making it an ideal choice for fast-growing practices preparing for growth, expansion, or business exit strategies.

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