Are you Ready to Lead With Confidence?

Fractional CFO Services

Financial leadership doesn’t have to mean hiring a full-time CFO. Our Fractional CFO services give you the insight, clarity, and strategy you need — scaled to your facility’s needs — so you can focus on leading with confidence.

CFO Level Expertise without the Full-time Cost

Financial Leadership Scaled to Your Needs

Running a nursing home or other health care organization is complicated. Between compliance demands, cash flow challenges, and day-to-day operations, financial leadership often gets pushed to the back burner. But having a Chief Financial Officer doesn’t have to mean hiring one full-time. A Fractional CFO gives you executive-level oversight on a flexible basis — so you gain the clarity, planning, and leadership you need, without the overhead.

Month-End Close Oversight

We handle the monthly close process using your software, making sure everything is accurate and timely. Because we know long-term care operations, we can quickly spot when costs look off or key expenses have been missed.

Custom Financial Statements

We prepare core financials that reflect how your departments actually operate. Reports are tailored so leadership gets the right numbers to make informed decisions.

Budgeting & Forecasting

Budgets are built around the realities of nursing home operations — staffing, census, and reimbursement. We load them into your software so results are always compared against plan.

Audit-Ready Financial Support

We organize your books so they reflect what auditors and cost report preparers expect to see. Having the right support in place ahead of time keeps the process smoother and less stressful.

Rate Setting Guidance

Because we understand how Medicare and Medicaid rates are set, we can model their impact on your facility. We also help monitor, adjust, and pursue increases when opportunities arise.

Capital Budgets & Bed Changes

Facility changes like converting semi-private rooms to private or making capital improvements can directly affect your reimbursement rates. We help you forecast the financial impact of these decisions so you know the outcome before you invest.

Cash Flow & Expense Monitoring

We track the numbers that matter most — from PPD costs to vendor payments — and flag when something looks off. By drawing on our experience across other nursing homes and providers, we help you see where your facility stands and where adjustments can make a difference.

Banking Relationships

We help you build and maintain strong relationships with your lenders and financial partners. From preparing for loan applications to supporting ongoing financing needs, we make sure your banking connections work for your organization.

Strategic Financial Guidance

Beyond producing numbers, we bring context from years of long-term care leadership. That means you have a partner who connects financial strategy with the real-world challenges you face.

Our Approach

We don’t believe in one-size-fits-all. Our CFO services are designed to come alongside you, at the pace and scale you need:

Choose a level of service that fits your needs and budget — tailored to your facility and goals.
Enjoy a predictable flat monthly fee with no hourly billing or hidden costs, so you always know what to expect.
No long-term contracts — and if you’re not satisfied, we’ll refund your last month’s fee.
Adjust your level of service anytime as your needs change.

What You Can Expect

What this means for you is a stronger sense of control, confidence in your leadership, and space to focus on what matters most:

Less Stress, More Clarity — You’ll always know where your facility stands financially without the constant second-guessing.
Time Back for Leadership — Step away from the daily financial details and focus on staff, residents, and strategy.
Financial Confidence — Make decisions with accurate, timely reports tailored to how nursing homes really operate.
Peace of Mind with Compliance — Stay prepared for auditors and surveyors with clean, organized financials.
A Partner Who Gets It — Work with professionals who understand both finance and the realities of long-term care.

Our expertise

Case Studies

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Vitarra Audit

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Payroll for Startups

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Bookkeeping for Minoki

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You don’t have to do this alone.

Reach out and let’s explore how we can help.

What our clients say

Testimonials

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Martin Wheeler

CFO - Abjuu

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Mark Hudson

Finance Manager - Loop