Services
CFO support. Built around your practice.
From financial reporting and cash-flow forecasting to growth decisions and exit preparation, we shape the work around your practice’s needs. Start with a conversation about where you are and what comes next.
Why us
What you are actually buying.
Built around ABA.
Our work with ABA companies means the financial conversation starts with CentralReach, EVV, BCBA productivity, payer mix, and Medicaid HCBS waivers. Your operating model shapes the analysis.
- Fluent in CentralReach reports, billing, and authorization dashboards
- Built financial models around BCBA productivity and authorization yield
- Track payer-mix shifts across Medicaid, commercial, and self-pay
- Model the impact of HCBS waiver rate changes by state
When a client's state cut its Medicaid rate by 4%, we'd already modeled the EBITDA impact two quarters earlier, and we had a payer-mix pivot plan ready before the news broke.
Full-CFO expertise, fractional cost.
The same forecasting, dashboards, board reporting, and strategic finance you'd get from a $300K+ full-time hire, for the fraction of the price the rest of your business actually needs.
- Monthly close + owner dashboard delivered by the 15th
- Rolling 12-month forecast, refreshed quarterly
- Board-quality reporting that holds up in PE diligence
- Cash-flow forecasting and working-capital management
- Annual budget cycle + scenario modeling
A $300K+ full-time CFO bills 2,000+ hours a year. Most ABA practices under $20M need 400. We deliver the same standard for the hours you actually need.
Strategic finance, not bookkeeping.
A bookkeeper can't answer the questions keeping you up. We work alongside your bookkeeper and controller, building the financial intelligence that protects your margins, sharpens your decisions, and prepares you for whatever comes next.
- We work with your existing bookkeeper / controller, not replace them
- We read the P&L for what it's telling you, not just what it says
- We anticipate buyer-diligence questions 12+ months out
- We model pricing, payer-mix, geographic, and hiring decisions
Your bookkeeper closes the month. We tell you what the close means, and what to do next quarter.
Selective. Personal. Long-view.
You'll work with our team. We take on a small number of ABA clients at a time, so the people doing your board deck, your forecasts, and your diligence prep are the ones whose name is on the door.
- 4 active client engagements at a time, by design
- You work with us directly, no handoff to a junior
- Multi-year engagements: same operator at year 3 as at intake
- No churned associates, no team rotations, no quarterly farewell
Year one: stabilize. Year two: scale. Year three: prepare for the next chapter. Same eyes on the same P&L the whole way.
Next step
Let’s walkyour numbers.
I take on a small number of ABA clients at a time. Thirty minutes on your business, your numbers, and your next move. Then a straight answer about whether I am the right help, whether or not you hire me.
Book a confidential call