CFO ADVISORY
Financial Leadership Built for Health Centers
Whether you need a CFO at the table, a stronger one in the seat, or expert guidance on a critical initiative - we meet you where you are.
We've held the seats we're advising on — CEO, CFO, CAO, COO. Every engagement is built on years of experience and grounded in how FQHCs actually work.
Not outside consultants. Not a slide deck and a handoff. We embed with your team until the work is done.
WHEN YOU NEED A CFO
Embedded financial leadership
Not every health center needs a full-time CFO — but every health center needs CFO-level thinking. We provide embedded financial leadership that gives your organization executive-level oversight, board-ready reporting, and strategic financial direction. Whether you're filling a vacancy, navigating a transition, or growing beyond what your current team can cover, we step in from day one.
✓ Outsourced and fractional CFO
✓ Interim CFO and Finance Director placement
✓ Budget development, cash flow, and audit coordination
✓ Financial policy and procedure development
WHEN YOU HAVE A CFO WHO NEEDS SUPPORT
CFO development & board readiness
You have a strong internal candidate — a controller or revenue cycle director who knows your health center inside and out. What they haven't had is the mentorship, board exposure, or strategic reps that turn a great operator into a confident CFO. We work alongside your financial leader as an ongoing advisor. And when the CEO needs separation between staff and the board, we step in as the financial voice in the room.
✓ Board reporting preparation and financial presentations
✓ CFO mentoring and development
✓ Financial narrative coaching
✓ PPS, UDS, and FQHC-specific financial literacy
✓ Ongoing advisory as situations arise
WHEN YOU NEED EXPERT GUIDANCE ON A SPECIFIC INITIATIVE
Strategic advisory
Some engagements are about solving a specific problem — a capital project that needs a pro forma, a compliance gap that needs to close before your next OSV, or a program that's underperforming and needs a hard look. We scope these engagements around your timeline and goals, bring the analytical rigor, and hand you a plan you can execute.
✓ Strategy and capital planning, including NAP applications and M&A
✓ Program analysis — grant performance, UDS, ROI evaluation
✓ HRSA compliance support and OSV preparation
✓ Workflow analysis and SOP development
✓ Benchmark comparisons against peer health centers
Every engagement starts with a conversation
Tell us where your health center is today and we'll figure out the right fit together.