Services

I help healthcare leaders clarify their financial picture, forecast with confidence, and make smarter decisions—without needing to hire a full-time finance team.

Project - Based Work

Perfect for one-time needs like financial model builds, board decks, or clinic launch planning. Most projects last 2–6 weeks and come with a clear scope, deliverables, and handoff.

Example Projects:

  • For early-stage teams building their financial foundation.

    • 12–24 month forecast with driver-based assumptions

    • Hiring model and cash runway tracker

    • Dashboard setup + monthly reporting rhythms

    • Includes 2 working sessions and handoff walkthrough

    Ideal for startups, virtual clinics, and grant-funded orgs needing clarity and control.

  • For founders and executives prepping for boards, investors, or grants.

    • Clean BvA reporting with variance analysis

    • KPI trends, cohort metrics, and actionable insights

    • 5–10 board slides or strategic finance memo

    • Optional support for investor or grant data rooms

    Perfect for teams heading into a raise, audit, or high-stakes review.

  • For early- and growth-stage founders raising venture capital or strategic funding.

    • Financial model tailored to your growth story (12–36 month horizon)

    • Round sizing, dilution planning, and use-of-funds waterfall

    • Investor-ready slides: revenue drivers, unit economics, cash runway

    • Benchmarking support (LTV, CAC, burn multiple, etc.)

    • Pitch walkthrough or mock Q&A session

    • Optional: Data room guidance + file audit

    Ideal for Seed through Series B founders needing polish and strategic clarity before hitting the fundraising trail.

  • For everything that doesn’t fit in a neat box.

    • Messy spreadsheets, unclear stories, broken models

    • Fundraise prep, grant budgeting, clinic unit economics

    • One-off modeling or rev ops support

    • Flexible scope based on a quick discovery call

    Perfect for fast-moving teams who need clarity—fast.

Monthly Retainer

Ongoing, part-time strategic finance support—ideal if you need a “finance lead” but don’t need full-time headcount. This can include forecasting, dashboards, ops systems, and being your go-to finance partner in meetings and strategy sessions.

Example Projects:

  • For small teams needing finance structure without a full-time hire.

    • Rolling 18-month forecast with quarterly reforecasting

    • Cash flow dashboard and burn runway visibility

    • Department-level budget tracking and cost center support

    • Monthly board reporting with BvA insights and KPI narratives

    • Hiring approval workflow + spend governance system

    Ideal for growing teams that are looking to professionalize finance function after receiving funding.

  • For growing care delivery orgs building MSO systems.

    • Multi-entity forecast with provider-by-state modeling

    • Revenue cycle dashboards: claims, denials, payer mix

    • Credentialing and licensing tracking tied to hiring plans

    • Close calendar + RCM-to-finance workflows
      Investor and grant reporting aligned to clinical outcomes

    Perfect for clinics expanding quickly but lacking internal finance leadership.

  • For nonprofits, C-Corp startups, and public benefit organizations pursuing grants and/or venture capital.

    • Grant-compliant budget development and fund use allocation

    • Fundraising model with dilution planning and pitch-aligned metrics

    • Scenario planning for restricted/unrestricted revenue mix

    • Narrative support for financial storytelling across decks and data rooms

    • Quarterly reporting template for funders and board

    Designed for teams balancing mission integrity with scale-focused capital.

Financial Review Session

$350.00

Focused sprint sessions designed to give you clarity—fast.

Need a second set of eyes on a financial model? Thinking about scenario planning, budgeting, or getting a handle on your cash flow?

Book a one-hour session to get grounded, ask questions, and leave with a clearer path forward.

Available virtually.

Perfect for founders, COOs, and Ops leads looking for a fast, smart financial gut check.

Pre-call intake form and post-call summary included.