Medical Practice CFO Services | Focus on Care, Not Numbers

Focus on Care, While We Handle the Numbers

Is managing your clinic’s finances taking time away from patient care? Our medical practice CFO services handle cash flow, billing, and financial planning so your practice runs smoothly and grows.

Helping Your Clinic Stay Financially Healthy

We offer expert support so you can focus on patient care while we manage your practice’s finances. Our medical practice CFO services cover every aspect of financial management to improve cash flow, streamline revenue cycles, and optimize your clinic’s financial performance.

Manage Cash Flow

Track daily income and expenses, monitor patient volume, and plan future growth with accurate cash flow forecasting.

Revenue Cycle Management

Oversee billing systems, insurance reimbursement, and patient billing to reduce payment delays and maximize collections.

Financial Statements

Prepare clear balance sheets, profit and loss statements, and cash flow reports for better decision-making.

Financial Projections & Strategic Planning

Build detailed projection plans and forecasts to support practice growth and investment decisions.

Accounts Receivable & Billing Support

Ensure timely payments from patients and insurance providers with efficient accounts receivable management.

Financial Performance Monitoring

Track key performance indicators (KPIs) and provide dashboards for operational and financial clarity.

Budgeting & Expense Control

Plan budgets, control costs, and monitor financial efficiency to protect profit margins.

Financial Risk Management

Identify and mitigate financial risks affecting your clinic, from reimbursement delays to regulatory changes.

Investor & Stakeholder Reporting

Prepare clear reports for investors, partners, or lenders to support funding or expansion.

Why Choose Us for Medical Practice CFO Services

At Oak, we help clinics and medical practices stay financially organized so you can focus on patient care. Our team brings deep expertise in cash flow management, revenue cycle oversight, and financial management tailored to healthcare.

Value for Money

Get expert CFO guidance without the cost of a full-time hire.

Result-Oriented Approach

Improve your financial performance with actionable insights and accurate reporting.

Extended Customer Support

Receive ongoing support for patient billing, insurance billing, and other financial challenges.

Dedicated Teams

Specialists handle your accounts receivable, cash flow forecasting, and financial statements.

Experienced Consultants

Our financial professionals understand medical practices and provide real solutions for growth.

Strong Work Ethic

We manage your finances carefully, ensuring your practice avoids financial distress and stays compliant.

Make Patient Care Your Priority, We Handle Finances

Stop worrying about cash flow, billing, and financial reports. Let our medical practice CFO services handle the numbers so you can focus on patient care and growing your practice.

What Our Client Say

Don’t just take our word for it- hear from the business we’ve helped succeed

It is my pleasure to recommend Oak’s bookkeeping services to anyone, as I have been using them for many years, and I believe they are genuine and really know their stuff.

Oak was patient and professional as I navigated the startup process. They managed changes, improved organization, created a strong pitch deck, adapted despite branding delays, and effectively incorporated my financial charts.

No praise can match Oak Business Consultant’s CFO services. Their dedication is unmatched. I trusted them with two complex accounts, and everything was handled professionally and accurately, without a single misstep.

Working with the Oak Business Consultant team has been a pleasure. Their insight and support clarified key financial decisions, and I have complete confidence in Oak for all my CFO needs.

Our first collaboration with Oak Business Consultant was seamless. The team understood our goals, adapted to our workflow, stayed patient through changes, and offered insightful suggestions that improved overall project efficiency.

The Oak Business Consultant team exceeded expectations with excellent work and responsiveness. They were engaged, quick to deliver, supportive during financial discussions, and their expertise made the process seamless—we’d choose Oak again.

Frequently Asked Question

What is a fractional CFO and how can it help my clinic?

A fractional CFO is a part-time or on-demand Chief Financial Officer who provides expert financial strategies, cash flow analysis, and financial management without the cost of a full-time hire.

How does an outsourced CFO differ from a full-time CFO?

An outsourced CFO delivers financial leadership and guidance remotely, handling accounting services, revenue cycle management, and financial projections tailored to your healthcare practice.

Can you help with medical billing and insurance reimbursement?

Yes. We manage patient billing, insurance billing systems, and reimbursement models to reduce claim errors and improve cash flow.

What financial services do you provide for private medical practices?

We handle cash flow forecasting, balance sheet analysis, profit and loss analysis, financial reporting, accounting system setup, and overall financial control for private clinics and physician practice groups.

How do you improve financial performance in the healthcare industry?

By monitoring KPIs, providing operational analysis, and advising on financial strategies, we help healthcare companies and medical practices increase efficiency, manage costs, and optimize revenue recognition.

Can you provide support with tax strategies and regulatory compliance?

Yes. Our CFOs guide medical practices on tax strategies, month-end closing, and financial records to ensure compliance and avoid financial inefficiencies.

Do you offer help with financial modeling and projection plans?

Absolutely. We create detailed financial modeling, cash forecasting, and 13-week cash flow forecasts to plan for future growth and funding requirements.

What kind of reporting can I expect from your Healthcare CFO services?

You’ll receive investor reporting dashboards, KPI/performance scorecards, financial statements, and operational analysis to track the practice’s financial health.

Do you help clinics plan for business growth and operational efficiency?

Yes. We provide guidance on cost structures, workforce challenges, practice’s structure, and performance improvement to support business growth and maintain financial stability.