You’re booked solid. The team’s busy. Patients are coming in.
But when you look at the numbers, something’s off.
Where’s the profit? Can you afford to hire? Are you paying yourself enough—or too much?
Without a clear financial strategy, every decision feels like a guess.
With part-time CFO services tailored to medical practices, you’ll finally get the financial clarity you’ve been missing. Here’s what we help with:
We’ll map out your income and expenses over the coming months, so you’re not caught off guard by payroll, rent, or slow insurance payments. It’s about knowing what’s coming—not reacting after the fact.
We help you identify and track the right metrics for your practice—like revenue per provider or cost per visit—and compare them to others in your specialty so you can spot gaps and opportunities.
Whether it’s just you or you’ve got partners, we’ll help structure owner compensation in a way that makes sense—so you’re not overpaying too soon or waiting too long to reward yourself.
Need to plan for a second location, new equipment, or a future exit? We’ll help you think long-term with projections that factor in real growth, not just wishful thinking.
You'll see what's driving profitability and what's dragging it down, so you can make smarter day-to-day decisions.
Big decisions feel easier when you’ve got someone to talk them through with—someone who actually understands how medical practices run.
We'll check in regularly to help you stay focused and ensure nothing slips through the cracks.
No need to bring on a full-time CFO. You’ll get the insights and guidance you need—minus the overhead or commitment.
Bookkeeping shows you what happened. CFO services help you plan what’s next. With MedTax, you get both—just at the level that fits your practice.
CFO services are available as an add-on for clients in our Elite package. That’s because real strategy needs solid bookkeeping and clean financials to be effective.
Let’s put a clear financial plan behind your hard work. Book a quick introductory call to learn more about our CFO services.
MedTax™ is a service of Mizzen Tax and Accounting LLC. All rights reserved.
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