Medical practice CFO services designed for doctors who want clarity—not complexity.
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.
Most practice owners are excellent clinicians running a business without a financial strategist in their corner. Our fractional CFO service fills that gap — giving you the forecasting, benchmarking, and financial modelling that turns your monthly reports into a forward-looking plan. Here is 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, our Medical Practice CFO services will 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.
We break down your income by provider, service line, and payer mix — then benchmark your costs against the industry — so you can see exactly what's driving profitability and where the best opportunities are hiding.
Hiring a new provider, buying equipment, taking on a lease, restructuring your compensation model — every major practice decision has a financial dimension. We are available throughout the year to model the numbers on decisions before you make them, not just to report on what happened after.
A strategy only works if someone is tracking whether it is being executed. We hold scheduled check-ins to review your progress against financial targets, flag variances before they become problems, and keep your plan moving forward — rather than letting a good strategy sit in a document that no one revisits.
A full-time CFO for a medical practice costs $150,000 to $250,000 per year in salary alone. Our fractional model gives you the same financial expertise — forecasting, benchmarking, strategic planning, and accountability — at a fraction of that cost, scaled to what your practice actually needs right now.
Bookkeeping shows you what happened. Medical practice 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 with MedTax to learn more about our CFO services.
