Scale your Business with Confidence, Not Guesswork.
Strategic,Value-Creation Services for Service-Based Businesses
We help service-based businesses (including Professional Services, Trades and Home Health Agencies) scale profitably, optimize cash flow, proactively plan for the future and build fiscal resilience. We accomplish this by providing a range of Strategic CFO Advisory Solutions.
Unique Financial Challenges
Below are just some of the unique pain points that service-based businesses often face. For healthcare service providers, the ACHA certification process adds a layer of daunting financial requirements that can sink a a business if handled incorrectly:
Staff are busy, revenues are up but the bank balance does not reflect this.
Making large hiring or spending decisions based on intuition rather than meticulous data analysis.
Profit leaks arising from team members performing tasks outside the scope of the original contract, without billing clients for the additional time spent.
Team members are busy, not productive. Too many non- billable, administrative hours.
The Solution: Our Strategic Financial Management Services
Our Systematic 3-Step Approach to Strategic Financial Management
The Discovery: We perform an in-depth financial health audit to determine whether the financial records can be relied on for our strategic diagnostic work. The audit is also used for benchmarking & margin analysis, identify cash flow bottlenecks , assess key internal controls and scalability readiness.
The Roadmap: We build a 12-month financial model tailored to your service niche to help you know what your cash flow position will be months in advance, so you can plan accordingly.
Ongoing Advisory: Monthly deep dives to track KPIs, manage cash flow and ensure regulatory filings are ahead of schedule.
Other Strategic Value - Creation Services
The AHCA Compliance Advantage: Many new home health agency owners find the Proof of Financial Ability (PFA) to be one of the most frustrating part of the licensure process. Our services remove the stress from the process and help owners avoid Omission Letters and licensing delays.
Risk Management: Even in today’s volatile business environment, many companies have no formal risk identification or mitigation strategies in place. We help our clients identify the top threats that could impact profitability & cash flow and build the early warning systems needed to scale safely.
Audit Readiness: our services transform the annual audit process from a high stress event to a non-event. Engaging us ensures your finance function is technically compliant, operationally efficient and strategically positioned to pass scrutiny from tier-1 auditors, lenders and investors.
Business Process Improvements: Most founders view business process and SOPs documentation as a chore. The reality is they are strategic assets. A business with documented systems fetches a higher multiple during an exit because it proves the cash flow is transferable and not tied to the Founder’s brain.
Below are just some of the wonderful organizations we have partnered with:
Are you ready to scale profitably and optimize your organization’s cash flow? if you are a healthcare provider, Are you feeling overwhelmed with the AHCA licensing financial requirements? Schedule a free 30 minute consultation today.
