CPA Firm Scales CFO Services for Private Clinics with Outsourced Support

Industry

CPA Firm (Private Healthcare Clinics)

Services Provided

Payroll, Medical Expense Analysis, Clinic Profitability Reporting

Location

Denver, Colorado

Engagement Duration

Since January 2024

The Challenge

This CPA firm worked with doctors, dentists, and clinic networks who needed:

  • Dedicated Financial Oversight: Clinics lacked financial clarity by department (surgery, consults, diagnostics).
  • Payroll Issues: Frequent errors in staff and doctor payments.
  • Delayed CFO Reporting: Monthly insights were often sent late or incomplete.

Our Solution

We built a medical accounting delivery model:

Department-Level Financials

  • Categorized income/expenses by service line.
  • Tracked provider-level performance (revenue per practitioner).

Payroll Automation & Reporting

  • Used Gusto and ADP for timely, categorized payroll.
  • Delivered P&L dashboards, margin reports, and budget planning tools.

The Results

After just six months of working with us, the business experienced tangible improvements:

Metric Before After
Payroll Accuracy 84% 100% On-Time & Accurate
Clinic Financial Visibility Fragmented By Doctor & Department
Client CFO Review Readiness Delayed Delivered by Day 3 Monthly

Key Takeaways

  • Outsourced accounting helps healthcare CPAs deliver CFO-level services.
  • Departmental reports unlock insight for private practices.
  • Reliable payroll and margins drive better clinic growth.

Client Testimonial

We now provide real CFO value to every clinic client without expanding our internal team.

Advisory Director, Healthcare CPA Firm

Denver

CFO-Level Support for Medical & Dental CPA Firms

Clean reports. On-time payroll. Strategic insight.

Schedule a Free Consultation Today

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