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Interim CFO


Need an interim CFO until you're able to recruit a qualified individual to fill the role? Our consultants work as interim CFOs in more than a dozen health centers at any given time. We can help keep your finances in order, mentor your staff, define needs, strategically plan for the future, and help you recruit the right fit, when you are ready. We offer flexible options, including on-site and remote assistance.

Strategic Planning


We are able and willing to facilitate on-site and remote strategic planning sessions. In open discussion with your management and governing Board, we can work together to plan realistic and achievable objectives, develop responsibilities, create tracking mechanisms, and see verifiable results in your clinic and the communities you serve. Strategic planning is essential to maintaining motivation and consistent progress in realizing your goals.

Financial Management


Federal compliance, 340B contracting, revenue cycle management, insurance enrollment, Medicaid rate setting, and other complexities make financial management of a health center particularly challenging. Our consultants are working as interim CFOs in more than a dozen health centers at any given time, regularly developing budgets and financial tools to aid management and the board in better understanding the intricacies of financial management. Let us help.