Compare accounting, controller and fractional CFO services by the work you need done and the decisions you need to make.
These are service areas, not fixed packages. We agree the deliverables and responsibilities for your engagement.
| Service focus | Healthcare Accounting | Controller Services | Fractional CFO |
|---|---|---|---|
| Main need | Dependable records and a consistent monthly close. | Closer financial review, reporting oversight and controls. | Cash-flow, budgeting and growth decisions. |
| Work to discuss |
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| Focus of the review | Reconciled balances and the financial statements they support. | Exceptions, reporting consistency and follow-up responsibilities. | Assumptions, scenarios and the financial implications of upcoming decisions. |
| Explore more | Explore more | Explore more |
Swipe across to compare all three services.
Review overdue reconciliations, uncategorized transactions and unexplained balances. Define the accounts and periods that need attention before starting the work.
Explore cleanup and catch-up →Consistent definitions · Shared costs
Compare locations using consistent reporting definitions, explain shared costs and connect each site's results to the group view.
Explore multi-location accounting →We discuss the priorities, define the scope and agree the engagement before work begins. Cleanup and recurring support are scoped separately.
Organize the chart of accounts, review transaction coding and align reports with your practice's needs. Configuration, cleanup and reporting support depend on your edition and agreed scope.
Connect billing and practice-management reports with deposits and accounting records. Identify differences that need explanation, including timing, fees and refunds.
Revenue reconciliation complements your billing team's work. It does not replace medical billing. Payroll reconciliation and payroll processing are also separate responsibilities.
