Case Studies
Tailored CFO Solutions For Medical Practices
At MedPro CFO, we provide data-driven financial solutions tailored for healthcare providers. Our expertise helps you optimize clinic utilization, improve cash flow, and drive sustainable growth, empowering your practice to thrive in a complex financial landscape.
Case Study Highlights
Transforming a Physical Therapy Clinic into a Thriving Business
Challenge: The clinic was facing significant financial losses, averaging $50,000 in deficits each month. Despite consistent patient flow, they encountered: Persistent billing and collections issues. Overspending that exceeded monthly collections. Underutilized resources, preventing the clinic from reaching its full potential.
Collaborative Growth for a Physical Therapy Clinic with Fractional CFO Services
Challenge: The CEO and COO aimed to scale the clinic while maintaining care quality and work-life balance. As they expanded into fitness in 2023, clear financial guidance was key for informed decisions. Growing the business sustainably while maintaining care quality. Transitioning the CEO’s focus from patient care to strategic leadership. Supporting the COO’s operational role in managing daily processes. Launching a new fitness offering with sound financial planning and risk assessment.
0
Supporting Established Clinics
0
Satisfaction Guarantee
Why Medical Practices Choose Us?
Managing a medical practice requires balancing patient care with complex financial operations. We help clinic owners by providing customized CFO solutions that offer:
Cash Flow Management
Our team supports billing and collections as needed, helping catch issues early and protect cash flow.
Operational Efficiency
Our lean approach cuts unnecessary costs for sustained efficiency and growth.
Scalable Financial Systems
We integrate accounting, payroll, and EMR billing data into unified financial reports, providing scalable solutions that support your practice’s growth at every stage.
Growth Planning
We provide financial insights aligned with your clinic’s vision and values, driving scalable growth while staying true to your core principles.
How a 4-Clinic PT & Wellness Group Achieved 12x NOI Growth in One Year
In 2025, a four-clinic physical therapy and wellness group partnered with MedPro CFO to stabilize operations, improve margin discipline, and create scalable financial infrastructure. Through leadership realignment, workflow optimization, reimbursement strategy improvements, and standardized KPIs across locations, the organization achieved a 14.6% increase in gross profit, 12x growth in NOI, and a 58% increase in cash reserves. Most importantly, the CEO was able to step out of day-to-day operations and lead the business with clear financial visibility and strategic control.
How One Physical Therapy Clinic Rebuilt Cash Flow and Profitability
In 2025, this outpatient physical therapy and wellness clinic faced inconsistent cash flow, rising wage pressure, and limited financial visibility despite steady patient demand. By bringing billing in-house, tightening revenue cycle controls, upgrading core systems, and reorganizing operations without adding staff, the clinic regained control of its financial performance. By year-end, net profit increased by 958%, wage expense dropped by 24%, and cash reserves grew by over 2,349%, driven by disciplined execution and cross-functional alignment. The result was cleaner claims, faster reimbursement, and leadership shifting from reactive decision-making to intentional, strategic growth.
5.0 rating on Google
Trusted by Healthcare Practice Leaders
“Joann and her team are experienced professionals. I am continually impressed with their attention detail, and ability to scale a business. I highly recommend their services.”
Michael Kemp
Google review
“Best of the best...you found them, so don't waste your time looking elsewhere. Joann and her team are awesome - they're your CFO at a fraction of the cost.”
Ian Garfoli
Google review
“Joann and her best are simply the best. If you are a clinic owner who feels like that you lost when it comes to what metrics to track, Joann will help you get clarity. Running a business is hard enough, don't make it harder.”
Natty Bandasak
Google review