What is MedPro CFO and who do you serve?

MedPro CFO is a fractional CFO and accounting firm that specializes in helping independent medical practice owners gain financial clarity, increase profitability, and make data-driven decisions. We primarily serve private healthcare.

What services does MedPro CFO provide?

MedPro CFO provides outsourced financial leadership for private healthcare practices, including strategic and financial planning, budgeting and forecasting, KPI reporting, cash flow management, pro forma and financial modeling, profitability improvement, revenue cycle oversight, medical billing, outsourced financial support, business proposal evaluation, strategic consulting, financial team oversight, and procurement support.

How is MedPro CFO different from a CPA or bookkeeper?

While CPAs and bookkeepers focus on taxes and financial recordkeeping, MedPro CFO delivers strategic financial leadership designed specifically for private healthcare practices, turning financial data into actionable insights that help plan growth, strengthen performance, optimize cash flow and profitability, and support high-impact decisions.

What size practices do you typically work with?

We partner with healthcare practices generating $1M+ in annual revenue, particularly those facing growing complexity or seeking expert financial leadership to support sustainable growth, including multi-site or multi-specialty practices and clinics preparing to scale.

Do I need to switch accountants or bookkeepers to work with you?

Not at all. Many of our clients already have accountants, bookkeepers, or billing teams they trust, and we work alongside them. MedPro CFO's role is strategic, providing high-level financial oversight and planning that complements existing support, or full-service management if needed.

What does a typical engagement with MedPro CFO look like?

We start with an in-depth discovery session, followed by a comprehensive financial and operational assessment. From there we build a custom financial roadmap, which becomes the foundation for ongoing strategy reviews, target adjustments, and financial guidance as the practice grows.

Is MedPro CFO right for me if I'm not in growth mode?

Absolutely. Growth isn't the only reason to bring in strategic financial support. We help practices stabilizing operations, optimizing profitability, preparing for a transition or sale, or owners looking to step back from day-to-day involvement.

Is hiring a fractional CFO expensive? How much does it cost to work with MedPro CFO?

Pricing is tailored based on practice size, complexity, and scope of services needed. Most clients engage through a monthly retainer with transparent, upfront pricing after an initial consultation.

How do I get started?

Getting started is simple. We begin with a free discovery call to learn about your practice and financial goals, then recommend a tailored plan based on your specific needs.

Financial Planning Tools for Clinics to Optimize Growth

Financial Modeling for Medical Practices

Experts in Healthcare Financial Modeling

Financial modeling gives your practice detailed, forward-looking projections and cash flow forecasts, so you can make confident decisions about growth, staffing, or a new location.

Need Help With Your Clinic Cash Projections?

Plan new locations, evaluate hiring, and weigh major investments with data-driven financial models. We help you reduce risk and plan confidently, empowering smarter decisions and improved clinic performance.

What MedPro CFO Offers

What Is Financial Modeling and Why Does a Medical Practice Need It?

Our cash forecasting models provide a clear picture of your collection trends, allowing for proactive management of cash flows and liquidity.

Accurate cash flow projections

Receive detailed predictions of your cash inflows and outflows, based of data driven calculations. Allowing you to plan for future needs, manage working capital efficiently, and avoid liquidity constraints.

Scenario analysis

Look into different financial scenarios and their effects on your cash position. Our models assist you in planning for both best and worst-case scenarios, ensuring that you are prepared for whatever the future may hold.

Strategic liquidity planning

Use our forecasts to make informed choices about investments, debt management, and capital spending. Strategic liquidity planning promotes long-term growth and financial health.

Can Financial Modeling Help With Hiring or Opening a New Location?

Use our financial modeling tools to project performance, evaluate new locations, and uncover business opportunities, driving strategic growth and leadership confidence.

Long-term financial planning

Develop and refine your financial strategy using multi-year projections that take into account various economic and business conditions, allowing you to steer your company toward long-term success.

Leadership-ready reporting

Create polished, detailed financial projections you can share with your leadership team and lenders to support planning and growth decisions.

Performance benchmarking

Compare projected financial results to industry benchmarks and past performance to identify areas for improvement and strengthen your competitive position.