Fractional CFO for Healthcare

Your Practice is Profitable.
Your Books Don't Show It.

Multi-location healthcare practices deserve financial clarity—not spreadsheet chaos. We turn confusing numbers into confident decisions.

Dental & Medical
PT & Rehab Clinics
Veterinary Practices
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Sound Familiar?

These are the exact problems healthcare practice owners bring to us every week.

"We're busy, but where's the cash?"

Patients are booked. Revenue looks good. But somehow, there's never enough in the account when payroll hits.

"My partners and I aren't on the same page"

Everyone has a different idea of how the practice is doing. No single source of truth. Meetings get tense.

"I don't know which location is actually profitable"

You've grown to 2-3 locations, but you can't tell which one is carrying the others—or dragging them down.

Who This Is For

Built for Healthcare Practice Owners Who Are Done Guessing

ProfitUp works exclusively with healthcare practices—because your financials aren't like everyone else's. Insurance reimbursements. Multi-provider payroll. Equipment financing. We speak your language.

Dental Practices

Single location to DSO-ready. We help you see profit by provider, not just by month.

Medical & Specialty Clinics

Dermatology, urgent care, primary care groups with 1-3 partners navigating growth.

PT, OT & Rehab Clinics

High-volume, tight-margin practices that need to know their numbers cold.

Veterinary Practices

Multi-location vet clinics ready to grow—or figure out why growth hasn't meant more profit.

$1M–$10M

Practice Revenue

1–5

Locations

1–3

Partners/Owners

Ready

To Scale

Engagement Models

Fix The Mess. Or Keep It Clean.

Choose a one-time forensic checkup or a long-term strategic partner.

Diagnostic

Financial Physical

We rip apart your QuickBooks® Online, find the leaks, review your overhead, and give you a video roadmap.

$499 / One-Time
  • 50-Point Forensic Checkup
  • Missed Deduction Check
  • Video Report
Get The Checkup
Partnership

Fractional CFO

Complete financial oversight. We manage cash flow, strategy, and profitability so you can treat patients.

Custom Scoping
  • Monthly Strategy Calls
  • Cash Flow Forecasting
  • KPI Dashboarding
  • Includes Tax Strategy
Book Consult
Automated Insight

Curious but not ready to commit?

Connect your QuickBooks® Online to our secure scanner and generate a Free 14-Page CFO Report instantly. No credit card required.

Get Free Instant Report
Free Tool

13-Week Cash Flow Simulator

See exactly where your cash will be 3 months from now. Test different scenarios. Spot problems before they hit.

Healthcare Practice Cash Forecast

Interactive Demo
Add "Cash Shock"
Projected Cash (Week 13)
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Runway Status
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CFO Assessment

Enter your numbers to see your cash flow analysis...

Week In Out Events Net Balance

This is just a simulator. Get a real cash flow forecast built on your actual numbers.

Get Your Custom Forecast
FAQ

Questions Healthcare Practice Owners Ask

Straight answers. No jargon.

A fractional CFO is a part-time Chief Financial Officer who provides high-level financial strategy and oversight for your practice—without the $150K+ salary of a full-time executive. For multi-location dental, medical, PT, or veterinary practices, a fractional CFO handles cash flow forecasting, profit optimization, growth planning, and financial clarity. Typically $1,500–$5,000/month depending on complexity.

Healthcare practices with $1M–$10M in revenue typically invest 0.5%–2% of revenue in CFO-level financial guidance. For a $3M practice, that's $1,500–$5,000/month. The ROI comes from improved cash flow, reduced overhead, better pricing decisions, and avoiding costly financial mistakes that can cost 10x the investment.

Healthy medical and healthcare practices typically target 15–25% profit margins. Dental practices often achieve 20–40% with proper management. Physical therapy clinics range 10–20%. If your practice is below these benchmarks, there are usually specific profit leaks in staffing, overhead, or pricing that a fractional CFO can identify and fix.

A bookkeeper records transactions and produces financial statements—that's backward-looking. A fractional CFO uses those numbers to make strategic decisions about growth, hiring, pricing, and cash flow—that's forward-looking. Most healthcare practices need both: clean books as the foundation, and CFO guidance to actually grow profitably.

You likely need a fractional CFO if: you have multiple locations or partners, revenue is $1M+ but cash always feels tight, you're making growth decisions based on gut feeling, you don't know your true profit by service line or location, or you're planning to expand, hire, or take on debt. A free Profit Review call can diagnose whether CFO-level support would provide ROI for your specific situation.

Yes. We work with healthcare practices across the United States. Everything is done virtually—dashboards, meetings, and reporting all happen online. Your location doesn't matter. Your willingness to get clarity on your numbers does.

Vimal Bava, CPA - Fractional CFO for Healthcare Practices
Meet Your CFO

Vimal Bava, CPA

Fractional CFO & Strategic Advisor

For years, I watched good healthcare practices drown in confusing reports and messy books. Owners working 60-hour weeks, still not sure if they were actually profitable. ProfitUp exists to turn that chaos into clarity—so you can make decisions with confidence, not anxiety.

Licensed CPA
15+ Years Experience
1,000+ Clients Served

Ready to See Where Your Money's Really Going?

30 minutes. No cost. No pitch. Just clarity.

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