Clarity for your care business.

Bookkeeping, accounting, and financial strategy for healthcare providers, wellness clinics, and growing practices.

HOW WE HELP

Whether you’re running a private medical practice, building a wellness brand, or scaling a multidisciplinary clinic, CFO Plans gives you accurate books, clear reports, and smart financial guidance.

We act as your full finance team—so you can stay focused on care while we manage the numbers.

How we work with you

  • A stylized logo featuring two interconnected chain links, one in light blue and the other in dark blue.

    Connect

    We integrate with your stack: QuickBooks, Gusto, EHR systems, Stripe, and more.

  • Four horizontal blue bars of varying lengths, arranged vertically, on a white background.

    Align

    We sync weekly, deliver timely reports, and help you stay compliant with insurance, payroll, and tax requirements.

  • A stylized blue chess knight piece on a white background.

    Advance

    From staffing plans to cash forecasting and clinic expansion, we help you make confident financial decisions.

Core Services We Offer for Healthcare & Wellness

Everything we do is integrated, proactive, and tailored to healthcare and wellness operations.

Accrual-Based Bookkeeping

GAAP-compliant books that reflect patient payments, insurance receivables, and deferred revenue accurately.

Tax Compliance & Strategy

We handle deductions, 1099s, estimated payments, and entity structuring to minimize tax risk.

Cash Flow Planning

Navigate the lag between services and payment. Plan payroll, rent, and expansion with confidence.

Clinic Performance Dashboards

Monitor revenue per provider, treatment mix, average reimbursement, and net margin by location.

Financial Modeling & Forecasting

Project headcount needs, provider utilization, treatment mix, and seasonal demand to stay ahead.

On-Demand Strategic CFO

Get guidance on hiring, scaling new services, buying equipment, or opening your next clinic.

“Even with a background in finance, I know my time is better spent making decisions—not preparing statements. CFO Plans handles everything from financial reporting to supplier payments with precision, letting us focus on what we do best: serving great food and creating a great team culture.”

— Marc Howland, Founder of Breadless

Why CFO Plans for Healthcare & Wellness?

You provide care. We provide clarity.

We understand your model.

We work with MDs, dentists, chiropractors, wellness centers, mental health practices, and integrative care teams.

We simplify complexity.

From insurance delays to multi-location finances, we turn messy books into clean dashboards.

We help you grow with confidence.

Know your numbers, plan your hiring, and scale your services without losing sleep.

With CFO Plans, your finance function becomes a support system—not a source of stress.

Hospitality Finance FAQs

  • Yes. We support both insurance-based and cash-pay businesses, including mental health, physical therapy, chiropractic, aesthetics, and integrative care.

  • We reconcile AR and payment timing to reflect actual cash flow. Our models account for delayed reimbursements, making sure you never get caught off guard.

  • Absolutely. We forecast revenue per provider, model hiring timelines, and evaluate the cost/revenue impact of opening new clinics or service lines.

  • Yes, we work with most common systems—whether you’re using SimplePractice, Jane, Athena, or custom tools. We map financial data across platforms for clean reporting.

  • No problem. We handle cleanup work, get your books up to date, and create a roadmap for full compliance. You’ll know exactly where you stand and what to prioritize next.

Keep the care. We’ll handle the finance.

Let’s talk. We’ll show you how CFO Plans brings structure, visibility, and calm to your healthcare finances—so you can lead with clarity and compassion.