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Private CFO Advisory

Let’s be honest, for you the only thing that matters is are you profiting? Can you afford something? Can you live your best life?

You’re tired of systems, frameworks, dashboards and things that don’t matter to you. You only want the direction to go

When clarity is missing, every decision is just building anxiety.

Our CFO Advisory acts as your GPS to the exact destination you want to drive your business.

Financial Revival Program

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The 6-Week Financial Revival

If you’ve been running a clinic for awhile and need a full overhaul of your finances, this is for you.

The 6-Week Financial Revival is a one time complete reset for clinics that feel overwhelmed, underperforming, or unsure of what’s really happening in their business.

In just six weeks, we uncover the truth behind your numbers, rebuild your financial systems from the ground up, and create the clarity you need to finally move forward with confidence.

This program fixes the foundation, diagnoses hidden problems, and builds a clear roadmap setting up a seamless transition into ongoing support.

With approach everything with surgical precision to ensure your clinic can stabilize the cashflow and operations, recover any lost time or revenue, and continue to strive forward as an even more vibrant facility.

The 6 Weeks includes:

WEEK 1 — Full Financial Diagnostic

We plan out your goals and set the standard of work.

WEEK 2 — Systems Cleanup + Financial Structure

This is where we start to put some money back into your pocket.

WEEK 3 — Pricing & Profit Engine Audit

We adjust for pricing as needed as 80-90% of business under price their goods and services.

WEEK 4 — Forecasting, Budgeting & Cashflow Control

We build your predictive cashflow and sales.

WEEK 5 — Operations Optimization & Growth Plan

Restructure your operations to ensure your system moves as smoothly as possible to avoid delays. As we know time is money.

WEEK 6 — The 90-Day Strategy Roadmap + Service Recommendation

We look at what we’ve done and make sure you’re comfortable with what comes next. We ensure your long term success in inevitable.

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Clinical Financial Officer

This retainer changes how you operate as a business owner.

Instead of carrying every financial decision alone, reacting, guessing, and trying to grow without a clear plan, you gain a strategic partner who helps you think, prioritize, and move forward with confidence.

Together, we design your long-term financial strategy, forecast growth, manage cash flow, and build a predictable, profitable system you can trust.

You’ll step out of the weeds and into the role of a true leader, supported by clear strategy and disciplined financial decision-making.

This retainer includes:

  • Everything in the Clinical Financial Forecast tier

  • Ongoing strategic advisory and decision support

  • Business model and pricing optimization

  • Margin and cost structure optimization

  • Annual and long-range financial planning

  • Cash optimization and capital planning

  • Financial modeling for growth, hiring, and investment decisions

  • ROI analysis for expansions, renovations, or new services

  • Board-style reporting and leadership-level financial narratives

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Clinical Financial Forecasts

If you’re unsure which services are truly profitable, why revenue doesn’t match your bank balance, or where money seems to disappear, this tier provides clear answers.

Built specifically for practices, this retainer goes beyond clean books. Through structured analysis, clear reporting, and clinic-specific insight, you’ll understand what drives performance and what quietly erodes it.

You’ll move from reacting to numbers to using them with confidence.

This retainer includes:

  • Everything in the Clinical Cashflow Control tier

  • Cash flow tracking and visibility

  • Budgeting and rolling forecasts

  • Monthly close with performance analysis

  • KPI dashboard tailored to your services

  • Monthly financial review call

  • Care Gaps analysis (HEDIS, CMS, CAHPS)

  • Decision-ready financial packets for lenders or partners

Tax coordination and planning support are available as an add-on in collaboration with your tax professional.

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Clinical Cashflow Control

Right now, your numbers might feel like a source of stress: messy books, scattered receipts, confusing statements, tax anxiety, and no clear picture of how your business is really doing.

This retainer gives practices something they haven’t felt in a long time:

Relief.
Stability.
Control.

We build and maintain a clean financial foundation so your numbers are accurate, organized, and easy to understand.

This includes:

  • Monthly transaction categorization

  • Bank reconciliations

  • Bookkeeping

  • Clean P&L, Balance Sheet, and cash flow statements

  • Payroll and AP/AR support

  • Light reminders and support to keep things on track

This is the foundation everything else builds on.

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CFO Elite

This is for practices aiming for expansion, multi location growth, or major revenue jumps. You get full CFO-level oversight: forecasting, budgeting, scenario planning, growth strategy, operational refinement, and ongoing leadership support.

Your white glove, done for you finance department. Wall Street level financial development.

  • Everything in CFO Tier

  • Weekly strategy meetings

  • Deep operational involvement

  • Hiring + compensation modeling

  • Vendor contract reviews

  • Full annual FP&A build

  • Multi location expansion planning

  • Hands on implementation support

  • Monthly board-style reporting

  • M&A and Valuation prep

  • Vendor pricing negotiations

  • Priority response

  • Custom dashboards + KPIs

  • Investor readiness (if relevant)

Service Questions

What services does CFO Next Door offer to medspas and clinics?

1

CFO Next Door exists to help practice owners feel steadier about their business.

That means cleaning up your financial systems, making sense of your numbers, and helping you think through decisions around cash flow, staffing, pricing, and growth without overwhelming jargon.

It’s not about spreadsheets for the sake of spreadsheets. It’s about giving you clarity so you’re not carrying questions alone while trying to take care of everyone else.

Can you recommend financial advisory firms that specialize in the healthcare industry?

2

There are many firms that serve healthcare businesses well, especially for compliance.

CFO Next Door is different. This is for owners who want a relationship with someone who knows their practice, understands the emotional weight of decisions, and helps them slow things down enough to think clearly.

Where can I find financial consulting services tailored for healthcare providers?

3

CFO Next Door is built specifically for medspas, healthcare, wellness, and owner-led practices.

Everything here is shaped around the realities of running a clinic — the people, the responsibility, and the pressure that doesn’t show up on a financial statement.

What are the benefits of hiring a fractional CFO for a medical practice?

4

Most practices don’t need a full-time CFO.

They need someone to help them think clearly when decisions matter without adding another salary, another hire, or another layer of complexity.

Have you ever been surprised by a bill you weren’t expecting? Have you had to shell out cash and have little to nothing in return?

We fix that. Fewer surprises. Better decisions. And the feeling that you’re not carrying the business alone anymore. And we empower you to take control.

How can clinics improve their financial clarity and decision-making processes?

5

Clarity comes from reducing noise.

Instead of more reports, clinics need better perspective of what matters, what doesn’t, and what decisions the numbers actually support.

When you have that clarity, decisions feel calmer. You stop second-guessing yourself. And you lead your practice with more confidence and less stress.

We will plan out scenarios with concrete evidence on what happens based on your decisions

What steps should a clinic take to optimize cash flow management?

6

Most cash flow problems aren’t caused by bad businesses, they’re caused by ignoring what’s happening in real time and not planning for what will break next.

The first step is understanding where money is coming from, where it’s going, and when it moves. From there, we look at timing, margins, staffing, and decisions that quietly create pressure over time. even down to how the staff operate can have a big impact on cashflow coming in.

When cash flow becomes clear, it stops being something you worry about every night and starts becoming something you can plan around.

How can I schedule a free financial diagnostic with CFO Next Door?

7

You can reach out through the contact form,

email: Josh@YourCFONextDoor.com

or phone (619) 997-0309

whatever feels easiest.

The free diagnostic is simply a conversation. It will give us a chance to talk through what’s weighing on you financially and get a clearer sense of what’s really going on beneath the surface.

If it’s helpful, we can explore working together. If not, you’ll still leave with more clarity than you had before.

How can clinics prevent small financial issues from becoming big ones?

8

Small issues grow when they’re invisible.

A simple habit: reviewing service-level margins and staffing costs regularly which helps clinics catch pressure early, before it turns into stress. Most problems don’t need dramatic fixes. They just need to be seen sooner before they grow.

Awareness is often the difference between steady growth and constant firefighting.

Questions about additional services?

If you have a specific problem, we can work together for a customized plan and pricing. Just reach out and I’ll be sure to keep an eye on your message!

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