Healthcare Financial Consulting & Automation Solutions

We help healthcare providers unlock their financial potential through customized billing automation, denial management, KPI tracking, and strategic financial leadership. Our services are built to improve collections, increase revenue integrity, and provide real-time visibility into performance metrics that matter most to your bottom line.


1. Fractional CFO & Healthcare Financial Advisory Services

Executive-level financial strategy and financial modeling tailored to healthcare organizations:

  • Profitability and contribution margin analysis by payer, CPT code, provider, and location

  • Contract (allowable)-rate–based collections forecasting and revenue sensitivity analysis

  • Cost scenario modeling for growth, staffing, payer mix shifts, and reimbursement changes

  • Healthcare-specific multi-scenario 3 statement financial modeling (budgeting) for executive level strategic financial planning

  • Cash flow forecasting, liquidity planning, and capital allocation guidance

  • Net collections vs. expected allowable amount reimbursement variance analysis to identify revenue leakage and denial trends

  • Out-of-network (OON) exposure, underpayment, and reimbursement loss modeling

  • Marketing ROI and patient acquisition economics (CAC by marketing channel, referral conversion by marketing channel, marketing intake labor efficiency)

  • Executive dashboards and KPI frameworks for owners, operators, and investors

  • Board-, lender-, and private equity–facing financial storytelling and decision support

2. Automated Medical Billing Optimization

Custom-tailored billing workflows built around your practice’s specific reimbursement logic, optimized for accuracy and speed:

  • Automated insurance payer rules to validate eligibility, billing logic, and reduce upfront denials

  • Rendering and billing provider logic validation

  • Modifiers and place of service (POS) exception reporting

  • Custom variables such as diagnosis mapping and time-based billing

  • Logic-driven automation to ensure first-pass claim accuracy, minimizing denials and accelerating payment cycles

3. Custom Software Solutions for Medical Billing & Healthcare Financial KPIs

We build what your billing software can’t: custom applications, integrations, automation and dashboards built for real world healthcare finance that drive financial, operational, and marketing performance:

  • KPI dashboards with real-time metrics including collection percentage of contract rate by payer/CPT, timely filing by claim, short-pays, denial aging by contract balance, cash posting error reports, write-off trend analysis, and patient responsibility forecasting

  • Denial management systems with embedded workflows and structured root-cause tracking

  • Patient intake systems integrated with marketing platforms to manage leads, signups, and insurance verification in one workflow

  • Custom financial reports to automate financial reconciliations, exception reporting, and error detection beyond standard billing system capabilities’

  • Patient Retention (churn) and new patient dashboards by month for forecasting and evaluating overall practice patient growth

4. Patient Access & Operational Metrics

Track and improve front-end processes with actionable, operationally focused reporting:

  • No-show rate by provider and clinic

  • Unbilled visit tracking and visit follow-up workflows

  • Scheduling compliance (e.g., Annual Wellness Visit adherence)

  • Document collection and completeness tracking across intake, referrals, and clinical documentation

  • Authorization lifecycle management, including submission, approval, utilization, and expiration tracking

  • Eligibility and financial clearance verification to reduce downstream denials and patient leakage

  • Referral, intake, and scheduling conversion analytics

  • Front-end exception reporting tied to authorization, documentation, and eligibility failures

  • Front desk workflow automation to reduce patient leakage and increase throughput, including monitoring phone metrics such as abandoned calls, average speed of answer (ASA), and patient call wait times

5. Healthcare Accounting & Financial Operations

We provide healthcare-specific accounting support designed to complement billing and revenue cycle operations:

  • Accrual-based revenue recognition aligned to contract rates and collection patterns

  • Monthly close process design, cleanup, and ongoing support

  • Transition from cash- to accrual-based healthcare accounting

  • Payroll accruals, bonus accruals, and provider compensation modeling

  • Accounts receivable aging reconciliation between billing systems and the general ledger

  • Bad debt and contractual allowance methodology development

  • Chart of accounts optimization for healthcare-specific reporting

  • Financial statement preparation and management reporting

  • Audit-, lender-, and investor-ready financial packages

  • Internal controls and process documentation to support scaling organizations

6. Medical Billing Recruiting, Talent Assessment, & Optimization

We help healthcare organizations evaluate, structure, and optimize their billing teams to ensure the right talent is aligned with your reimbursement complexity and operational goals.

  • Billing staff competency assessments across payer rules, CPT coding logic, modifiers, denial workflows, and follow-up rigor

  • Role and responsibility mapping to ensure work is matched to skill level (e.g., Billing charge field entry vs. complex denial & Appeal resolution)

  • Identification of root causes: training gaps vs. process issues vs. system limitations

  • Hiring guidance and interview frameworks to assess real billing expertise (not just years of experience)

  • Performance benchmarking using metrics such as first-pass yield, denial rates, days-to-submit, and collections vs. allowable

  • Recommendations for team structure (in-house vs. outsourced vs. hybrid models)

  • Workflow redesign and accountability frameworks to improve productivity and reduce reliance on hero employees

  • Training and documentation standards to support onboarding, scalability, and continuity

7. Discovering Insights Through Artificial Intelligence and Machine Learning

We possess the capabilities to turn your data into actionable intelligence through cutting-edge AI techniques.  Our experts will augment your KPI’s and operational dashboards by applying complex data analysis and leveraging LLM’s .  Take advantage of your data to discover new areas of growth, optimize profitability and manage risk.

  • Custom Machine Learning algorithms leveraging the data your business generates

  • Advanced Predictive and Statistical Modelling for objective forecasting and risk management

  • Construct Big Data pipelines, including cleansing and formatting; we can help you gather and manage the data that matters

  • Leverage LLM’s (e.g. Claude, Gemini) where it makes sense

  • Scalable and Reusable frameworks so you are not left with a black box algorithm

  • Increase productivity by  training and educating your staff on AI and Modern Data Analysis

8. Healthcare Investment Banking & Transaction Advisory Services

We provide healthcare-focused transaction advisory and investment banking support for owners, operators, and investors navigating acquisitions, recapitalizations, and exits.

Our approach is data-driven and operator-informed — built on deep visibility into reimbursement, revenue integrity, and cash flow performance. 

  • Sell-Side Advisory (Healthcare Providers & Platforms)

  • Exit readiness assessments (quality of earnings, revenue sustainability, payer risk)

  • Financial normalization and EBITDA optimization support

  • Preparation of management financials and transaction-ready reporting

  • Payer mix, CPT-level profitability, and reimbursement risk analysis

  • Buyer targeting and positioning strategy (strategic vs PE vs add-on)

  • Management presentation and data room financial support

  • Support through diligence, LOI, and closing processes

  • Buy-Side Advisory (Private Equity, MSOs, Strategic Buyers)

  • Healthcare-specific financial due diligence

  • Revenue integrity and reimbursement risk assessment

  • Net collections vs contract rate analysis

  • Denial trends, underpayment exposure, and payer concentration analysis

  • Operational scalability and post-close integration planning

  • Synergy modeling and pro forma forecasting

  • Capital Advisory & Strategic Transactions

  • Growth capital and recapitalization support

  • Debt capacity and covenant modeling

  • Minority investments and partnership structuring

  • Roll-up and add-on acquisition strategy

  • Pre-transaction financial cleanup and structuring

Why Work With Us?

  • Deep expertise in healthcare finance, reimbursement, and compliance

  • Not just advisors — we design, build, and implement solutions

  • Proven track record of increasing collections, reducing denials, and improving data-driven decisions

  • Scalable across solo practices, MSOs, and multi-site healthcare organizations

  • Demonstrated ROI through automation, visibility, and financial discipline