Financial leadership.
Stronger operations.
Smarter technology.

Interim CFO support, oversight of accounting and finance teams, and guidance through leadership transitions, growth and organizational change.

Build budgets, rolling forecasts and financial models. Evaluate performance, capital needs and business scenarios with leadership.

Assess liquidity, cash requirements, receivables and payment priorities. Establish practical reporting to support working-capital decisions.

Prepare executive, board, investor and lender reporting. Strengthen financial policies, internal controls and accountability.

Identify useful applications, assess data readiness and develop a practical roadmap. Build and evaluate focused pilots around a defined business process before expanding adoption.

Develop assistants that help authorized users explore policies, procedures, contracts and management information, with source references and access appropriate to their role.

Apply AI to extract and summarize information, draft management commentary and flag unusual patterns for review. Connect outputs to the reporting and approval processes teams already use.

Design task-focused agents and workflows for requests, document routing, recurring reporting and exception follow-up, with approvals and human oversight built into consequential steps.

Use SharePoint, Power Apps and Power Automate for business applications, portals, forms, approvals and notifications. Connect tools through APIs, EDI and data integrations.

CIO and CTO advisory, technology roadmaps, vendor evaluation, project planning and implementation oversight grounded in business priorities.

Implement, migrate, configure and support financial systems, including Microsoft Dynamics GP, Dynamics 365 and Sage Intacct. Address finance, purchasing and operational requirements.

Connect financial, payroll, clinical and operational systems. Map and validate data, reconcile migrations and support acquisition onboarding.

Support system administration, access controls, infrastructure planning, troubleshooting, documentation and user training.

Design SQL data warehouses that bring historical and current information together across financial, clinical, payroll, staffing and revenue-cycle systems. Establish consistent facility, account and employee mappings.

Build executive scorecards, facility dashboards and department worklists. Move from consolidated results to the underlying transactions, staffing patterns, payer balances or exceptions.

Connect available sources with APIs, ETL and scheduled data pipelines. Reconcile results, monitor refreshes and manage access so teams can use a consistent set of measures.

Deliver Power BI dashboards, SQL and SSRS reports, and Solver BI360 product selection, sales, implementation and consulting for planning and reporting.

Prepare governed, well-defined information for AI-assisted analysis, natural-language questions and management reporting, with clear links back to source data.

Improve general ledger, accounts payable, reconciliations, month-end close, financial statements and consolidation across entities.

Review billing, payment posting, collections, denials and appeals. Use aging and payer-level analysis to identify bottlenecks and revenue leakage.

Analyze reimbursement, managed-care contract performance and payment variances to support revenue and collection decisions.

Coordinate supporting schedules, documentation and financial analysis for external auditors and required reporting. Establish repeatable review procedures.

Assess workflows, responsibilities and handoffs. Standardize processes across locations and build a practical plan for improvement.

Connect payroll, staffing, census, productivity and turnover information to support workforce planning and resource allocation.

Review purchasing and accounts payable processes, vendor costs and contract pricing. Improve visibility into expenses and operating performance.

Define roles, train users, document procedures and support adoption. Help business teams build the skills and ownership needed to sustain change.

Simplify importing, reviewing, submitting and adjusting Payroll-Based Journal data through a cloud-based solution with reporting dashboards, role mapping, approvals and notifications.

Bring employee and contract-staff information together from payroll and clinical platforms, including ADP, Kronos, PointClickCare and American HealthTech, with templates for additional sources.

Organize reporting requirements, ownership, deadlines, supporting data and review steps. Our consulting work helps teams improve preparation, reconciliation, submission tracking and documentation.

Use staffing, turnover and quality dashboards to identify performance gaps, prioritize action and track progress. Connect reporting accuracy with the operational changes that support stronger ratings.

Make missing data, exceptions and corrective actions visible across facilities. Maintain supporting records and an accountable review process for the reporting in scope.

Organize financial information, supporting schedules and analysis for transaction reviews and quality-of-earnings work with external advisors.

Prepare financial models and reporting to support financing, recapitalizations, divestitures and discussions with lenders, sponsors and transaction advisors.

Coordinate financial processes, reporting, systems and data as new facilities or entities join the organization. Plan transitions with clear responsibilities.

Evaluate opportunities through scenario modeling, market and customer analysis, contract pricing and strategic planning.