Big Four-trained CPA delivering weekly AI-powered insights for growing medical practices, dental groups, medspas, law firms, boutique fitness chains, and automotive service centers in South Florida - without the $150K salary.
Or call directly: (305) 537-6174
Specialized financial strategy for multi-unit professional services with complex economics
Multi-location providers managing treatment profitability by service line, provider compensation models, product vs. service revenue mix, equipment financing, and client acquisition costs. Get clarity on which treatments drive profit and optimal pricing strategies for injectables, laser treatments, and skincare services.
Perfect For: Medical spas, aesthetics clinics, anti-aging centers, laser clinics
2 to 10 practice locations navigating complex insurance reimbursements, production-per-provider analysis, hygiene department profitability, lab costs, and equipment depreciation. Understand your real margins by procedure type, provider productivity benchmarks, and whether adding another location makes financial sense.
Perfect For: Dental service organizations, orthodontic groups, multi-practice general dentistry
2 to 10 studio locations managing membership economics, class profitability, instructor costs, and studio expansion decisions. Understand your unit economics: customer acquisition cost, lifetime value, break-even class sizes, and whether that new location will actually be profitable.
Perfect For: Cycle studios, Pilates, yoga studios, boutique gyms, HIIT concepts, barre studios
Growing law practices managing partner compensation models, billable hours analysis, case profitability by practice area, overhead allocation across offices, and strategic hiring decisions. Get financial clarity on realization rates, effective hourly rates by attorney, and profitability by client type.
Perfect For: Multi-partner firms, litigation practices, corporate law, family law groups
Multi-location healthcare providers managing payer mix analysis, revenue cycle optimization, provider productivity metrics, ancillary service profitability, and same-location growth vs. expansion decisions. Understand profitability by insurance type, procedure, and location.
Perfect For: Dermatology groups, physical therapy clinics, chiropractic practices, urgent care centers
2 to 10 location operations managing parts vs. labor revenue mix, inventory turnover and carrying costs, technician productivity metrics, bay utilization rates, and service package profitability. Get clarity on which services drive margins (wraps, PPF, ceramic coatings, detailing, repairs), optimal pricing for custom work, and whether that new location will justify the equipment investment and lease costs.
Perfect For: Vehicle wrapping shops, paint protection film installers, ceramic coating specialists, detailing chains, multi-bay repair shops
Common Thread? All these businesses have complex unit economics, high-cost skilled labor, expensive commercial leases, and growth ambitions. Most are too small for a $150K+ full-time CFO but too sophisticated for a bookkeeper alone. That's where I come in.
Strategic financial oversight powered by AI automation
Weekly margin analysis by location and service line, predictive cash flow forecasting, strategic pricing optimization based on real cost data, vendor contract negotiation, and multi-location financial consolidation. Built on AI-automated dashboards that pull from your existing systems, you get real-time insights, not monthly delays.
What makes this different: Traditional CFOs deliver monthly Excel reports 2 weeks after month-end. I use AI to automate data extraction from QuickBooks, your practice management system, and payroll—so you get weekly insights that actually help you make decisions this week, not last month.
After establishing the CFO relationship, we identify opportunities to automate repetitive financial processes: automated invoice reconciliation, expense categorization, multi-location consolidation, and custom reporting dashboards. These are discovered and implemented based on your specific operational bottlenecks.
Simple, predictable pricing designed for growing multi-unit businesses
⚠️ Limited Availability: Currently accepting 2-3 new clients. Month-to-month contracts, no long-term commitment required.
Big Four expertise meets multi-unit operational experience
Active CPA license with deep expertise in multi-unit operations, financial strategy, and growth planning for service businesses
4+ years as Big Four auditor and strategic advisor. Trained in enterprise-grade financial rigor, process design, and strategic planning methodologies
Former Director of Finance for a 24-unit multi-region operation. Built finance function from scratch, scaled through 6 new locations, and delivered 130% cash flow growth
Hands-on expertise deploying AI to automate financial reporting. You get weekly insights instead of monthly delays—without increasing costs
Because I've Built the Finance Function You Need
I spent 4+ years at Deloitte learning how Fortune 500 companies approach financial strategy, then became Director of Finance for a 24-unit multi-region operation, where I actually implemented these systems in a fast-growth environment. That combination is rare: most consultants have the Big Four training but have never sat in the operator's chair. I've done both.
In my Director of Finance role, I built the entire finance function from scratch as we scaled from 18 to 24 locations. That meant figuring out location-level P&Ls, cash flow forecasting systems, vendor negotiations that actually moved the needle, and financial models that helped leadership make expansion decisions with confidence. The results: 130% cash flow increase and 10%+ in annual vendor cost savings through strategic contract renegotiation.
Professional services—whether dental groups, medical spas, law firms, or fitness studios, face the exact same challenges I solved: complex unit economics, skilled labor costs that vary by location, lease negotiations, and the "should we expand or optimize?" question. You need someone who's been in your seat and knows what actually works. That's what I bring to every engagement.
Let's discuss your specific financial challenges and growth goals
Your bookkeeper records what happened (coding transactions, reconciling accounts, filing taxes). I analyze WHY it happened and WHAT TO DO NEXT. I provide strategic guidance: which locations are most profitable, where to adjust pricing, how to improve cash flow, when to negotiate with vendors, whether that new location expansion makes financial sense. Bookkeeper = historian. CFO = strategist.
That's exactly why fractional CFOs exist. You get strategic financial guidance at $2,500 to $3,500 per month instead of a $150K+ salary plus benefits. Perfect for businesses doing $1M to $10M across 2 to 10 locations. You need CFO-level insights but can't justify the full-time overhead.
Typically no. My expertise is in multi-unit financial consolidation, location-level profitability analysis, and expansion strategy. If you're running a single location doing under $2M revenue, you likely need a good bookkeeper and tax accountant, not a fractional CFO. But if you're planning to open location #2 or #3, that's exactly when I add value—helping you build the financial infrastructure to scale profitably.
After our initial consultation (assuming we're a good fit), we typically kick off within 1-2 weeks. The first week involves financial diagnostic, system access setup, and building your custom AI dashboards. By week 2, you're receiving your first weekly reports. The engagement is month-to-month, so there's no long-term contract risk.
It's a 30-minute call where I review your current financial setup and identify opportunities. I'll ask to see a sample P&L, balance sheet, and any location-level reports you currently use. Then I'll show you: (1) What financial insights you're missing right now, (2) Where I see potential profit improvement opportunities, and (3) Exactly what my AI-enabled CFO service would deliver for your specific business. No obligation, no sales pressure—just an honest assessment of whether we're a good fit.
Yes. In my last Director of Finance role, I negotiated over 10% in annual vendor cost savings across insurance, payment processing, software, equipment leasing, and service contracts. I bring that same vendor negotiation expertise to fractional CFO clients—especially helpful for recurring expenses that scale with locations (payment processing, software licenses, insurance, equipment leasing). This alone often pays for my monthly fee.
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