Capabilities
Think Outside the Cube.
The best answers rarely come from inside the org chart. Here is where we help, in more detail.
RCM shops know billing. Finance shops know the balance sheet. We’re built to run both — so the two stop working against each other.
Fractional & Interim CFO
- Finance function build-outs — close process, controls, reporting, ERP (led NetSuite OneWorld)
- Cash-flow forecasting, budgeting & scenario models
- Board & founder advisory — planning, M&A and partnership evaluation
- Interim CFO/COO coverage during transitions and rapid growth
- Banking, liquidity & working-capital strategy
- Fractional COO
- Fractional Revenue Leadership
- Full-cycle bookkeeping & accounting oversight — clean books as the foundation for every financial decision we make together
Revenue Cycle Leadership
- Revenue cycle turnaround — denials, AR aging, collections
- Denials & yield management — root-cause fixes that prevent recurrence
- Payer strategy — commercial INN/OON, Medicaid, VA, Tricare, Tribal, court-directed
- Vendor & offshore/nearshore governance under SLA
- EMR/RCM implementations & KPI/dashboard build-outs
- Verification of benefits
- Audits & clinical reviews
- Revenue Network Management – End to End Contracting/Credentialing
We work across all major behavioral health EHR, CRM, and clearinghouse platforms, with custom dashboards, automated reporting, and KPIs built to match.
Proof, Not Promises
Co-led a revenue cycle restructuring that delivered a 10x revenue increase in 18 months
Led a 20-site EMR/RCM platform conversion across a multi-state behavioral health network
Built RCM infrastructure for a startup that exceeded collections targets within seven months and opened a facility with first-attempt JCAHO accreditation
Governed a 100-person nearshore team under SLA as Interim COO on a two-year engagement
How We Work: The First 90 Days
Interim engagements do not have 90 days to figure things out. Here is how we move fast without moving carelessly.
01 — Strategic Alignment (Days 1–10)
We align with leadership on direction, priorities, and what success looks like before any operational work begins.
02 — Operational & Financial Immersion (Days 10–30)
We meet the team, map the organization, and review cash position, compliance, and financing relationships.
03 — Issue Identification & Prioritization (Days 30–45)
We rank what is urgent, what can wait, and what needs immediate stabilization.
04 — Execution Blueprint (Days 45–60)
We build the tactical plan — timelines, owners, and a steady reporting rhythm with leadership.
05 — Implementation & Handoff (Days 60–90)
We deliver quick wins, build durable processes, and prepare a full handoff if the engagement is time-limited.



