Independent Practice AdvisorsBook a free intro call

Fractional CFO for group therapy practices

Clear numbers.
Confident decisions.

We put your books and appointment data together so you can see what the practice earns, what it can afford, and what to do next.

20 minutes · No cost · No pressure

Where we help

Decisions the books alone can’t answer.

Hiring & caseload

Hire now or fill open slots?

Match referrals to openings your team can actually use. Then see how much cash a hire would need while their caseload fills.

How it works

Start with a Practice Health Check.

  1. 01

    Talk it through

    Bring one decision to a free 20-minute intro call. If it’s a fit, we send a fixed quote, dates and a short list of what we need.

  2. 02

    Start with a Practice Health Check

    In about two weeks, we walk through a written review of profit, cash and your biggest opportunities, sized in dollars.

  3. 03

    Decide what comes next

    Keep the review and stop there, or continue with monthly support. Onboarding is included if you continue.

See plans and prices

Sample insights

See what you’d get.

A look at the dashboard and the first page of each report for Example Counseling Group, a made-up practice.

Full dashboard preview with charts and practice metrics.Illustrative

Dashboard

See how sessions, collections and cash move together.
First page of the fictional Practice Health Check.Illustrative

Health Check

Find the first decision worth looking at.
First page of the fictional monthly report.Illustrative

Monthly report

See what changed and what needs attention.
Ask for a walkthrough on your intro call

Who you’ll work with

Finance skills shaped by a practice owner.

Co-owner · Fractional CFO

Charlie Eidex

Denver-based, with a background in business, operations and finance strategy at a Big Four consulting firm, including healthcare. Charlie builds budgets and forecasts and brings scattered numbers into one clear picture.

Co-owner · Clinical partner

Gabe Casher, PhD

Gabe brings a background in psychology and experience owning and growing a group practice. He shapes the service around how practices actually run.

Who it fits

We work with group therapy practices with 3 or more clinicians. It helps to have current monthly books and appointment reports from SimplePractice or a similar system.

How we handle your data

We work from practice-level totals and don’t need patient names, session notes or diagnoses. Files stay in your practice’s approved OneDrive or Google Drive. We sign a business associate agreement (BAA) before you share data.

Start with a conversation

What decision are you
sitting on right now?

Let’s talk it through. Bring the business question that’s been on your mind: hiring, rates, pay or cash.

Book a free intro call

20 minutes · No cost · No pressure

Book a free intro call