
Your Rural Health Clinic’s Financial Health Matters as Much as Your Patients’ Health
Fractional CFO, Cost Reports, and Tax Services designed exclusively for Rural Health Clinics.

Why Rural Clinics Need a Financial Partner
RHCs are the backbone of community healthcare — but keeping your doors open isn’t easy. Just like you diagnose patients with lab work and vitals, we diagnose the financial health of your clinic with reporting, analysis, and strategic guidance. That way you can make decisions based on facts, not guesswork.

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Annual Medicare cost reports are complicated and critical for reimbursement.
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Thin margins make every dollar count.
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Tax and compliance requirements take time away from patient care.
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CMS and Medicaid programs are constantly changing, creating risk if you’re not prepared.

Our Services for RHCs
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Fractional CFO Services
Monthly bookkeeping and financial reporting
Quarterly strategic reviews & planning
Budgeting, forecasting, and cash flow management
Guidance on growth, staffing, and succession
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Medicare Cost Report Preparation
Accurate, compliant, and on time
Maximize allowable reimbursements
Protect revenue streams by avoiding costly errors
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Revenue Protection & Opportunity Monitoring
Track new CMS and state programs
Identify grants and funding opportunities
Keep your clinic ahead of changes that could impact revenue
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Tax & Compliance Services
Federal & state tax preparation
Year-round planning — not just filing
Guidance for both the clinic and the owners

Our Difference
CPA-led, Nurse-informed team — we understand both numbers and healthcare.
Healthcare expertise: Hands-on experience working with and/or auditing medical practices and systems of all size, ACOs, insurers, drug manufactures and CMS programs, including MAPD and CPC+ initiatives. I was part of a team that conducted hundreds of these audits.
Proactive approach: Just like preventive medicine, we identify risks early so your clinic stays healthy.
Community focus: Our mission is to help RHCs remain strong pillars of rural healthcare.
Our mission is to help you thrive without constantly feeling behind.
Our support is consistent and proactive. You can count on us to be steady and responsive through every season of business.
