CFO-Level Financial Insight for Physician-Owned Clinics
I'm usually more of a documentary person than a TV drama person, but I do enjoy a good medical drama. The recent popularity of The Pitt reminded me of another show I enjoyed, NBC's New Amsterdam.
From the first episode, Dr. Max Goodwin kept asking a simple question as he tried to make the hospital better. It's a line that drew me into the show and has stuck with me ever since:
"How can I help?"
It's a simple question, but it is a powerful start to a partnership.
I have a tremendous amount of respect for physicians—especially those who have built and run their own practices. You built your practice to care for patients. My job is to help you build a stronger business around that mission.
For more than fourteen years, I’ve led finance and accounting work inside physician practices, MSOs, and larger healthcare organizations. That experience helps me understand how the numbers connect to billing, staffing, provider performance, and the day-to-day operation of a clinic.
Before we talk about budgets, KPIs, or cash flow, I want to understand your practice.
What's going well? What's frustrating you? Where do you want your practice to be three years from now?
I believe the best financial partners do more than hand you reports. They help you understand what the numbers mean and make better decisions about what comes next.
My goal is simple: to help physician-owned clinics become stronger, more profitable, and better prepared for whatever comes next—while remaining independent.
Every practice is different. There isn't a one-size-fits-all solution.
That's why every partnership starts with the same question:
How can I help?
Built for the Clinic That's Outgrown Basic Accounting
Your practice may be ready for CFO-level support when: ➤ Revenue is growing, but cash still feels tight. ➤ You receive financial reports, but they do not help you make decisions. ➤ You are unsure which providers, locations, or services are most profitable. ➤ Your billing company reports activity, but no one connects it to your financial results. ➤ You are considering another provider, location, or service line without a reliable financial forecast.
ClinicAxis CFO connects the numbers across accounting, billing, and clinic operations so you can see what is happening, understand why, and decide what to do next.
A clearer view of where revenue is earned, where it is lost, and what to do next.
Financial Visibility
KPI dashboards that connect clinical performance to financial outcomes — updated from your source systems.
Cash Flow Clarity
13-week rolling cash models that eliminate guesswork around payroll, vendor payments, and capital decisions.
Why Physician Owners can Trust ClinicAxis CFO
14+ Years of Healthcare Finance Leadership
Led finance inside physician practices, MSOs, and other healthcare organizations.
Former CFO & VP of Finance
Responsible for financial leadership, revenue cycle oversight, provider compensation, and growth planning across physician practices and surgery centers.
$1 Million+ Unrecognized Revenue Identified
As VP of Finance, I dug into revenue and collection data and identified more than $1M that had not been properly recognized. The bottom line: I dig into the numbers, find what others may have missed, and turn what I find into practical solutions.
100%+ EBITDA Improvement in Physician Group with Two ASCs
Supported by better financial reporting, operational insight, and strategic decisions that improved performance and utilization.
Cash Deposit Verification Across 400+ Locations
Implemented automated cash to payment posting verification for over 400 locations ensuring funds are not missing and are deposited.
One Goal
Help physician owners build stronger businesses without giving up independence.
How I Help Physician Owners
I help physician owners get a clearer view of the business, improve financial performance, and make better growth decisions.
Understand Your Practice
Better reporting, cash-flow visibility, KPIs, and profitability insight.
Improve Financial Performance
Revenue-cycle oversight, collections, expenses, and provider economics.
Grow with Confidence
Provider hiring, compensation, new locations, forecasting, and strategic planning.
From First Conversation to Financial Clarity — Here's How It Works
1. We Talk About Your Practice
We start with a 30-minute conversation about what is working, what is not, what is frustrating you, and what decisions are ahead.
2. I Identify Where I Can Help
I'll share what I see, where I think the biggest opportunities are, and how I may be able to help.
3. We Agree on the Next Step
If it makes sense to work together, we'll agree on the priorities, scope, and level of support that's right for your practice.
Ready to Explore How I Can Help?
It’s a simple question, but it’s the foundation of every real partnership. That’s how every relationship at ClinicAxis CFO begins—not with spreadsheets or financial statements, but with a conversation about you and your practice.
Let’s Talk About Your Clinic’s Financial Future
You didn’t become a physician to spend your evenings worrying about cash flow, staffing, billing, or financial reports. You built your practice to care for patients. My job is to help you build a stronger business around that mission.