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Fractional CFO services in North Carolina

Revenue is growing, but cash isn't keeping pace. We build forecasts from the books, review staffing and pricing decisions and show you the assumptions.

Opening or growing a North Carolina practice brings two worklists: getting providers ready to bill and keeping the business running. We work with practices in Charlotte and Raleigh–Durham on claim submission, denials and payer credentialing. We also reconcile the books, run payroll and prepare business taxes, so you can see how visits translate into deposits.

From $1,650/mo (Scale)

What you get every month

  • 13-week cash forecast maintained monthly
  • Budget vs. actual review with your leadership team
  • Pricing, margin and hiring analysis
  • Bank, investor and board reporting packages

North Carolina-specific details

  • Hiring, adding a location or changing ownership can affect your books and tax work.
  • We keep the records behind those decisions together and coordinate with your legal advisors where needed.
  • We provide private business advisory, not government registration services.

Serving Charlotte · Raleigh–Durham.

Frequently asked

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