Financial Services for Medical Practices & Healthcare Professionals.

Fractional CFO, bookkeeping, and personal financial planning, tailored to the realities of medicine, dentistry, and healthcare.

Sound Familiar?

Collections look fine but cash is tight, and you can't see the AR days or denial rate on your P&L.

Provider compensation formulas exist in a spreadsheet that only one person understands.

You're a high-earning physician but your savings rate and debt payoff don't reflect it.

Your CPA files the taxes but nobody is actually planning the practice's financial future.

AR Cycle

3090

days

Typical wait between claim submission and payer reimbursement.

Denied Claims

5%

of net patient revenue

Industry average lost annually to denied claims that go untracked or unappealed.

vs. In-House CFO

80%

less cost

Fractional CFO pricing vs. a full-time hire, at the same senior-level oversight.

For Practices

Fractional CFO

Starting at $3,500/mo or $5,000 one-time assessment
  • Practice P&L review with payer-mix context
  • AR days, denial rate, and collections KPI tracking
  • Provider compensation modeling
  • Overhead benchmarking against industry ranges
  • 13-week cash flow forecast
  • Budget framework and 90-day action plan
  • Coordination with your billing team or RCM vendor

For Practices

Bookkeeping

Starting at $750/mo scales with volume & complexity
  • Monthly categorization tuned for medical expense categories
  • Bank, credit card, and merchant account reconciliation
  • Chart of accounts built for healthcare (patient revenue, insurance, lab, malpractice, provider comp)
  • Monthly financial statements (P&L, balance sheet, cash flow)
  • Year-end handoff package for your CPA
  • Multi-entity consolidation where applicable

Retainer only

Final pricing scales with transaction volume, number of payer accounts, and entity complexity.

For Physicians & Specialists

Financial Planning

Starting at $3,000 or $300/mo retainer
  • Personal budget calibrated to a physician's income timeline
  • Student loan and debt payoff strategy
  • Savings and investment framework (no product sales)
  • Retirement plan for compressed timelines
  • Net worth tracking across personal and practice equity
  • 30-minute follow-up call within 14 days

How It Works

01

Discovery Call

A free 20-minute conversation about the practice, your personal picture, or both.

02

Written Proposal

Defined scope, fixed pricing, and clear deliverables. No hourly billing.

03

Financial Clarity

Within 30 days, the numbers tell a clearer story and the next moves are obvious.

Whether you need the practice in order, your personal plan in place, or both, book a free 20-minute discovery call.

Frequently Asked Questions

Medical practices have financial realities most generalists miss, including payer mix, revenue cycle timing, provider compensation structures, denied claims, and compliance overhead. Physicians personally face high income, high debt, late career starts, and compressed retirement timelines. Specialization means we already know the patterns and can focus time on your decisions, not on getting up to speed.

Both. Solo practitioners benefit from bookkeeping and financial planning; group practices and multi-provider models benefit from full Fractional CFO oversight including KPI dashboards, provider comp modeling, and multi-entity consolidation.

No. We do not operate your billing system or interface with payers. We work alongside your billing team or RCM vendor to ensure the financial output (collections, AR days, contractual adjustments, payer mix) is accurately captured in your books and visible in your financial reports.

Pricing follows the same published starting points as other clients: Fractional CFO from $3,500/month, Bookkeeping from $750/month, Financial Planning from $3,000 (or $300/mo retainer). Complexity (multiple payers, multi-provider comp, multi-entity structures) scales the fee but the structure is identical: fixed pricing, quoted in writing.

No. Georgy Financial serves clients nationwide. All engagements are remote with secure document sharing through a dedicated client portal.