For Primary Care Practices & Family Physicians

Fractional CFO for Primary Care Practices in Florida

We help primary care practices optimize cash flow, reduce operational costs, and strengthen long-term financial stability across Florida’s competitive healthcare environment.

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CFO360 Solutions

Simplify Your Primary Care
Finances

At CFO360 Solutions, we simplify financial management for primary care practices with specialized bookkeeping, tax support, and fractional CFO services tailored for Florida physicians and family practices. Our team ensures accurate records, compliance, and optimized cash flow so you can focus on patient care.
We deliver real-time financial insights, manage insurance reimbursements, operational costs, and payroll, and provide detailed reports that reveal growth opportunities. Staying updated with Florida healthcare regulations and tax laws, we support solo practices, group practices, and multi-location clinics.

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Benefits of Our

Primary Care Fractional CFO Services

Accurate Financial Documentation

We oversee cash inflows, patient revenue, and operational expenses to ensure your primary care practice is always prepared for growth and compliance.

Strategic Financial Planning

We create financial roadmaps to help primary care providers reduce risks, control costs, and plan for sustainable expansion.

Cash Flow Optimization

Our experts monitor billing cycles, insurance reimbursements, and recurring revenue to maintain financial stability throughout the year.

Healthcare Performance Reporting

We provide clear CFO-level reports highlighting trends, uncovering savings, and providing actionable insights to improve operational efficiency.
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why choose us

CFO360 Solutions?

Our fractional CFOs deliver precise, confidential, and timely financial reporting, allowing primary care providers to focus fully on patient care. With deep expertise in healthcare finance, we streamline financial operations, improve efficiency, and support long-term growth across Florida.

Less Pay Get More Benefits

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Financial Insights

Focus on Care

Get a Free Financial Health Check-Up

Identify gaps, uncover opportunities and understand your clinic’s
financial performance at no cost.

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client's

Trusted by Primary
Care Practices

Trusted By
Top Companies
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Service's

Primary Care Fractional CFO
Services You Can Trust

Bookkeeping

Our fractional CFO team manages real-time bookkeeping, ensures accurate financial records, and provides complete visibility into cash flow for confident decision-making.

Accounts Reconciliation

We reconcile insurance reimbursements, patient payments, and operational expenses to maintain clean, audit-ready records and protect revenue.

Financial Reporting

We deliver actionable CFO-level reports, track KPIs, analyze trends, and provide insights to help primary care practices optimize margins and forecast growth.

Tax Compliance Support

Our fractional CFOs implement tax-efficient strategies, streamline compliance processes, and ensure your practice meets federal and Florida healthcare tax requirements accurately.

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Testimonials

What Our Top Customers Say About Us

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Solutions

Your Trusted Partner for
Primary Care Financial

Budgeting and Forecasting

01
We build accurate budgets and forecasts, helping your practice control costs, anticipate seasonal demand, and make proactive decisions that protect profitability.

Cash Flow Management

02
We monitor inflows and outflows, optimize payment cycles, and ensure steady liquidity to support payroll, insurance reimbursements, and operational expenses.

Payroll Management

03
Our fractional CFOs oversee compliant payroll processing, manage provider compensation, ensure timely payments, and align payroll with financial goals for stability and growth.
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Partners

Our Technology Partners

Empowering innovation with cutting-edge solutions designed to drive efficiency and transformation.

Pricing

Monthly
Yearly
$ 1400 / Monthly
$ 169 / Yearly

8 hours of CFO engagement

Up to 8 hours per month of CFO engagement
  • Personal CFO Consultation
  • Cash Flow Management
  • Financial Statements
  • Board Meeting Presence
  • Annual Budget based on Industry specific variables
  • Monthly Variance Analysis & Reporting against Annual Budget
$ 3000 / Monthly
$ 169 / Yearly

15 hours of CFO engagement

Up to 15 hours per month of CFO engagement
  • Personal CFO Consultation
  • Financial Statements
  • Variance Analysis & Reporting
  • Board Meeting Presence
  • Budget based on Industry specific variables
Most Popular

Trusted by 3200+ happy customers & counting

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FAQ’S

Frequently Asked Quetions

Happy Customers

4.8 (125+ Reviews)

Why is specialized accounting important for primary care practices?

Primary care providers face reimbursement delays, insurance complexities, and regulatory challenges. Our CFO services ensure compliance and efficiency.

We use HIPAA-compliant systems and encrypted workflows to protect sensitive patient-linked financial data.

Yes. Our fractional CFO services scale for solo physicians, group practices, and multi-location clinics across Florida.

Yes. We review billing accuracy, insurance reimbursements, and coding compliance to strengthen financial performance.

Contact us to schedule a consultation and we’ll tailor a fractional CFO plan for your primary care practice.

Ready to Simplify Your Healthcare Finances?

Talk to a healthcare bookkeeping specialist today.

Why is specialized accounting important for primary care practices?

Primary care practices face reimbursement delays, insurance complexities, and cost challenges. Our services ensure compliance and efficiency.

We follow HIPAA standards and use encrypted financial systems to protect all sensitive practice and patient data.

Yes. Our services scale for practices of any size across Florida.

Yes. We analyze billing, insurance reimbursements, and compliance to optimize revenue and reduce risks.

Contact us to schedule a consultation and we’ll create a customized fractional CFO plan for your primary care practice.

Fractional CFO for Primary Care Practices: Financial Peace of Mind

Managing finances in primary care requires accuracy, compliance, and strategic insight. Our fractional CFO services help practices optimize cash flow, maintain regulatory compliance, and focus on patient care. With secure systems and expert guidance, we simplify financial management and deliver peace of mind.