Your Full-time Executive Experience in the Addiction Treatment industry at a Fraction of the Cost.

Develop a financial team for your company that is  more extensive than a typical bookkeeper or accounting service provider.

Schedule a Customized Demo

Who We Are

We are executives and entrepreneurs – curious, meticulous, and focused on efficiency and profitability.

Experience Quality

We have a wealth of experience: CEO, CFO, COO, business founders and owners, public-company and Big 4 consultants, financial whizzes, and accountants.

Experience Results

We are able to bring a full range of executive-level insight and guidance, for the approximate monthly cost of an in-house bookkeeper.

Scott Schroeder

Scott’s exemplary financial background brings more than 30 years of senior leadership expertise. Having held the positions of owner and CEO of an in-patient treatment facility, COO of 40 Physical Therapy clinics managing 500 employees and SVP of an electronic medical software company, Scott has a proven ability to raise equity from financial institutions and investors. His drive and dedication, together with the highest level of integrity and values, brings a literal wealth of experience and knowledge to the business.

Scott Schroeder

Scott’s exemplary financial background brings more than 30 years of senior leadership expertise. Having held the positions of owner and CEO of an in-patient treatment facility, COO of 40 Physical Therapy clinics managing 500 employees and SVP of an electronic medical software company, Scott has a proven ability to raise equity from financial institutions and investors. His drive and dedication, together with the highest level of integrity and values, brings a literal wealth of experience and knowledge to the business.

What we do

We reduce your costs and consolidate all your financial services into a single vendor.

CFO Services Provided

  • We prepare financial projections and cash-flow forecasting to provide you insight into your future, rather than only looking at the past – as is typical with most accounting providers.
  • We create a “Customized Financial Dashboard” for you which tracks relevant industry Key Performance Indicators (KPI’s) and financial metrics, which allows you to access strategic information to assess and manage your company.

Reduce Overhead

  • Bookkeeping & Accounting
  • Financial Reporting
  • Monthly & Quarterly Reviews for Owners & Boards
  • Annual Budgeting & Tax compliance
  • CFO-level strategic guidance, including
  • Obtaining Financing (debt and equity)
  • Mergers & Acquisitions
  • Profitable Exits

Answer questions such as:

  • “Do I have enough cash to hire 2 new people?”
  • “How will building additional facilities affect my cash reserves 12 months from now?”
  • “What future expenses should be planned for to sustain my expansion goals, and how will I pay for it?”

How we do it

We create a Financial Partnership with your company that is much deeper and more extensive than a typical bookkeeper or accounting service provider, by:

  • Generating detailed visual financial reports and slide decks that provide strategic insights and solutions for Owners, Board of Directors, and banks.
  • Analyzing cost savings and areas to allocate cash and investment for future growth.
  • Joining you on bi-monthly calls to discuss progress on your goals, concerns, and KPI’s.
  • Streamlining the tax process and work with your tax preparer to minimize your taxes.

We are available to assist you on a successful sale if desired

We accomplish this by connecting you with financial and private equity institutions to potentially sell all or part of your business, including:

  • Assessing and maximizing your company’s valuation;
  • Introducing real estate partners & sources of financing;
  • Accessing lines of credit;
  • Finding inexpensive sources of capital to raise cash or refinance debt;
  • Analyzing other acquisition opportunities.

Ask yourself

What metrics you would use to measure success or areas of concern.

Is your current accounting provider able to provide these metrics, along with strategic guidance for improvement in a visual format that you can easily digest and share with stakeholders?

Do you have an exit plan?

If you could increase your company valuation by 20% with public-company quality accounting and financial reporting together with lower overall costs, would this interest you?

If you could increase the asking price of your company by 20% utilizing professionally constructed financials with access to multiple potential buyers, how much is that worth to you?

Let us help you achieve your goals

Schedule a customized demo to discuss your specific situation.

What we do for you

  • Provide you with a CFO and Executive team at a fraction of the cost;
  • Include bi-monthly financial reporting and strategic planning calls;
  • Dramatically reduce finance, accounting, and bookkeeping costs;
  • Put Customized Dashboards at your fingertips measuring profit & KPI’s;
  • Generate monthly reporting – along with actionable guidance and solutions;
  • Make you “Bankable” – by streamlining the bank outreach and application process for accessing additional capital;
  • Take the stress and effort out of your fundraising and financing process;
  • Increase your company’s market valuation – and ultimately your selling price – using GAAP approved accounting best practices.

What is the cost?

Depending on the size of your business, $5,000 to $6,000 per month with no long-term contract.

Let’s talk about your business

Make contact with us via the form below.

Monthly Subscription Payment