A Clear Financial Path, Designed for Busy Owners
Most private healthcare practices and small businesses don’t need a full-time CFO. They need a trusted partner who transforms everyday financial data into thoughtful, strategic guidance.We partner with you every month to bring clarity, direction, and stability to your finances.
You receive the advantage of accurate reporting, cash-flow understanding, and steady financial leadership, all without the cost of a full-time executive. This gives you the freedom and confidence to lead your business with ease.
Schedule your complimentary Financial Health Check below. Together, we’ll review your practice, highlight opportunities, and identify the next steps that matter most. This 30-minute session is designed to give you confidence, insight, and control over your business decisions.
No pressure. Just clarity.
🖂 [email protected]
☏ 402-915-2699
Your Practice, Your Story
Not ready for a full Financial Health Check?
Start with a 15-minute conversation instead.Every private healthcare practice has its own unique pressures, goals, and story.This short, informal conversation is led by you and a chance to introduce your practice, share what’s top of mind, and connect with a CFO who understands the realities of running a growing healthcare business.No preparation is needed, and there’s no obligation. Just a thoughtful, relaxed conversation to explore where you are and what you’re building.
Are Your Finances Working as Hard as You Do?
You’ve built a strong business, but managing the
finances can feel like a second full-time job.Are you wondering:“Where is our cash actually going?”“Are we realizing our full profit potential?”“What is an appropriate owner salary?”“Which decisions best support our growth?”“Do our financials give us the full picture?”“Are our controls keeping us protected?”A trusted financial partner can make all the difference. Our team works closely with practice and small business owners, bringing clarity and confidence to their finances. This level of guidance enables each owner to protect the business they’ve built and focus on the work that matters most.
Stop Reacting to Your Numbers.
Your financial data shouldn't just be something you look back on. What if it could help you guide your next moves? We turn your numbers into practical insights so you can make smarter decisions, reduce stress, and plan for the future.We provide your practice or small business the benefit of CFO-level expertise without the full-time cost through services designed to give you clarity, control, and peace of mind.Whether you already have strong internal bookkeeping or need additional support keeping your financials accurate and current, we meet you where you are.
Our Solutions Include:● Cash Flow Confidence & Forecasting
Take comfort in knowing exactly where your money stands. We monitor the movement of your cash, anticipate what’s ahead, and provide clear forecasts so you can make decisions with calm, informed confidence.● Refined, At-a-Glance Dashboards
Trade spreadsheet overload for clarity. Our custom dashboards offer immediate, clear visibility into the financial health of your practice, highlighting what’s performing well and where attention is needed.● Monthly Reviews with Real Strategies
We don’t just deliver reports. We translate your numbers into plain language and actionable steps. Every review ends with a thoughtful, focused plan you can use right away to move your business forward.● Smart, Sustainable Owner Compensation
Take distributions with assurance. We calculate owner and partner payouts that are both rewarding and financially sound, allowing you to enjoy the success of your practice without compromising stability.● Streamlined Systems & Financial Safeguards
Protect your revenue with confidence. We design the checks, balances, and workflows that keep your back office running smoothly, securely, and free from costly errors.● Adaptive Budgeting & Rolling Forecasts
Plan with intention instead of guesswork. Your budget and forecasts evolve with your business and provide a living, flexible roadmap that supports smart decisions throughout the year.● Strategic Growth Roadmaps
Move beyond the metrics. We interpret the narrative behind your financials and help you chart a clear, personalized path toward sustainable growth that aligns with your goals, vision, and pace.● Reliable Accounting Support
Accurate books are the foundation of every sound financial decision. For practices that need consistent bookkeeping support, we partner with your internal team to ensure your financials remain clean, current, and optimized for strategic use.
How It Works
A Simple Path to Financial Clarity
Consultation: We start by understanding your practice, your priorities, and the financial challenges you face. This conversation ensures we know your business as well as you do.
Tailored Plan: Based on what we learn, we create a plan that’s customized to your needs. It clearly outlines the support and strategies that will help you make confident decisions and achieve your goals.
Ongoing Partnership: We provide continuous insight, guidance, and support, working alongside your team every month so you can focus on what you do best while your finances stay on track.
Who We Serve
We specialize in providing CFO solutions for private healthcare practices, including medical clinics, therapy practices, veterinary clinics, optical practices, and other healthcare professionals. We understand the unique challenges and financial nuances of running a private practice, and we work closely with your office manager or in-house team to keep your financial operations running smoothly and efficiently.While private healthcare practices are our primary focus, we also partner with organizations across a variety of industries, including both for-profit and not-for-profit sectors. With team members bringing deep experience from healthcare, nonprofit, and other industries, we provide strategic financial leadership tailored to the unique needs of each organization.Our services are designed for organizations with annual revenues between $500,000 and $10,000,000, providing the financial insight and guidance you need to support sustainable growth and achieve your goals.
About Us
Based in Omaha, Nebraska, our small but dedicated team delivers high-level financial guidance to practices and businesses throughout the United States. We tailor our approach to each client, providing seamless collaboration and personalized support to meet your unique needs.Our team includes experienced financial professionals, including CPAs, with deep expertise supporting private healthcare practices and small businesses. We provide the insight and strategic guidance of a full-time CFO without the cost of a full-time executive.We are committed to serving as your trusted financial partner, offering the clarity, perspective, and confidence you need to make strategic decisions that help your business thrive.
Resources
Your practice deserves clarity, confidence, and control over your finances. These carefully designed guides provide actionable insights to help you strengthen cash flow, improve profitability, and make informed decisions with confidence.Our Guides Include:The Private Practice Cash Flow Playbook
A concise, action-oriented guide highlighting three key strategies to enhance cash flow and profitability. Perfect for practice owners and managers who want results without overwhelm.10-Point Financial Health Checklist
A practical tool to quickly assess your practice’s financial health and identify opportunities to improve cash flow, boost profitability, and reduce financial stress. Built specifically for medical, optical, therapy, veterinary, and other private healthcare practices.
Click below to access your guides today and take the first step toward greater clarity, confidence, and peace of mind.
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO is a senior financial leader who becomes a strategic partner within your practice or small business. They work alongside your team to provide the insight and direction of a full-time CFO, but on a flexible, part-time basis. We help you interpret financial data and turn reports, analytics, and performance metrics into actionable guidance. This includes improving cash-flow visibility, enhancing profitability, strengthening budgeting and forecasting, and supporting operational and growth decisions. Our goal is to become a financial partner who understands your business and empowers you to make confident, informed decisions.When should you hire a fractional CFO?
Many practices and small businesses eventually outgrow basic bookkeeping and tax support. If your organization is evolving, whether by adding providers or staff, expanding services or locations, or simply navigating greater financial complexity, a fractional CFO can bring the insight and structure needed to support your growth. Most clients find the greatest value once they reach $500K to $10M in annual revenue, though some benefit earlier depending on their pace of expansion and goals. Ultimately, the right time is when you want a clearer financial picture and a more strategic partner at the table.Can a practice or company run without a CFO?
Many practices operate without a CFO in the early stages, relying on basic bookkeeping for day-to-day financial tasks. However, as a business grows, interpreting financial data, anticipating challenges, and making strategic decisions becomes essential. A fractional CFO provides that executive perspective by turning numbers into insight, uncovering opportunities, and guiding decisions that shape the future. By partnering with your team, a fractional CFO helps you navigate growth with foresight and avoid costly missteps while maintaining flexibility and efficiency.Are fractional CFO services worth the investment?
Clients often see meaningful improvements within the first few months. A fractional CFO brings the structure, insight, and financial clarity that strengthens margins, stabilizes cash flow, and improves overall business performance. Inefficiencies are identified, opportunities uncovered, and decisions become more strategic, which delivers measurable improvements to profitability and your bottom line. Beyond the numbers, clients value having a partner who brings foresight, perspective, and a strategic lens which helps them move from managing finances to leading their practice with confidence and clarity.How much does a fractional CFO cost?
The investment depends on the scope of support needed by your practice or business. Most clients engage our services on a predictable monthly retainer, providing access to senior-level financial leadership at a fraction of the cost of a full-time executive. This arrangement offers consistency, peace of mind, and tailored, attentive guidance. To determine the level of support best suited to your practice, we provide a personalized consultation to align services with your goals and growth plans.Do I have to sign a long-term agreement?
No. All of our engagements are structured month-to-month. Most clients stay with us for years, but we never require a long-term commitment. We want relationships to continue because the partnership is genuinely valuable and not because of contractual obligation. This structure offers flexibility, transparency, and confidence as your practice or business grows.What are the risks of hiring a fractional CFO?
The primary risk is hiring a fractional CFO who is not fully aligned with your business or industry, which can lead to guidance that is too generic or disconnected from day-to-day operations. At Bridgepoint, we mitigate this risk by bringing genuine CFO experience, deep healthcare expertise, and a collaborative approach. We take the time to understand your business and tailor our guidance to your specific challenges and goals. With the right partner, you gain insight that helps anticipate issues, seize opportunities, and make strategic decisions.How do I choose the right fractional CFO?
Experience matters. Many professionals adopt the title “fractional CFO” after taking a course or managing basic financial tasks. However, meaningful guidance comes from someone who has actually served as a CFO. At Bridgepoint, our fractional CFOs have held Chief Financial Officer positions and our team includes CPAs with extensive healthcare experience as well as backgrounds in for-profit and nonprofit organizations. All work is performed in-house to ensure clients receive consistent, high-quality support from professionals fully engaged with their business. The right partner offers executive-level insight, clear communication, and the ability to translate financial information in a way that supports informed decisions. Most importantly, the relationship should feel collaborative. Your fractional CFO becomes a trusted extension of your leadership team, helping strengthen performance and guide your strategic goals.Can a fractional CFO work alongside my office manager or bookkeeper?
Absolutely. Most practices already have a bookkeeper or office manager managing day-to-day financial tasks. A fractional CFO complements that work by ensuring accuracy, interpreting reports, and providing strategic guidance. This integrated approach combines operational reliability with high-level financial insight, giving you a comprehensive view of your practice’s performance.Do I need a CPA to handle CFO responsibilities?
Not necessarily. While our team includes CPAs, the CFO role focuses on financial strategy, forecasting, operational performance, and long-term planning rather than compliance tasks like tax filings or audits. At Bridgepoint, we collaborate closely with your tax and audit professionals so every part of your financial picture is supported by the right expertise.How many hours of support can I expect from a fractional CFO each month?
We follow a structured monthly cadence. We meet with you twice each month for financial review, performance discussion, and strategic planning. Between those meetings, we coordinate with your office manager or bookkeeper as appropriate to ensure reporting stays accurate and aligned. This steady rhythm keeps us closely connected to your practice while maintaining a clear, manageable process.What can I expect in the first 90 days?
In the first 90 days, clients often gain clarity and control over their financial picture. You can expect organized reporting, actionable insights, and an understanding of opportunities to improve efficiency and drive growth. This period lays the foundation for informed decision-making and positions your practice or business for confident, strategic success.Next Steps
If you’d like guidance on whether fractional CFO support is right for your practice, we’re happy to help you explore your options and find the right fit.
Ready to Gain Control of Your Financial Health?
Let's have a conversation to see how we can help.
Contact Us
663 N 132nd Street, PMB 7150, Omaha, NE 68154
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Bridgepoint CFO Solutions, LLC, Limited Liability Company, 663 N 132nd St, PMB7150, Omaha, NE 68154, 402-915-2699, [email protected]
Privacy Policy
Last updated: September 2, 2025Introduction
This Privacy Policy describes how Bridgepoint CFO Solutions, LLC ("we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website, bridgepointcfosolutions.com, contact us via form, or interact with us through other means. By using the website and our services, you consent to the practices described in this Policy.Information We Collect
We may collect and process the following types of personal information: Name, Email address, Phone number, Any information submitted through our contact form (including the message content)We do not collect sensitive information unless you voluntarily provide it as part of your inquiry.How We Collect InformationWe collect information:Directly from you when you fill out forms, contact us by email or phone, or otherwise interact with our siteAutomatically through standard web technologies such as cookies and analytics tools to improve website functionality and user experience.Use of InformationWe use the information we collect to:Respond to your inquiries and provide requested servicesImprove the website and our offeringsComply with legal obligations and maintain internal recordsCommunicate with you if you request information or updatesWe do not sell your personal information to third parties.Information Sharing and DisclosureYour information may be shared with:Authorized personnel within our firmTrusted service providers (such as website hosting or mailing services) only as necessary for business operationsLaw enforcement or regulators if required by lawWe require strict confidentiality from unaffiliated third parties with access to your personal information.Data SecurityWe implement reasonable security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These include physical, electronic, and managerial procedures designed to safeguard information.Your RightsDepending on your jurisdiction, you may have certain rights regarding your personal data, including the right to access, update, or request deletion of your information. To exercise these rights, please contact us at the details below.RetentionWe retain personal information as long as necessary to fulfill the purposes for which it was collected or as required by law.Changes to This PolicyWe reserve the right to update this Privacy Policy from time to time. Changes will be posted on this page with the updated date. Continued use of the website after changes indicates your acceptance.Contact UsIf you have questions, concerns, or requests regarding this Privacy Policy, please contact:
Bridgepoint CFO Solutions, LLC
663 N 132nd St, PMB7150, Omaha, NE 68154
402-915-2699
[email protected]
Is Your Practice Financially Healthy?
Discover actionable insights and practical guidance to strengthen your practice’s finances through our 10-Point Financial Health Checklist.Sign up below to immediately access your guide today and take the first step toward greater clarity, confidence, and peace of mind.
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The Private Practice Cash Flow Playbook
This quick-action playbook reveals three steps that successful healthcare practices use to increase cash flow by $50,000–$100,000 in just 90 days.Many office managers, bookkeepers, and CPAs focus on keeping the books accurate and the bills paid, but not necessarily on financial strategies that create new cash flow. With the right insight, small, strategic changes can have a big impact.At Bridgepoint CFO Solutions, we help private healthcare practices turn complex financial data into clear, actionable strategies so you can make confident, profitable decisions.This playbook is your head start toward stronger cash flow, greater control, and a more resilient business. If you’re ready to put these ideas into action, our team is here to guide you every step of the way.Sign up below to access your guide today and take the first step toward predictable cash flow and greater financial confidence.