Full-Time Financial Expertise on a Part-Time Basis
The Financial Partner You've Been Missing
Serving private healthcare practices, small businesses, and nonprofits whose owners are ready to stop navigating the financial side of their organization alone.
Ready to stop spending energy on finances and start spending it on what you do best?
Click below to schedule a time to meet with one of our experienced fractional CFOs.
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☏ 402-915-2699
Are Your Finances Working as Hard as You Do?
You didn't build your business to ultimately work for someone else.Most owners we meet are working harder than ever. The revenue is there, and the schedule is full. Yet the finances feel harder to read than they should. Decisions that should feel clear feel uncertain. The financial picture that should be giving you confidence is giving you more questions than answers.You deserve better.
A financial picture that's clear, a business that's built to last, and the peace of mind that comes from knowing that someone experienced is handling it.
That's exactly what we're here for.
What You've Built Deserves More Than Guesswork
You went into this to do meaningful work. You wanted to run a practice or business on your own terms, build something you're proud of, and create a career that felt like yours.What no one told you is that at a certain stage of growth, the financial side of your business starts to demand as much attention as the work itself. And if no one is managing it with the same level of care and expertise you bring to everything else, the gap between what you've built and what you have to show for it quietly widens.
Sound familiar?
● Revenue is up, but you're not sure where it's going or whether the growth is actually sustainable.
● You're hiring staff, buying new equipment, and expanding into new locations based on instinct rather than data and a clear financial picture.
● You've thought about paying yourself or your employees more, but you're not sure if you can safely financially support it.
● You wonder what the business would actually be worth if you ever wanted to sell.
● You have a bookkeeper, maybe even a CPA, but no one who's actually helping you think strategically through big decisions or about how to grow your business to the next level.These aren't signs of failure.
They're signs that you haven't had the right financial partner at the table.
The Cost of Uncertainty
Most owners don't lose ground from one bad decision. It's lost slowly over time from several decisions made without the right information.
● A growth opportunity passed over because you couldn't tell whether you could afford it
● An employee hired, or not hired, based on a gut feeling rather than a financial model
● Missed tax strategies because your books and tax preparer were never really in sync
● A business valued far below its potential because profitability was never intentionally optimized
● Another year of paying yourself less than you should because certainty about what's sustainable felt just out of reach
These gaps rarely announce themselves.
They compound quietly, and the longer they go unaddressed, the more costly they become.
What Financial Partnership Actually Looks Like
Bridgepoint CFO Solutions was built specifically growing organizations at the stage where sophisticated financial leadership becomes critical — but a full-time CFO hire doesn't yet make sense.We don't just maintain your books, and we don't send reports and disappear. We become part of your leadership team, providing a steady financial voice that helps you see around corners, plan with intention, and make the decisions that moves things forward.
Why we're different:
● We operate at the CFO level, not the bookkeeping level. That means your financials aren't just being maintained — they're being interpreted, challenged, and used to drive decisions that actually move your organization forward.● We tailor everything to your organization. There are no templates, no one-size-fits-all approaches, and no advice that isn't grounded in your specific situation.● We become a consistent presence in your financial life, not a vendor you hear from a few times a year and forget about in between.● We don't deliver reports and leave you to figure out what they mean. Every conversation ends with a clear direction and next steps.● We speak in plain language, not financial jargon. You'll always know what your numbers mean and what to do about them.● We work closely with your office manager, bookkeeper, and tax preparer to bridge communication, solve problems, and make sure nothing falls between the cracks.● We keep you thinking one to two years ahead, not just reacting to what happened last month.● We're a small, dedicated firm. You'll know who you're working with, they'll know your business, and you'll never feel like just another account.
Specialized Where It Matters. Trusted Across Sectors.
Private Healthcare Is Where We've Earned Our Reputation
Running a healthcare practice comes with a financial complexity that most advisors underestimate. Reimbursement pressure, provider compensation, staffing economics, the constant tension between growing the practice and protecting what you've already built. These aren't generic small business problems. They require someone who already understands the landscape before they walk in the door.We've worked inside the financial operations of medical clinics, therapy practices, veterinary clinics, optical practices, and other specialties. We know what the numbers look like at your stage. More importantly, we know what they should look like and what's standing in the way.Healthcare practices come to us because our expertise runs deep. It's not only a marketing category for us. It's where we do some of our best work, and our clients feel the difference.
Built for More Than Just Healthcare
Most small businesses and nonprofits at your stage have never had access to a true CFO. Not because they don't need one, but because the options have always been too expensive, too generic, or too disconnected from the realities of running an independent organization.That's exactly the gap we fill.Whether you're a growing business navigating the complexity that comes with scale, or a nonprofit managing grant compliance, restricted funds, and the pressure to do more with less, we bring the same senior-level expertise, strategic thinking, and personalized attention we provide to every client we serve.Your industry may be different from healthcare. Your need for clarity, confidence, and a financial partner who actually understands your world is exactly the same. And that's a need we know how to meet.
Our Typical Client
● Generates $500,000 to $10,000,000 in annual revenue
● Privately owned and independent, not affiliated with a hospital system or private equity group
● At a stage of growth where the decisions are getting bigger, but the financial visibility hasn't kept pace
● Has a bookkeeper or office manager handling the day-to-day, but no one thinking strategically about the bigger picture or helping you take your organization to the next level
How We Support You
Fractional CFO Partnership
There's a difference between having financial data and knowing what to do with it. At a certain stage of growth, that difference starts to matter significantly.If your organization is generating $500,000 or more in annual revenue, who is interpreting your financials and turning them into a clear plan? Who is watching your cash flow six months out? Who is making sure the decision you're about to make actually makes sense for where your organization is headed? Who is coordinating with your tax preparer to make sure nothing is left on the table? And who is making sure you're not just generating revenue, but actually keeping as much of it as you should be?If the honest answer is nobody, or that it's falling to you on top of everything else you're already carrying, that's worth paying attention to.Basic bookkeeping keeps your records accurate. It doesn't tell you what to do next. A full-time CFO with a full-time CFO salary and benefits, isn't the right move yet. That threshold is typically closer to $10,000,000 in annual revenue. But the need for strategic financial leadership is real right now, and a fractional CFO is exactly what this stage calls for.We provide the financial leadership your organization needs without the cost of a full-time hire. This is an ongoing relationship, not a one-time engagement. We meet with you monthly, stay closely coordinated with your internal team, and remain deeply engaged with your financial picture so we're always current and always ready to help you think through what's next.What's Included:● Monthly financial reviews that end with clear direction and a plan you can act on, not just a summary of what already happened
● Cash flow monitoring and forward-looking forecasts so you're never caught off guard
● Custom dashboards that give you an honest, at-a-glance view of what's working and what needs attention
● Owner and partner compensation planning so you can pay yourself with confidence, not guesswork
● Budgeting and rolling forecasts that evolve alongside your organization, not just at year-end
● Close coordination with your tax preparer throughout the year so your financial strategy and tax strategy are always aligned
● Strategic growth roadmaps for wherever you're headed, whether that's adding a provider or employee, opening a new location, or planning an eventual exit
● Peace of mind that an experienced partner is watching over your financial picture and guiding you every step of the way.
Bookkeeping Support
Everything we do is only as good as the foundation underneath it. Clean, accurate books aren't just a compliance requirement. They're the starting point for every good financial decision.For organizations earning under $500,000 annually, focused bookkeeping support is often exactly what's needed. For larger clients, many choose to add bookkeeping support alongside their fractional CFO engagement so that every layer of their finance function is working together.What's Included:● Monthly income and expense categorization
● Bank and credit card reconciliations
● Clear monthly financial statements
● Coordination with your tax preparer throughout the year so the process is smooth, accurate, and nothing gets left on the table
● Annual 1099 filings
● Bi-annual check-in calls to review your financials and make sure everything is on track
● Optional bill pay review and oversight for an added layer of oversight on outgoing payments
How It Works
1. A Real Conversation
We start with a no-obligation call to understand your organization, your goals, and what's on your mind financially. We're not pitching. We're listening. The goal is to understand whether there's a fit, and if there is, what that should look like.2. Financial Assessment
We review your current financials to identify gaps, opportunities, and the areas most worth addressing. Many clients tell us this step alone is clarifying.3. A Tailored Proposal
We put together an engagement proposal built specifically for your needs and budget. No templates, no packages that don't fit. Transparent scope, clear deliverables, honest pricing.4. Ongoing Partnership
Once we begin, we become part of your team. Steady, engaged, and focused on the same thing you are: building something that's financially strong, strategically sound, and entirely yours.
About Us
Jessica (Watts) Laskowsky, CPA, founded Bridgepoint CFO Solutions on a straightforward belief: every organization deserves access to exceptional financial leadership.That belief shapes everything about how we work. We're not here to keep your books compliant and move on. We're here to help you understand what your numbers mean, make decisions with confidence, and build something worth being proud of.With over 20 years of financial experience and a team with hands-on expertise in healthcare, nonprofit, and small business finance, we bring senior-level thinking to organizations that need it most.We're based in Omaha, Nebraska, and serve clients across the United States. Every engagement is staffed in-house with no outsourcing and no handoffs to junior team members. When you work with Bridgepoint, you work with experienced professionals who are genuinely invested in where you're headed.
Frequently Asked Questions
What is a fractional CFO?
A fractional CFO is a senior financial leader who becomes a strategic partner within your organization. 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 your financial data and turn it into clear, actionable guidance — improving cash flow visibility, strengthening profitability, and supporting the decisions that shape where your organization is headed. The goal is a partnership that genuinely understands your business and helps you lead it with confidence.When should you hire a fractional CFO?
The honest answer is that most organizations wait too long. At $500,000 in annual revenue, the financial decisions you're making carry real consequences. A wrong hire, a cash flow blind spot, a growth move that wasn't properly stress-tested, a tax strategy that wasn't coordinated — these aren't just inconveniences at this stage. They're expensive. And the further you go without the right financial leadership in place, the more those missteps compound. Basic bookkeeping keeps your records accurate. It doesn't protect you from making a costly decision with incomplete information. That's a different kind of support entirely, and it's exactly what a fractional CFO provides. If your organization is generating $500,000 or more in annual revenue and you're making significant decisions without a strategic financial partner at the table, the question isn't really whether you need one. It's how much the delay is already costing you.Can a practice or company run without a CFO?
Many do, and for a while it works. But there's a meaningful difference between running an organization and leading one. Bookkeeping tells you what happened. A CFO helps you decide what happens next. The organizations that struggle aren't usually the ones that made one catastrophic decision. They're the ones that made a series of smaller decisions without the right financial visibility, and by the time the pattern was clear, the options had narrowed. A fractional CFO exists to make sure you never find yourself in that position.Are fractional CFO services worth the investment?
The clients who ask this question most often are the ones who later tell us they wish they'd started sooner. Within the first few months, inefficiencies get identified, opportunities surface, and the financial fog that made big decisions feel risky starts to lift. Most clients find the engagement pays for itself many times over. What they don't always expect is how much lighter it feels to hand that weight to someone who knows exactly what to do with it.How much does a fractional CFO cost?
Our engagements are structured as a flat monthly retainer, scoped and priced based on your organization's size, complexity, and needs. Before anything begins, we'll have a straightforward conversation about investment and scope so there are no surprises.Do I have to sign a long-term agreement?
No. All of our engagements are month-to-month. Most clients stay with us for years, but that's because the partnership is genuinely valuable, not because they're contractually obligated to. We want it that way.What are the risks of hiring a fractional CFO?
There are two things worth watching for.First, industry experience matters. Every industry has financial nuances that a generalist will underestimate. This is especially true in healthcare, where reimbursement structures, provider compensation, payer dynamics, and the tension between clinical growth and financial sustainability create a level of complexity that takes years of direct experience to truly understand. But it applies across the board. You want a partner who already understands the landscape of your world before the engagement begins, not one who is learning it on your time and your dime.Second, real CFO experience matters. The title gets used loosely, and not everyone offering fractional CFO services has actually held the role. There's a meaningful difference between someone who completed a course or earned an online certificate and someone who has served as a Chief Financial Officer, carried the responsibility, and made consequential financial decisions in the real world.At Bridgepoint, our fractional CFOs have both deep industry expertise and a track record of actually doing the job. That's the standard we hold ourselves to, and it's what we'd encourage you to watch out for in any partner you consider.How do I choose the right fractional CFO?
Beyond credentials and experience, the relationship matters. Your fractional CFO will be inside your financial picture on a consistent basis, which means trust, communication, and genuine alignment with your goals are just as important as technical expertise. Look for someone who asks good questions before offering answers, communicates in plain language rather than financial jargon, and feels less like a vendor and more like a member of your leadership team. The right fit should be apparent fairly quickly. If it feels transactional from the start, it probably will stay that way.Will I actually work with an experienced CFO or get handed off to a junior associate?
This is one of the most important questions you can ask, and we'd encourage you to ask it of any firm you consider. At Bridgepoint, all CFO-level work is performed by experienced professionals who have actually held Chief Financial Officer roles. When you engage us for fractional CFO support, you work directly with a senior CFO. That relationship doesn't get delegated, handed off, or managed by someone still building their experience.Where we do leverage support staff is on bookkeeping and clerical tasks, which is appropriate and common in well-run financial operations. But every bookkeeping engagement operates under direct senior-level oversight. Your books are reviewed by someone with the financial expertise to catch discrepancies, identify opportunities, and make sure everything is accurate before it ever reaches you.The strategic work, the financial interpretation, the advice, and the relationship — that always stays with an experienced professional. You're investing in senior-level expertise. You should be getting exactly that.Can a fractional CFO work alongside my office manager or bookkeeper?
Absolutely, and it's one of the most effective financial structures a growing organization can have. But it's worth understanding what each role actually does, because the difference is significant.Your bookkeeper or office manager keeps the records accurate, the bills paid, and the day-to-day running smoothly. That work is essential. A fractional CFO operates at an entirely different level. They interpret what the numbers mean, identify what the numbers should look like, build the financial strategy that guides your organization forward, and make sure the big decisions you're facing are grounded in a clear, honest financial picture.One role maintains the foundation. The other builds on top of it. Together, they give your organization something most of your competitors don't have: both the operational reliability and the senior-level financial leadership that turns a well-run organization into a strategically led one.Do you prepare tax returns?
We don't prepare or file tax returns. What we do is make sure everything on our end is organized, accurate, and strategically positioned so that your tax preparer can do their best work. We coordinate closely with them throughout the year, not just at tax time, to make sure your financial strategy and tax strategy are always aligned. If you don't already have a tax preparer you trust, we're happy to connect you with someone who is a good fit for your organization. Over the years we've built relationships with quality tax professionals who understand the industries we serve, and making that introduction is something we're glad to do.Do you perform audits or attestations?
We don't perform audits or attestation work. Those engagements require independence from your day-to-day financial operations, which is precisely what makes us effective in our role. What we do is make sure that when an audit or attestation is required, you're fully prepared for it and not scrambling to pull things together at the last minute. We coordinate closely with your auditors, make sure your books are clean and well-organized going in, and serve as the point of contact so that the process doesn't fall on your shoulders. For most of our clients, having us in that role turns what used to feel like a stressful annual event into something that largely takes care of itself.How many hours of support can I expect from a fractional CFO each month?
We don't bill by the hour, and we don't want you to have to think about it that way either. Our engagements are structured as a flat monthly retainer, which means we're focused on delivering value, not watching the clock. Every month includes a financial review, performance discussion, and strategic planning conversation. Between meetings, we stay coordinated with your bookkeeper or office manager to make sure reporting stays accurate, and nothing falls through the cracks. The goal is a steady, reliable rhythm that keeps us closely connected to your organization, and makes sure you always have someone to turn to when something comes up, without worrying about what it costs to pick up the phone.What can I expect in the first 90 days?
Most clients describe the first 90 days as the moment things start to make sense. Reporting gets organized, the financial picture becomes readable, and opportunities that were always there but hard to see start to come into focus. By the end of that period, you'll have a solid foundation, a clearer view of where you stand, and a partner who genuinely knows your business. For most clients, it's also when the decision to start stops feeling like a question.Next Steps
If you're wondering whether this is the right move for your organization, the best next step is a conversation. We'll listen, ask a few questions, and give you an honest perspective on where we think we can help. No obligation, no pressure. Just a straightforward discussion about where you are and where you want to go.
Ready for Some Relief?
The financial complexity of running and growing an organization doesn't have to sit entirely on your shoulders. That's exactly what we're here for.Schedule a no-pressure call with our team. We'll listen, ask a few questions, and give you an honest perspective on where we think we can help. No obligation, no pitch. Just a straightforward conversation about where you are and where you want to go.
Resources for Healthcare Practices
Through our experience serving and working in private healthcare practices, we understand what keeps owners up at night. Click below to access our free guides, rooted in our real-world experience. The 10-Point Financial Health Checklist gives you the same diagnostic tool we use to identify opportunities, while our Private Practice Cash Flow Playbook shares three proven strategies we've implemented with our clients.
Insights
Click below to explore articles and Bridgepoint CFO Solutions' latest insights.
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402-915-2699, [email protected]
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Last updated: September 2, 2025Introduction
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Bridgepoint CFO Solutions, LLC
663 N 132nd St, PMB7150, Omaha, NE 68154
402-915-2699
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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.
Insights
Explore the articles below for practical guidance and our latest insights.