I build the financial systems that let you focus on care, not cash flow.
Financial and billing operations for mental health, speech, and rehab therapy practices. Better collections, cleaner books, and the clarity to grow with confidence.
Let's TalkSound familiar?
"Why are so many claims getting denied? Is my biller actually performing? What if my biller leaves? I don't even know what questions to ask my billing team."
"Can I afford to hire another therapist? Do I have enough cash to cover the next payroll? I'm managing my business from my bank account and I know that's not enough."
"Should I open a second location? When does it make sense to bring billing in-house - or outsource it? How do I know if we're actually ready to grow?"
These are financial and operational questions - and most practice owners are figuring them out alone.
How I Help
Revenue Recovery and Collections
Whether you bill in-house or use an outside vendor, I dig into the numbers that determine whether you actually get paid. Denial patterns, aging receivables, payer follow-up, front-end claim issues. I build the systems and accountability structures that turn your billing operation into a reliable revenue engine.
Fractional CFO
Financial guidance without the full-time cost. Month-end close, budgeting, cash flow forecasting, and reporting that gives you a clear picture of where your practice stands and where it's headed.
Exit and Buyer Readiness
If selling is on your radar, I help you get your business in the shape buyers want to see. Clean financials, documented processes, and a clear picture of profitability. And even if you never sell, a practice that runs well without depending solely on you is a better business to own.
From operating loss to successful exit
The Challenge
A multi-location mental health agency with 12 sites and 200+ employees came to me looking for help with a potential sale. But once we started talking, bigger problems surfaced. They hadn't been able to file their taxes. Financial statements didn't tie to their bank accounts. They were weeks from missing payroll and didn't know it. On the billing side, aged receivables were growing unchecked, and their billing team was tracking denials on spreadsheets.
What We Built
Financial Operations
- Rebuilt the books from scratch and reconciled every transaction to the bank
- Created a month-end close process that delivered a full reporting pack to leadership within the first week of each month
- Implemented a budgeting process with all key stakeholders, giving the business operational and strategic clarity
- Completed a third-party financial audit, required for state accreditation
Billing Operations
- Moved the in-house billing team off spreadsheets and into their EMR
- Implemented claim submission and follow-up procedures to stop rejections and denials before they happened
- Built a clear AR workdown plan and implemented KPIs that brought the business to exceeding industry benchmarks for collections, clean claim rates, and aged AR
The Results
The practice went from an operating loss to over $1M in profit. Revenue doubled. Collections reached 98%+ with aged AR under 15%, both above industry benchmarks. And as processes improved, the billing team was reduced by 50% through natural attrition — better systems meant fewer people needed. When it came time to sell, I sourced multiple buyers, led the due diligence process, and leveraged competing offers to maximize the outcome.
"He really understands the business but translates it in a way that's actionable and sensitive to the nature of our work, where we're serving the mental health needs of others."
Founder, multi-location behavioral health agency
Why Me
I've spent 15 years in therapy practice operations - clinical, technology, and business.
I started in behavioral health
Working directly with clients and families as a counselor. I understand the clinical side.
I built and sold an EMR/RCM company
Eight years building software specifically for therapy practices. I know how these systems work - and where they fall short.
I've designed and built RCM systems at scale
I've built billing platforms, evaluated and replaced RCM vendors, designed claims workflows, and created the KPI and incentive structures that drive team performance — across multiple companies and hundreds of practices. I don't just know what good looks like. I've built it.
How It Works
We talk
A 30-minute call to understand your practice, what's not working, and where you want to go.
I dig in
I look at your numbers, your processes, and your team to find the gaps and the opportunities.
We go from there
If I can help, I'll tell you exactly how — and we go from there.
Let's take the financial stress off your plate.
A 30-minute call is enough to figure out if I can help. No pitch, no pressure.
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