Medical Practice Financial Health Check
For independent and group medical practices
A diagnostic framework covering revenue cycle health, payer mix analysis, provider productivity benchmarks, and the financial warning signs that predict cash flow problems before they become a crisis.
Law Firm Financial Health Check
For contingency-fee personal injury practices
A diagnostic framework covering cash flow timing, WIP valuation, settlement reserve planning, and the key financial ratios that distinguish a financially healthy PI firm from one that’s quietly struggling.
Engineering & Government Contracting
Financial Health Check
DCAA audit readiness, indirect rate structure, incurred cost submissions, and contract profitability — the financial framework every government contractor needs before DCAA calls.
Manufacturing Companies
Financial Health Check
From standard cost variances to cash conversion cycle, this guide identifies the financial warning signs that erode margin before they show up on the income statement.
Health & Safety Consulting
Financial Health Check
Service line profitability, credential compliance, professional liability coverage, and field labor controls — the financial indicators that matter most when your revenue depends on people in the field.
Professional Services Consulting
Financial Health Check
Utilization, realization, project margins, and the cash-flow gaps that catch growing firms off guard — the financial indicators that separate a busy consulting firm from a profitable one.
Trucking & Logistics CFO Field Guide
Industry economics, KPIs, cash flow dynamics, and operational finance for asset-based carriers
Whether you’re stepping into a trucking CFO role or evaluating your carrier’s financial health, this guide covers the metrics, cost structure, and operational levers that drive profitability in asset-based transportation.
Landscaping & Grounds Management CFO Field Guide
A diagnostic and reference framework for commercial landscaping and grounds management companies — covering seasonal economics, job costing, crew productivity, equipment finance, H-2B labor compliance, and the financial warning signs that separate profitable contractors from margin-squeezed ones.
Nonprofit Schools & Churches
Financial Health Check
Is your organization audit-ready? This guide covers restricted vs. unrestricted net assets, grant compliance, single audit thresholds, and the financial controls that protect your mission — and your tax-exempt status.