Accounting and Fractional CFO Services for Direct Care Practices & Professional Service Firms
Experienced bookkeeping, controller, and fractional CFO support so you can focus on serving patients and clients.
At Osprey CFO, our team offers direct care and professional service providers complete accounting and fractional CFO services. Our approach extends beyond basic bookkeeping and accounting by providing active support across budgeting, cash flow management, strategic planning, and more.
Built to Support Your Business
What We Do
Get clean, up-to-date books every month so you always know where your practice or firm stands.
We handle the day-to-day bookkeeping, reconciliations, and categorizations — including memberships, retainers, and project work — and deliver simple, visual reports you can actually use.
Monthly Accounting
Hand off payroll and core finance operations to a team that understands growing direct care practices and professional service firms.
We coordinate payroll, oversee your monthly close, and tighten basic controls around spending and approvals, so your back office runs smoothly without extra hires.
Payroll & Controller Services
Start with structured business planning so your financial strategy matches your vision for the practice or firm.
From there, we help you plan cash, pricing, hiring, and growth — turning your financials into clear options and action steps for your next phase.
Fractional CFO & Advisory
Our Process
A 20–30 minute conversation to understand your journey, your practice, and your goals
Step 1: Discovery Call
We review your existing operations and systems, then recommend the right mix of Monthly Accounting, Payroll & Controller, and Fractional CFO support
Step 2: Assessment & Proposal
We put your accounting and any system changes in place, build practical budgets and plans, and then meet with you regularly to review results and keep everything on track as you grow