Solutions Built for Direct Care & Professional Services
Osprey CFO provides managed accounting and fractional CFO support for direct care practices and professional service firms.
Our services are designed for owners who want clean numbers, proactive guidance, and a finance partner they can trust — without building a full in‑house finance team.
Monthly Accounting
Day‑to‑day bookkeeping
Monthly bank, credit card, and loan reconciliations
Proper coding of revenue, operating costs, payroll, and owner draws
Monthly financial statements formatted for direct care and professional services
Clean books professionally managed for you
Who it’s for :
Owners who want accurate, done‑for‑you bookkeeping and simple monthly reporting so they can see performance real-time
Outcomes :
Always know where cash is going and which services or providers are driving profit
Avoid messy books, last‑minute cleanups, and confusing reports
Give your lender clean financials when you need them
Payroll & Controller
Payroll coordination and setup with leading payroll platforms
Basic internal controls: approval workflows for spending, vendor and bill pay review, reimbursement checks
Support with owner compensation structure and basic compliance hand‑off to your HR provider
A lean finance department for your growing team
Who it’s for :
Practices and firms with staff or multiple providers who need reliable payroll, tighter processes, and controller‑level oversight — without hiring internally
Outcomes :
Team members and providers are paid accurately and on time, with fewer payroll issues
Reduced risk of errors, duplicate payments, and missed charges
A smoother, more predictable close process and clearer month‑end picture
Fractional CFO
Business planning as the starting point: clarify goals, growth path, and key financial milestones
Financial modeling for membership and retainer pricing, capacity, and provider/service‑line profitability
Cash‑flow forecasting and scenario planning around hiring, adding locations, and capital needs
Monthly CFO sessions to review results, discuss options, and align decisions with your plan
Strategic finance partner for planning and growth
Who it’s for :
Owners just starting out, planning to add locations, expand teams, change pricing, or make bigger strategic moves — and who want an ongoing CFO‑level partner rather than just year‑end advice
Outcomes :
Clear, numbers‑backed answers to questions like “Can we hire another provider?” or “When can we open a second location?”
A forward‑looking financial roadmap instead of reactive decisions
A trusted finance partner who understands your business and sits on your side of the table.
Let’s Get Started
A 20–30 minute conversation to understand your journey, your practice, and your goals
Step 1: Discovery Call
We review your existing accounting 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
Step 3: First 60 Days
No hard pitch — just a conversation to see if we’re a fit for your business