Fractional CFO services for professional practices

A clear financial path for the practice you've built.

You trained for years to serve patients and clients, not to read a profit and loss statement. Highline Financial gives dental, medical, chiropractic and law practices a part-time CFO who knows your numbers, steadies your cash flow and helps you decide what comes next.

  • 20+ years of financial experience
  • One-on-one, by Zoom or phone
  • Free 45-minute consultation
A family of hikers on a rocky overlook watching the sun rise over mountains and a lake valley
The problem

A full schedule doesn't always mean a healthy bank account.

Professional school teaches almost nothing about running a business. So capable, hard-working owners end up guessing at the one part of the practice that decides everything else.

01

Revenue is up, but cash is tight

The calendar is full and the reports look fine, yet payroll week still feels uncomfortable and you can't quite say why.

02

Overhead keeps creeping

Payroll, rent, software, supplies and loan payments each grow a little, and nobody is watching the total.

03

The numbers arrive too late

Reports show up weeks after the month ends, in a format built for tax filing instead of for making decisions.

What a fractional CFO does

CFO-level thinking, sized for a professional practice.

Large companies have a chief financial officer to turn numbers into decisions. Highline gives your practice the same role, part-time.

Cash flow planning

See what comes in, what goes out and when, so there is always enough on hand for payroll, taxes and the unexpected.

Revenue and profit margins

Understand which services, providers and client types actually produce profit, and which only produce activity.

Expenses and cost control

Go line by line through overhead to find what can be reduced, renegotiated or dropped without hurting the work.

Debt and financing

Understand how practice loans, equipment financing and lines of credit really work, so the bank works for you.

Planning and big decisions

Hiring, expanding, buying in or buying out: work through what the numbers need to look like before you commit.

Owner pay

The practice and your household are connected. We look at what you take home and how to make it steady.

For office managers

Your office manager lives in the numbers. We work with them too.

Most office managers were promoted for being great with people, then handed the books. Highline gives them the financial footing the role demands, and gives the owner a partner who speaks the same language.

Book a consultation together

What office managers take away

  • How to read the reports. What the profit and loss statement and balance sheet are saying, and what to flag.
  • A monthly review rhythm. A short, repeatable check on cash, collections and spending.
  • Better conversations with the owner. Clear numbers in place of gut feel when decisions come up.
  • Confidence with vendors and lenders. Knowing which costs are worth questioning.
How it works

Three steps, at a pace your schedule can handle.

Every meeting is one-on-one with Matt, by Zoom or phone, and scheduled around your client and patient hours.

Step 1 · Free

A 45-minute consultation

We talk through where the practice is today and what is keeping you up at night. There is no sales pitch. If Highline isn't the right fit, you'll still leave with a clear next step.

Step 2

A financial analysis

We go through your numbers together: cash flow, revenue, margins and expenses. Then we meet again to walk through what they show and where the real opportunities are.

Step 3

Ongoing CFO support

We meet regularly to review the numbers, make decisions and keep the plan moving. You and your office manager gain a finance lead who knows the practice.

Matt DeHart, fractional CFO and founder of Highline Financial
Your CFO

Matt DeHart

Matt has spent more than twenty years helping business owners and families get clear about money.

He is patient, practical and free of judgment. He meets the practice where it is today and explains as he goes, so the understanding stays with you and your team.

The name Highline comes from the Highline Trail in Utah, the last trail Matt backpacked with his dad. The trail in the logo is that trail.

Read the Highline story

In their words

What clients say about working with Matt.

When I was in the weeds of the day to day operating my business, I bumped into Matt who helped us overcome the challenges we were facing in our new business.
Brad Watch Brad's story
I thought I knew finances. I thought I was doing well, but as I continued to learn about Matt and what he did, I realized I needed Matt's expertise and coaching in my life!
Andy Watch Andy's story
Matt took our finances personal. Treated us as if he knew us for years.
Rob Watch Rob's story
Questions

What practice owners ask first.

What is a fractional CFO?

A fractional CFO is a senior finance lead who works with your practice part-time. You get someone who understands your numbers, plans your cash and helps with the big financial decisions, without the cost of a full-time executive.

How is that different from my CPA or bookkeeper?

Your bookkeeper records what happened and your CPA files the taxes. A fractional CFO looks forward: what the numbers mean, what to change and what to do next. Matt works alongside both. He does not prepare taxes, perform audits, sell investments or give legal advice.

What kinds of practices do you work with?

Privately owned professional practices: dental, medical, chiropractic and law firms, from solo owners to multi-provider and multi-partner offices.

Do my books need to be in good shape before we start?

No. Many practices start with books that are behind or hard to read. Part of the financial analysis is working out what you have, what is missing and what is worth tracking from here on.

Can my office manager join the meetings?

Yes, and it usually helps. Your office manager often has the closest view of collections, payroll and spending, so having them in the room makes the plan easier to carry out.

How do we meet?

By Zoom or phone, whichever is easier. Meetings are scheduled Monday through Thursday and can be planned around your patient or client hours.

What does it cost?

The first consultation is free. Cost depends on the size of the practice and how much support you want, so we talk about it once we both understand what you need.

Free 45-minute consultation

Find out where your practice really stands.

Pick a time that works around your schedule. Bring your office manager if you like.