Rx · Strategic CFO & Accounting
A fractional CFO gives a pharmacy senior financial oversight without a full-time salary. That means monthly reporting with written commentary, budgeting and forecasting, working capital analysis, location and service-line profitability, COGS analysis, gross margin monitoring, capital and financing modeling, owner distribution planning, executive and board dashboards, and lender and investor reporting. Plus bookkeeping, chart of accounts, wholesaler invoice reconciliation, month-end close, and internal controls including separation of duties and cash handling. I am not a CPA. Audits, reviews, compilations, and tax filings are outside my scope and are engaged directly by the client with a licensed CPA.
What you get monthly
- Monthly reporting with written commentary explaining what changed and why
- Budgeting and forecasting
- Working capital analysis
- Location and service-line profitability
- COGS analysis and gross margin monitoring
- Capital and financing modeling
- Owner distribution planning
- Executive and board dashboards
- Lender and investor reporting
Bookkeeping and controls
- Bookkeeping and chart of accounts development
- Wholesaler invoice reconciliation
- Month-end close
- Bank and credit card reconciliations
- Internal controls including separation of duties and cash handling
Start with an Rx Financial & Margin Assessment
A written finding: which prescriptions lose money, what your effective reimbursement actually is by payer, where inventory cash is trapped, and what each fix is worth annually.
Start with an assessment