ALLEGRO CFO SERVICES

As a mission-driven business, you need more than accounting and bookkeeping - you need financial leadership. At Allegro CFO, we lead your finance function, systemize operations and execute a customized growth strategy aligned with your goals.

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WHAT WE DO - We partner with healthcare and nonprofit related organizations between $5 -$50 million as fractional / part-time CFO.

WHO WE’VE SERVED

  • Healthcare Providers

  • Medical Equipment Suppliers

  • Healthcare Technology

  • Education

  • Arts & Culture

  • Public & Social Benefit

WHAT MAKES US UNIQUE - We act as CFOs but think like entrepreneurs. We have 20+ years experience in healthcare finance & nonprofit banking and have also lead organizations as founders and board members.

OUR EXPERTISE - We’ve served clients from small businesses to global enterprises, across diverse industries. Healthcare and nonprofit operate differently, and we understand the nuances.

SERVICES WE PROVIDE

  • Budgeting & Expense Management

  • Revenue Cycle & Cash Flow Analysis

  • Bill Payment & Invoicing

  • Taxes, Accounting and Bookkeeping Supervision

  • Financial Reporting & Strategic Advisory

  • Financial & Operational Compliance

  • Systems Optimization

  • Payroll, Benefits and T&E

HOW WE WORK - We start with a FREE consultation to understand your business and assess your needs. We then align on a defined scope of work and tailor a retainer package fit for your organization.

WHAT TO EXPECT - Each month, you’ll receive a customized Finance & Business Report - paired with unlimited CFO access, routine strategy sessions, operational recaps, and in-person site visits.

Your monthly report includes:

  • Financial Trends

  • Revenue Forecasts

  • Budget Tracking

  • Outstanding Receivables

  • Financial Metrics / KPIs

OUR APPROACH - We start all retainers with a 1st Month Trial. This allows us to:

  • Conduct onboarding

  • Get introduced to the team

  • Gain access to your systems

  • Review your financials

  • Right size your package

  • Agree on expectations

READY TO GET STARTED?- Book a FREE consultation