Fractional CFO Services

“The numbers may look similar—but the story behind them is entirely different.”

Every industry has its own financial DNA. What works for a tech startup won’t work for a medical clinic. And the financial model of a law firm looks nothing like that of a dental practice.

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At Egort & Partners, we don’t believe in one-size-fits-all CFO solutions. Instead, we tailor our approach to the unique workflows, billing structures, compliance risks, and growth paths of the industries we serve—especially healthcare practices and law firms.

For Healthcare Practices: Balancing Care and Cash Flow

Medical and dental offices operate in a high-stakes environment. You’re juggling insurance reimbursements, patient billing, staffing, equipment costs, and regulatory compliance—all while trying to maintain excellent care.
Here’s how we help:

• Revenue cycle analysis: We identify billing delays, reimbursement bottlenecks, and uncollected revenue.
• Staffing strategy: We help ensure your staffing model aligns with your patient volume and service mix.
• Cash flow forecasting: So you can confidently plan for expansion, upgrades, or seasonality.
• Profitability by procedure or location: To understand where you’re truly making money—and where you’re not.

For Law Firms: Turning Billable Hours Into Scalable Strategy

Law firms face unique financial challenges: long collection cycles, partner compensation models, variable caseloads, and client trust accounting requirements. We understand how these impact profitability and growth.

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Here’s how we support legal clients:

• Cash flow visibility: Especially during long case cycles or contingency arrangements.
• Trust account compliance: Ensuring accuracy and adherence to regulations.
• Profitability by practice area or attorney: To inform hiring, pricing, and marketing decisions.
• Partner distributions and equity models: So financial planning aligns with ownership structure.

Why Customization Matters

When you work with Egort & Partners, you’re not getting a templated dashboard or generic advice. We build systems, forecasts, and financial strategies around how you operate.

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Because true financial leadership doesn’t come from knowing numbers—it comes from knowing what they mean in your specific world.

Your Industry Isn’t an Afterthought—It’s the Blueprint

Whether you’re managing a clinic or a litigation team, our approach is rooted in deep industry understanding. We become fluent in your business model so we can help you grow with precision.