Fractional CFOAccountantBookkeeper

    Sorso

    Fractional CFO

    Helping clinic owners ($0.5M-$50M) cut waste & scale profitably | Accounting & Fractional CFO & Washington Post featured expert

    Texas6 years in business4 employees$500K+ revenue minimum

    About Sorso

    Most healthcare practice owners hire an accountant or bookkeeper who reconciles the books, sends a P&L and balance sheet each month, and files taxes once a year. The problem is that traditional accountants are focused on compliance, not growth. They reconcile your books, send you reports, and disappear until next month. No explanation of what changed. No context for whether your numbers are good or bad. No guidance on what to do next. Your accounting could be delivering so much more. A financial partner who understands healthcare, pulls data from across your practice, explains what's happening in plain English, and tells you exactly what to focus on—every single month. We integrate data from all your systems to show you the complete financial picture, then deliver a prioritized action list telling you exactly what to fix to scale your practice. A more profitable practice without working more hours. Financials you actually understand. And confidence that nothing is being missed. Highly profitable clinics aren't working harder—they're just making different choices. We give you the playbook to make them. Annual revenue of at least $0.5M, US-based, SaaS, Fintech, Digital, Healthcare companies, consulting

    Services offered

    Board & Investor RelationsBookkeepingBusiness ValuationsCapital Structure PlanningCash Flow ManagementFinancial ModelingFinancial Strategy DevelopmentFinancial Systems ImplementationFundraising SupportInternational Tax ServicesMergers and AcquisitionsProcess OptimizationRisk Management

    Client specialties

    Industries served

    HealthcareTechnology & Software

    Software & tools

    QuickBooks Online

    Pricing

    Monthly Fixed Fee — $1,500–$12,000/month: null || Monthly Retainer — $1,500–$8,000/month: null

    2 packages · $1.5k–$12k/mo

    Minimums: $500K+ revenue