Helping Today’s Healthcare Leaders Build Resilient and Scalable Organizations

Value-based care, pressures to bend the cost curve, and the rise of consumerism in healthcare are driving an unprecedented amount of opportunity in the industry.

We help healthcare leaders enhance productivity, contain costs, and leverage real-time data analytics at all stages of growth.

We Help Healthcare Companies Succeed at All Stages Of Their Life Cycle


We build out financial and operational reporting capabilities designed to scale with the company, while limiting upfront investment requirements.


We select the right systems, create customized automation solutions, and take the finance function to the next level with advanced reporting and forecasting capabilities.


We can help with audit readiness, IPO readiness, and sell-side transaction support.


We help with the development of new Private Equity sponsor reporting packages, due diligence support for add-on acquisitions, and optimization of the finance function.

How We Can Help

Bending the Cost Curve

Optimizing and automating operations allows for better cost control while improving the provider and patient experience.


Actionable Revenue Analytics

  • Analyzing collection and denial patterns at the contract level and identifying areas for enhanced collection efforts prevents value leakage.
  • Improving revenue retention through pre-bill analytics avoids costly write offs due to billing errors or missed deadlines.
  • Automating claims processing and implement continuous improvement best practices through post-bill analytics saves time and expenses.


Patient /  Population Health Analytics

Employing analytics provides a holistic view of your patient population.

Healthcare Consulting Services

Service Offerings

Finance & Operational Transformation >

Build a future-ready finance function that supports executives with in-depth, accurate, and timely reporting, robust forecasting, and seamless integration across all facets of the organization.

Intelligent Automation & Data Analytics >

Optimize business processes to maximize efficiencies and enhance controls while providing meaningful data insights and ultimately generating a significant, rapid return on investment.

M&A / Private Equity >

Support M&A strategy with diligence, integration of add-on acquisitions, large platform transactions, and mergers of equals.

System Selection & Implementation >

Select and implement the technology solutions you need to position your business for success. Leveraging a proven delivery methodology, we enable scalable growth through rich data and lean processes. We are a healthcare-certified implementation partner of Sage Intacct.

Audit Readiness & Technical Accounting Support >

Navigate complex accounting issues and the implementation of new accounting standards, while preparing robust, audit-ready documentation.

Finance Function Build-Out And ERP Implementation For A Dental Startup

Learn how we built out a scalable, efficient back-office infrastructure for a dental services organization.

5X ROI On RPA Solutions Implementation For a Vision Care Provider

Learn how we helped a multi-location vision care provider redesign its back-office infrastructure so that it could fully support future growth without adding headcount.

Office of the CFO Transformation Roadmap for an Intellectual and Developmental Disabilities (IDD) Provider

Learn how we performed an OCFO maturity assessment and streamlined the finance function for optimal merger and acquisition (M&A) readiness.

Finance Transformation and ERP Implementation for a Multi-Location ENT Provider

Learn how we helped a 50-physician medical specialty practice transform their finance and accounting function, and develop a standardized physician compensation model.

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Meet Our Healthcare Leadership Team

AML Leadership
Neil Smith Headshot

Neil Smith

Partner Lead