What We Do

Financial Oversight & Business Office Support

It’s not just about the data — it’s about what you do with it.

Retainer or one-time project

On retainer, we function as your ASC’s finance department—reviewing your quarterly numbers, preparing unaudited statements, reporting to your governing body, and keeping watch over receivables, payables, inventory, distributions, and performance.

How you can engage us: Financial Oversight is a single retainer, priced to what your center actually needs—you may not need every area below. Prefer help with one specific issue instead? We also take on one-time financial and business-office consulting projects.

One retainer, scoped to you. Your Financial Oversight retainer can include any of the areas below, priced to your center’s needs. Not every center needs all of them.

Quarterly Statements & Governing-Body Reporting

  • Review of quarterly financial information
  • Preparation of quarterly unaudited financial statements
  • Analysis of the results and key variances
  • Reporting to the governing body—including attending GB meetings on request

Financial Operations Oversight

  • Accounts receivable oversight
  • Accounts payable oversight
  • Inventory oversight
  • Calculation of owner/partner distributions

KPIs, Benchmarking & Budgets

  • KPI preparation and dashboards
  • Peer benchmarking
  • Rolling financial estimates, or assistance preparing budgets
  • Actual-to-budget and actual-to-estimate analyses

Business Office & Finance Consulting (one-time project)

  • Accounts receivable review and cleanup
  • Charge capture and reconciliation assessments
  • Coding / documentation alignment with reimbursement
  • Workflow review from scheduling to billing
  • A defined finance or business-office problem, solved

Who this is for

Is this you?

  • ASCs that want ongoing financial oversight without in-house accounting
  • Governing bodies that need clear quarterly statements and reporting
  • Administrators unsure how to read or present their financials
  • Centers with a specific business-office or A/R problem to fix
  • Facilities coming off a management contract

Understand the story behind your numbers

Tell us where you are and we’ll follow up personally—no obligation.

What sets us apart

  • ASC-specific expertise, not general accounting
  • We prepare and present to your governing body
  • Actionable insights, not just data
  • Transparent flat-fee pricing
  • Unbiased guidance — we don’t sell products

Already work with us on compliance?

Financial Oversight can be added to your existing retainer scope—one team, one flat fee, a complete ASC back office.

Regulatory & Compliance Oversight