What you produced, and what you actually collected.
A practice can be busy, well reviewed and fully booked, and still lose a tenth of its production somewhere between the chair and the bank.
Nothing changes your books without you. Every entry is proposed for your confirmation before it posts.
Real client numbers, no signup — it opens straight away.
From real engagements
Illustrative, for a $2M practice. Claims denied and never refiled, patient balances past the point anyone chases them, and write-offs taken to clear a report rather than because the money was gone.
Illustrative. The carrier pays less than the contracted fee, it posts as paid in full, and the shortfall becomes an adjustment nobody ever enforces.
Clients described by industry only · figures out of their own ledgers
What you get
Everything the job actually takes.
Production against collection
What each provider, procedure and payer produced and what actually arrived, not a practice-wide collection rate.
Underpayments while you can refile
Carrier payments checked against your contracted fee, so a payer paying short is a conversation this month rather than next year.
Patient credits kept separate
Money paid ahead of treatment tracked as a balance you owe, not as revenue you earned.
Lab invoices billed twice
The same case invoiced twice, found by document number and shown as a pair with vendor, amount and date.
Production with nothing behind it
Work your schedule says was done, with no payment and no open claim in the ledger, every line ranked by how recoverable it is.
Answers before the window closes
Ask what is outstanding and how much is still inside the filing window, from the ledger rather than from a month-old report.
Simple, transparent plans
Pick the level of support you want.
Do it yourself with the Dashboard, have us run your books with CFO, or have us run your books and your marketing with CFO + Growth.
The software on its own. You keep your books; it keeps watch.
- ›Live P&L, cash flow & balance sheet
- ›AI assistant that answers from your own ledger
- ›Automatic checks: duplicates, unbilled revenue, unmatched deposits
- ›QuickBooks or Xero, connected in two minutes
- ›Email support
We run it. Your books current, the problems found and fixed, and a CFO to talk to.
- ›Everything in Dashboard
- ›Books kept current and reconciled by us
- ›Exceptions worked every week, not at quarter-end
- ›Monthly review: what changed, why, and what to do
- ›Loan- and bank-ready packages
- ›Set up for your industry, from rentals to agencies
+$400/mo per additional entity.
Everything in CFO, plus the marketing that brings in customers.
- ›Everything in CFO
- ›Posts and short videos every week, from your real business
- ›Paid ads set up and managed (ad spend billed by the platform)
- ›Outreach lists and follow-ups, every send approved by you
- ›Local SEO: Google Business Profile kept up, every review answered
- ›Service and city pages on your site, written to rank locally
- ›New leads to your phone the minute they come in
- ›Marketing results next to revenue in one monthly review
Starting takes you through signup to checkout — no long-term contracts, cancel anytime. Setup fee waived for a limited time.
Tell us your collection rate. We'll tell you what is actually still collectible.
Real client numbers, no signup — it opens straight away.
Book a 15-minute demo · sales@iamcfo.com · (305) 930-2848