Medical Practice CFO & Accounting Services | Raleigh, NC

The financial side of running a practice

These are the financial questions we hear most.

Payer mix and reimbursement variability

Without financials that separate revenue by payer, you can't see which contracts carry the practice — and which ones quietly lose money.

Provider-level profitability

Total collections can look healthy while individual providers run at very different margins.

Revenue cycle blind spots

Denials, underpayments, and aging claims hide in the gap between your billing system and your bank deposits.

Equipment and expansion decisions

A new laser, a second operatory, another location — six-figure commitments most practices make on gut feel.

What changes with Osprey

The same practice, before and after a real finance team.

Before

✕ Financials arrive weeks after month end, if at all
✕ No idea which providers, payers, or locations actually make money
✕ Deposits never quite match the billing reports
✕ Equipment and expansion decisions made on gut feel

With Osprey

✓ A clean close on a predictable schedule, every month
✓ Margin by provider, location, and service line
✓ Deposits reconciled against billing and PM reports
✓ Big decisions modeled in numbers before you commit

Who we work with

Healthcare is all we do — but "healthcare" isn't one financial model, so we build your accounting around yours.

Specialty Clinics

Margins tracked by service line, so you can see which parts of the clinic actually make money.

Dental Practices

Insurance reimbursements, patient payments, lab fees, and equipment financing — reconciled cleanly every month.

Therapy & Behavioral Health

Session-based revenue organized so you know your true cost per session and per provider.

Physical Therapists

Financials that show margin per visit — not just a lump total.

Med Spas & Aesthetics

Packages, memberships, retail, and injectables inventory — tracked separately so you can price with confidence.

Private Physician Practices

Insurance-based, cash-pay, or hybrid — we keep the streams separated and current.

The honest answers.

What kinds of medical practices do you work with? +

Specialty clinics, dental practices, therapy and behavioral health groups, physical therapy practices, med spas, and private physician practices — from solo providers to multi-location groups. Healthcare is all we do, so we already understand the financial model behind your practice from day one.

How does pricing work? +

One flat monthly fee, quoted up front based on your size, complexity, and the support you need. No hourly billing and no surprises — your exact quote comes after a quick call.

Do you work with insurance-based practices? +

Yes. We work with insurance-based, cash-pay, membership, and hybrid revenue models. We reconcile deposits against your billing and practice management reports so your financials reflect what you actually earned — not just what hit the bank.

Do I have to switch software or tools? +

No. We're fluent in the tools you already use, including QuickBooks, Stripe, Ramp, Gusto, Bill.com, and most billing platforms, practice management systems, and EHRs. We meet your practice where it is and build from there.

Will you work with my existing CPA or tax preparer? +

Absolutely. We partner with your CPA throughout the year — keeping your financials clean, organized, and current so nothing piles up. At year end, we act as the liaison between you and your tax preparer, making sure they have everything they need to file accurately and on time. Don't have a CPA? We'll refer you to trusted tax partners who specialize in medical practices.