David S.

As a licensed CPA with 20 years of corporate finance experience, including extensive tenure managing treasury operations and system implementations for major health systems, I eliminate financial blind spots for healthcare providers, including the solopreneurs. Standard bookkeeping looks backward. By combining deep healthcare Revenue Cycle Management (RCM) expertise with advanced data analytics (including SQL Server pipelines), I bridge the operational gap between your front-end EHR/billing systems and your back-end general ledger. I don't just clean up messy data; I turn it into predictable cash flow. How I Help Your Practice Scale: Forensic RCM Catch-Up & Clean-Up: Rapidly reconstruct multi-month backlogs, untangle corrupted QuickBooks Online data, and audit front-end scheduling integrations to resolve system-wide financial leaks. Predictive Revenue Modeling & Analytics: Go beyond the balance sheet. I use advanced database tools to build custom dashboards tracking provider utilization rates, chair efficiency, and allowable revenue projections based on multi-payer contract behaviors. Advanced Clearinghouse & Lockbox Reconciliation: Systematically map complex cash flows—including patient financing (CareCredit), multi-site point-of-sale volume, and delayed insurance clearinghouse deposits—to eliminate ghost accounts receivable. Multi-Entity & MSO Structural Controls: Design and implement precise charts of accounts for expanding clinical brands using the PC-MSO model, keeping intercompany balances and management fees pristine. Let's turn your clinical data into an actionable strategic asset. Press the "Invite to Job" or "Consultation" button to get started.