Services

Santacruz Advisory provides fractional CFO and financial planning support to healthcare and multi-site service businesses that require greater visibility into performance, cash flow, and operating margins.

We offer both one-time financial planning engagements and ongoing advisory support depending on your organization’s current needs.

OPTION 1

Financial Planning Project (One-Time Engagement)

Ideal for organizations that require improved visibility into financial performance or are preparing for hiring, expansion, or capital planning decisions.

This engagement includes the development of one or more of the following:

  • Annual operating budget

  • 13-week cash flow forecast

  • 12-month rolling financial projection

  • Operational KPI dashboard

  • Margin or cost structure analysis

  • Financial reporting clean up

  • Chart of account optimization

Deliverables are customized based on your business model and reporting needs and are typically completed within 2 to 4 weeks.

OPTION 2

Monthly Fractional CFO Support

(Primary Offering)

Ongoing financial oversight and reporting support for leadership teams that require CFO-level analysis without hiring a full-time finance executive.

Monthly services include:

  • Financial statement review (Income Statement, Balance Sheet, Cash Flow)

  • Variance analysis and performance tracking

  • 12-month rolling forecast

  • KPI monitoring and reporting

  • Budget-to-actual comparison

  • Monthly CFO strategy call (60 minutes)

  • Mid-month check-in (15–30 minutes)

  • Ongoing communication via email or messaging

Engagements are structured month-to-month with no long-term contract required.