What We Do
Cash Management & CFO Services
PEG provides outsourced CFO expertise, controllership and cash management, and accounting support to transform your practice's numbers into prioritized actions that drive higher profits, stronger cash flow, and true peace of mind—at a fraction of the cost of an in-house team.
Flexible Solutions Tailored for Your Practice
As your objective, engaged "partner-in-spirit," we leverage decades of CFO experience and a care-like-an-owner mindset to simplify the thousands of numbers in your business.
Concierge Cash Management
Hands-on specialized bookkeeping, controllership, accounts payable, and uniquely insightful reporting and monthly guidance that transforms your numbers into clear, actionable priorities.
cyberCFO
With your team doing the bookkeeping and check writing, PEG provides month-end reconciliation, accounting, and insightful reporting with personalized guidance from a CFO-level financial expert.
MyCFO
MyCFO provides personalized, one-on-one, strategic CFO consulting. As your dedicated "partner-in-spirit" — PEG CFOs deliver tailored guidance for confident decision making and goal achievement, throughout your practice's lifecycle.
Harmony with Your Team
We work in harmony with your existing financial team, or step in as needed—usually for the same or lower investment than an in-house hire.
Our Proven Approach
Elevate, Educate, Expedite—turning data into actionable priorities that drive real results.
Elevate
Confidently predict and adapt to profit and cash flow cycles, uncover and maintain your 'maximum profit zones,' and spot red flags early to prevent issues before they grow.
Educate
Learn the keys to measure and boost accountability and performance while avoiding common profit drains. Accelerate your learning curve about what truly increases cash flow, profit, and fiscal fitness.
Expedite
Less guessing, faster course corrections, reduced risk, and quicker arrival at your desired outcomes. Implementation with precision and speed.
What You Get with PEG
Whether through strategic consulting, digital reports, or as-needed project support—PEG helps you make more, keep more, and enjoy more as an owner.
Your Own CFO
One-on-one strategic consulting with your personal CFO advisor.
Digital Financial Reports
Key performance dashboards comparing planned vs. actual results.
Expert Project Support
As-needed support from our team of financial, leadership and management, and practice operations specialists.
Ready to Free Yourself from Financial Guesswork?
Let PEG be your CFO and finance and accounting department — so you can focus on patient care and the living life you envisioned.