Pinnacle Management Accounting

Strengthening the financial foundation behind patient care.

Accounting firm (show on map)

5.0

★★★★★

1 reviews

Fractional CFO and strategic finance advisory for healthcare clinics and physician-led practices.

Call (503) 333-8429

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About

Pinnacle Management Accounting is a service-led fractional CFO and strategic finance advisory firm built specifically for healthcare. Powered by the internal Pinnacle OS operating system, it connects productivity, revenue cycle management, operations, payroll planning, cash flow forecasting, scenarios, reporting, and state-rule awareness so practices get answers faster.

Founded by a CMA with 8+ years in healthcare finance and 16+ years in healthcare operations, Pinnacle was shaped by the founder's personal experience as a cancer survivor and a lifelong career in healthcare. The firm helps physician-owned multi-provider practices, specialty and multi-location groups, and MSO/PC operators make better financial decisions around hiring, expansion, profitability, and cash runway.

Built specifically for healthcare — founded by a CMA with 16+ years in healthcare operations

Pinnacle OS: an internal operating system connecting productivity, RCM, cash flow, and scenarios for decision-ready visibility

Fractional CFO model: strategic finance leadership without the cost of a full-time hire

Founder is a cancer survivor with personal connection to healthcare access and quality

Woman, Minority Owned and Operated

Focus on decisions that move sustainability and growth (hiring, expansion, profitability)

Services

Fractional CFO Services

Ongoing strategic finance leadership and decision support for physician-owned practices and healthcare groups.

Cash flow forecasting and KPI rhythm Provider and service-line profitability visibility Budgeting + scenario planning (best/likely/conservative) Decision support for hiring, comp, and growth Owner/leadership reporting (simple, repeatable, actionable)

Practice Profit Leak Audit

A diagnostic to find margin leaks, cash pressure points, and KPI blind spots in healthcare practices.

Identifies hidden profit leaks Cash flow pressure analysis KPI gap assessment Customized action plan

Payer Contract & Revenue Leakage Audit

Finds underpayments, missed revenue, and payer-related performance issues.

Payer contract analysis Revenue leakage detection Underpayment identification Reimbursement optimization

New Provider & New Location Financial Model

Model growth before hiring, adding service lines, or opening another site.

Growth scenario modeling Hiring impact analysis Expansion forecasting Service line profitability projection

Credentials & Certifications

CMA (Certified Management Accountant)

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What types of healthcare practices does Pinnacle work with? +

Physician-owned multi-provider practices, specialty and multi-location groups, and MSO/PC healthcare operators.

Is Pinnacle a good fit for a solo practice or brand-new startup? +

No. Pinnacle is not the right fit for solo startups, brand-new practices, or those who only need basic bookkeeping or annual tax filing.

What does Pinnacle OS track? +

Provider productivity and profitability, payer performance and revenue leakage, cash/AR/collections/runway forecasts, budget vs actual KPIs, scenario planning for hiring/expansion, and comp/staffing/payroll planning inputs.

Does Pinnacle provide legal advice on state rules? +

No. Pinnacle recommends counsel for state-rule specifics and does not offer legal advice.

What is a Practice Profitability Review? +

A fit-focused review for physician-owned practices and healthcare groups to review financial constraints, identify highest-value opportunities, and clarify the best next step.

How can CFO services help naturopathic and wellness clinics? +

CFO services provide strategic financial leadership, optimized cash flow management, comprehensive financial strategy, and long-term planning to sustain growth and ensure profitability.

What are common financial mistakes that cost clinics thousands? +

Poor cash flow management, inefficient revenue cycle management, overlooked cost-saving opportunities, and lack of long-term financial strategy.

What key financial metrics should clinics monitor? +

Days in accounts receivable (AR), operating margin, cost per patient, cash runway, provider profitability, and payer performance.