Featured Service
CFO Services for Senior Living & Wellness
Get CFO-level oversight built for senior living and wellness operators, without the $300K+ salary. We lead financial strategy, census-to-revenue modeling, and payor mix analysis, so your decisions are driven by real data, not gut feel.
✓ No long-term contracts
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✓ 30-day onboarding
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✓ CPA-certified team
The Challenge
“We Need CFO-Level Thinking, But Can’t Justify a Full-Time Hire.”
Senior living and wellness operators hit a critical inflection point: occupancy economics, payor mix, and labor complexity outgrow what a generalist accountant can handle, but a full-time CFO at $250,000–$350,000/year isn’t yet justified.
QuickEdge CFO Services give you that exact financial leadership, embedded in your team, built around census-driven revenue and regulated labor ratios, at a fraction of the cost. Protect margin, satisfy lenders, and make every decision backed by real data.
Cash flow is unpredictable
We build 13-week and rolling 12-month cash flow models so you’re never blindsided.
No reliable financial reporting
We deliver monthly board-ready P&L, balance sheet, and KPI dashboards that tell the real story.
Preparing for refinancing or a lender conversation
We prepare lender-ready, audit-ready financial packages, occupancy trends, payor mix, EBITDA coverage, exactly what lenders scrutinize.
Strategic decisions feel like guesswork
We translate financial data into clear, actionable strategy so every major decision has a financial foundation.
Payor mix is shifting toward Medicaid and we don’t know the real margin impact
We model payor-level unit economics so every admission decision has a financial foundation, not just an occupancy number.
What’s Included
Everything a CFO Does, Delivered on Your Terms
Scaled to your stage, your budget, and your growth trajectory.
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Census-to-Revenue Modeling
Occupancy-driven revenue models that show the financial impact of census shifts before they surprise you at month-end.
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Payor Mix Optimization
Payor-level unit economics across Medicaid, Medicare, and private pay, so every admission decision has a financial foundation.
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Labor Cost Ratio Benchmarking
Department-level labor tracking against industry benchmarks, so you catch cost drift before it erodes margin.
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Lender & Refinancing Readiness
Audit-ready financial packages built for the 2025 debt maturity wall, occupancy trends, payor mix, and EBITDA coverage.
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KPI Dashboards
Monthly dashboards tracking occupancy, labor %, and AR aging, the numbers that actually run a care business.
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Rolling Cash Flow Forecasting
Rolling 13-week cash flow forecasts built around census and payor timing, so you always have runway visibility.
Who It’s For
Built for Senior Living & Wellness Operators
We work with operators navigating occupancy pressure, payor mix shifts, and regulatory complexity, where generic accounting isn’t enough.
Owner-operators running 20–100 unit AL or memory care communities who need CFO-level oversight without a full-time hire.
Regional operators managing multiple facilities who need consolidated reporting and coordinated tax strategy.
Facilities navigating higher acuity billing, multi-payor reconciliation, and stricter regulatory oversight.
Clinics, studios, and practices that need the same CFO-level discipline applied to a different revenue model.
Facilities facing the 2025 debt maturity wall, or owners doing financial due diligence ahead of a clean sale.
How We Work
Flexible Engagement Options
Right-sized for where you are today, with room to scale as you grow.
8–20 hrs/month
Ongoing financial leadership for single-facility operators who need strategic oversight without a full-time hire.
20–40 hrs/month
Full-service CFO engagement for multi-site groups ready to build serious financial infrastructure and prepare for refinancing.
Fixed scope
Focused engagements for specific needs: lender-readiness packages, census-to-revenue models, or transaction support.
Get Your Free CFO Strategy Session
30 minutes. No obligation. We’ll review your current financial setup, benchmark your key ratios, and show you exactly where CFO leadership creates the most impact.