Practice Executive Llc
Growing practices often reach a point where they need comprehensive and customized professional financial advice, but can't afford a full-time CFO or controller. We offer flat-fee, full service financial guidance focused on maximizing profitability and creating sustainable growth and systems. Some of the services in our comprehensive service include- Regular leadership meetings - Cash management planning - Tax planning - Tax position justification and recordkeeping - Workforce planning - Strategic planning - Pipeline planning - KPI development and performance review - Recruiting assistance - Acquisitions/de novo planning - Forecasting - General counsel services - Risk management planning - Liquidity and resource planning - Bank relationship management
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2
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Loren Plotkin
Director of Operations and Financial Advisor · Other
EmailPhone - AT
Andrew Tucker
Owner Principal at Practice Executive Llc · Other
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2 distinct titles indexed · top 2 shown.
- 2owner principal at practice executive llc
- 1director of operations and financial advisor
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