Fractional HR, Operations, and Financial Advisory Retainers Ongoing, Hands-On Leadership Across the People and Business Side of Your Practice
What it is
A retainer provides consistent, monthly access to our team as your part-time HR Director and financial operations advisory partner. You will receive hands-on support across your HR and operations needs, including policies, employee relations, SOPs, compliance, and leadership coaching, as well as dedicated financial operations advisory covering cash flow, profitability, accounts receivable, compensation modeling, and growth planning.
This is not just advice. It is implementation, strategy, and guidance delivered every month across both the people side and the financial side of your practice, giving you peace of mind and predictable support in the areas that carry the most risk and complexity.
Why clients choose this
Purpose-driven practices and organizations rarely struggle because of a lack of passion. They struggle because the internal systems, people infrastructure, and financial clarity needed to sustain that passion are either underdeveloped or left unattended. A retainer changes that. Rather than reacting to problems as they surface, you gain a team that is already embedded, already familiar with your mission, and already working to keep things running well before anything goes wrong.
Minimum commitment
3 months. An optional 6-month commitment is available for Mid-Size, Established Group, and Premium clients to maximize long-term strategic impact.
A note on fit
Retainers are designed for established practices with foundational systems already in place, looking for ongoing support to refine, enhance, and strategically grow their HR, operational, and financial functions.
Retainer Investment Frameworks
HR and Operations
Tier
Hours/Month
Monthly Investment
Key Inclusions
Starter
12 hours
$1,600
HR & compliance Q&A, policy review, 1 SOP/month, monthly strategy call, employment documentation support, priority email response
Executive Partner
40 hours
$5,600
HR compliance monitoring, handbook development and updates, recruitment and hiring support, onboarding system development, performance management framework, license and credentialing monitoring, monthly operational review, weekly check-in
Premier Partner
60 hours
$7,875
Executive Partner inclusions plus employee relations and conflict resolution, PIP development, expanded SOP library, multi-state compliance monitoring up to 2 states, intake and clinical documentation workflow support, vendor and contractor oversight, bi-weekly leadership check-in
Platinum Partner
80 hours
$9,800
Premier Partner inclusions plus compensation modeling, job architecture, recruitment strategy, multi-state compliance up to 3 states, staff training and development planning, workforce analytics, operational efficiency audits, weekly leadership check-in
Elite Partner
100 hours
$11,375
Platinum Partner inclusions plus full recruitment lifecycle management, termination guidance and risk mitigation, multi-state compliance up to 5 states, organizational design support, leadership coaching, in-depth HR and operational audits, dedicated weekly strategy session
Fractional COO Partner
120 hours
$16,200
Elite Partner inclusions plus embedded operational leadership, unlimited multi-state compliance, workforce planning and growth strategy, technology platform oversight, credentialing and licensure infrastructure, culture development, interim HR and ops coverage during hiring, same-day priority response
By application only.
Fractional C-Suite Partner
160 hours
$21,600
Fractional COO Partner inclusions plus full-time embedded executive presence, leadership decision-making participation, multi-state and multi-site expansion infrastructure, complete organizational design, strategic workforce succession planning, long-term HR and operations roadmap. Minimum 6-month commitment.
By application only.
Retainer Investment Frameworks
Purpose-driven practices rarely struggle from lack of passion. They struggle from lack of financial clarity. Most small practices review numbers after decisions have already been made. We are built around a different model.
We bring senior financial leadership to practices that are not yet ready for a full-time financial executive, embedding alongside your team to translate numbers into decisions, surface risk early, and give your leadership the clarity needed to grow with confidence. Our services span bookkeeping, financial reporting, and business health advisory, and we work closely with your billing department as a financial partner, not a billing service. For tax and compliance needs, we work alongside your licensed CPA, not in place of them.
Financial Operations and Advisory services include bookkeeping, financial reporting, and business health advisory. These services do not constitute tax preparation, audit, attest services, or investment advisory services. We recommend working alongside a licensed CPA for tax and compliance needs.
Retainer Investment Frameworks Financial Operations and Advisory
Financial Advisory
Solo owner, early-stage, minimal or no payer contracts, basic financial organization needed
$1,500/month*
Monthly P&L summary, expense categorization, cash flow snapshot, true AR estimate, billing performance flag, monthly written financial summary, one advisory check-in call
Tier
Investment
Key Inclusions
Practice Profile
Financial Strategy
Active payer contracts, multiple revenue streams, supervised associates, or billing complexity
$2,200/month
All Financial Advisory inclusions plus net collection rate analysis, payer performance review, AR true estimate reporting by payer, collections performance analysis, quarterly financial check-in with written recommendations
Financial Operations Partner
2 to 4 providers, mixed payer and fee-for-service revenue, growing overhead
$3,000/month
All Financial Strategy inclusions plus provider-level revenue analysis, payroll ratio analysis, AR aging audit by payer, billing department collaboration on collections performance, quarterly growth planning check-in
Financial Operations Executive
5 to 9 providers, multi-payer, active hiring, more complex overhead
$4,800/month
All Financial Operations Partner inclusions plus service line and payer profitability analysis, cash flow forecasting, compensation modeling, overhead ratio analysis, embedded billing department partnership, scaling scenario analysis
Strategic Financial Partner
10 or more providers, multi-state or multi-site, complex billing and staffing
$6,500/month*
All Financial Operations Executive inclusions plus senior financial leadership, rolling cash flow forecast, reserve planning, hiring readiness analysis, strategic billing performance partnership, goal setting and performance tracking, full strategic financial advisory
Fractional CFO Partner
Established multi-site or multi-entity organizations requiring dedicated, embedded financial executive leadership across all functions of the business
Investment varies by scope.
By application only.
All Strategic Financial Partner inclusions plus embedded fractional CFO presence, full financial operations ownership, multi-entity financial consolidation, board-level reporting and financial storytelling, executive financial decision-making support, long-term financial roadmap, and dedicated strategic financial leadership across the organization. Scope, hours, and investment determined following a discovery conversation. Minimum 6-month commitment.
