Refractional CFO
@refractionalcfo.com
Welcome to Refractional CFO! We empower eye doctors with Fractional CFO Insights. Are financial complexities or tax hurdles holding your practice back? At Refractional CFO, we specialize in transforming financial chaos into strategic clarity. As industry experts in ophthalmology we provide best practices to increase profits with our profit-first approach. We exist to alleviate the stress and uncertainty that often accompany finances. We understand that your time is precious. We provide CFO level insights specific for your practice, do your bookkeeping, prepare monthly financials, give comprehensive financial analyses, forecasting, budgeting, and even do your personal and business taxes. Whether you're a thriving start up or a seasoned practice, our tailored solutions are designed to meet your unique needs. We believe in the power of informed decisions. Our monthly management reports provide you with a bird's-eye view of your practice’s financial health. Gain insights from Profit and Loss statements, Balance Sheets, Income Statements, and detailed analytics. Unlock the ability to strategize for profitability, refine processes, and enhance your services with confidence. Say goodbye to the stress of keeping your books organized and up to date. With Refractional CFO by your side, you can focus on what you do best while we handle the financial guidance and intricacies. Ready to boost your practice’s profits? Connect with us today. We're passionate about transforming financial confusion into clarity, and we can't wait to be part of your success story.
Refractional CFO's Company Logos
Refractional CFO's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#E3805A
Terracotta
227, 128, 90
17, 71, 62
0, 44, 60, 11
#F5F5F5
Wild Sand
245, 245, 245
0, 0, 96
0, 0, 0, 4
#093D49
Tarawera
9, 61, 73
191, 78, 16
88, 16, 0, 71
About Refractional CFO
Refractional CFO is a brand that empowers eye doctors in the optometry and ophthalmology fields to thrive in their practices by offering a range of professional financial services. With a team of licensed CPAs and certified QuickBooks ProAdvisors, Refractional CFO provides better bookkeeping, fractional CFO services, and stress-free tax returns. For optometry and ophthalmology practices, Refractional CFO offers PRO-Bookkeeping services, providing certified QuickBooks Online ProAdvisors who understand the specific needs and nuances of these professions.
They also offer CFO-Insights, providing financial advantages through their expertise in working exclusively with eye care professionals. Additionally, Refractional CFO offers CPA-Tax Planning services to ensure timely and accurate tax filing, as well as year-round advisory support. Partnering with Refractional CFO allows doctors to have clean accounting records, real-time reporting, and an accurate forecast for the future.
With a focus on affordability, they offer generous, flat-fee support and unlimited access to your accountant. Their back-office systems are designed to function seamlessly, streamlining existing records, accounting for insurance requirements, and keeping books meticulous. Refractional CFO understands the need for doctors to prioritize patient care, which is why they offer affordable virtual accounting services tailored specifically for doctor-owners.
Their simple pricing structure and user-friendly platform allow doctors to review and manage their financial information anytime, anywhere. They also provide record-keeping assistance to ensure tax readiness and capitalize on deductions. For those looking to take their practice to the next level, Refractional CFO offers CFO-Insights services.
With a customized Refractional CFO Dashboard, doctors can monitor and control their business performance effectively with over 25 key performance indicators specific to their practice. This service also includes revenue optimization, cash flow forecasting, profit-first budgeting, staffing planning, and quarterly strategy sessions. Refractional CFO also offers CPA-Tax Planning services, providing dedicated CPAs who deliver proactive tax-saving strategies, personalized deduction planning, quarterly tax calculations, regulatory compliance assistance, and tax code updates.
They also provide expert retirement contribution advice and planning to secure doctors' future financial stability. The process with Refractional CFO is simple. It starts with a free discovery call, where doctors can discuss their difficulties and find a solution.
If it aligns with their vision, doctors receive a no-obligation proposal. Once accepted, Refractional CFO streamlines processes and simplifies the demanding role of a doctor, allowing them to focus on providing unparalleled care. For ophthalmology practices, Refractional CFO offers specialized accounting services that cater to their unique operational and financial considerations.
With the Practice Ratio Analyzer, doctors can implement profit-first budgeting and uncover hidden cash in their practice. Overall, Refractional CFO empowers eye doctors to navigate the financial aspects of their practices with confidence, providing them with the tools and expertise needed to thrive in their profession
Company type
Privately Held
Year founded
2022
Company size
11-50 employees
