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Managed Healthcare Provider

Case Study

60,000+ life Medicare, Medicaid & ACA provider

Private equity owned managed healthcare provider
Project Needs
  • Interim Chief Financial Officer to provide post-acquisition financial, accounting & operational guidance
  • Provide first ever professional level financial, and accounting management, to a previously family-owned business
  • NetSuite ERP implementation
  • First ever Audit to U.S. GAAP
Client Motivation
  • Replace cash-basis with accrual basis reporting
  • Expedite audit to ensure refinancing at competitive terms
  • Successfully implemented NetSuite within 90-day of acquisition
  • Successfully professionalized accounting staff