Your Partner in Success

Financials & Cash Pay Projections

Financials & Cash Flow Projections

THIS IS SO IMPORTANT TO YOUR SUCCESS

Financials and Cash Flow management

Jeff Robertson, CEO

This is one of our most important services and as expected, our most popular service. Our Accounting team will prepare for our clients a Bi-Weekly Cash Flow projection based on the current bank balance, estimated practice obligations and bills, as well as expected revenue based on historical data and projected procedures.

We present this to our clients and help them to be prepared for expected cash flow interruptions or payroll commitments. We play a vital role in helping to manage the practice and more importantly managing the cash flow.

This also includes Monthly reporting with Profit and Loss Statements and Balance Sheets as well as comparisons to previous periods. These Financial Reports need to be timely and accurate to help form our Cash Flow Projections.

Most Bookkeepers and Accountants are not doing these projections. Most Bookkeeping is not even current enough to be able to provide these types of reports and projections. We see this as a vital component in ensuring the health of the practice. Would you make decisions about a patient’s health based on lab results from 6 months prior?

Schedule Free Practice Evaluation

Testimonials

Bryan Glick, D.O., M.B.S

Integrative Health Institute Functional Medicine

"They provide excellent consulting and billing services. My staff works well with their billing personnel and their IT team is always available to us. Our needs are unique and our patients have high expectations for care and service, we needed a partner who could match that expectation. We found that at Nexsys. At times, I feel they are part of the staff at this office. I highly recommend them"

David Haase, M.D.

Maxwell Clinic - Functional Medicine

"Jeff, Julius, and Rey, it was so good to have all 3 of you in our space in Nashville and Clarksville. Each of you is remarkably talented and we are glad to be working together."

Ryan McWhorter, MD

Alabama Functional Medicine

"I love the solid answers and ultrafast response. They immediately felt like part of my team and were welcomed by my staff. IT, billing, payables, project lead and CEO all have been great. Nexsys has been everything they said they would be."

Wayne Dysinger &Cono Badalamenti, MD, MHSA

Lifestyle Medicine Solutions

"The Nexsys team has been outstanding at supporting us from a strategic perspective to be both efficient and effective in managing our growing practice. They are friendly, supportive and easily available. Equally important they are organized and help us to execute on key processes. We are happy to have them as a partner and recommend the Nexsys team highly."

Dr. Carrie Rose, MD.

The Wellness Lab

I cannot say enough about Jeff and his team! They were instrumental in helping me launch a small practice. I felt supported every step of the way in sorting through the complexities of managing the back end of medical practice. They are responsive, knowledgable and just a pleasure to work with. I found Jeff, in particular, to be a tremendous support to me in running my practice. He is always available for questions, provides great counsel, and is just a great person to have on your team. His experience and advice with the business aspects of a medical practice were invaluable to me. Highly recommend!!

William Rollow, MD

Director of Integrative Health at the University of Maryland

"I'd had a number of years of experience in directing an academic integrative medicine practice, and reached out to Jeff to talk about whether it would make sense to open one myself. Jeff was supportive, thoughtful, insightful, and enthusiastic and I am happy to say that as a result I went forward with it and now have had a successful first year”.

Recent Posts

Build Your Direct Care Sales Funnel

May 14, 2019 | Uncategorized

My name is Dr. Paul Thomas and I’m a Family Medicine doctor in Detroit, Michigan. I own, operate, and am obsessed with my Direct Primary Care practice, called Plum Health! And we deliver affordable, accessible health care services in Detroit, a city with limited...

Subscribe to our Mailing List

Join the Nexsys Family! Sign up to receive new information each week about how to improve your practice and increase new revenue. We provide you with helpful content from our industry leaders.