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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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Loren Plotkin is the Director of Operations and Financial Advisor of Practice Executive LLC.

1 people are employed at Practice Executive LLC.

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