CFO Perfect LLC
Solving Your Company's Financial Needs
OUR SERVICES
CFO Services
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Non-profit & For-profit organizations
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Small to medium organizations.
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Remote and Hybrid service.
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Ongoing service (annual contract).
Interim cfo services
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Non-profit & For-profit organizations.
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Medium to large organizations.
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On a project basis (CFO services as needed).
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Remote, on-site or hybrid service.
CFO Training
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Small to large organizations.
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Training sessions.
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Remote and Hybrid service.
Special projects
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Non-profit & For-profit organizations.
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Single service based upon initial consultation.
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Hybrid or remote service.
Depending on your industry, our services include:
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Financial/Accounting Systems Evaluation and Development
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HRSA & PMS deadlines and reporting requirements
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Analysis and Reporting of financial and operational data
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Financial Optimization/Revenue Maximization
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Expense controls
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Month and Year End Support
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Financial Statement Preparation and Variance Analysis
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Budget Development and Preparation
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Internal Controls Evaluation
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Grants Management and Reporting
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Cost Allocation
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UDS Reporting
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Performance/Productivity Measures
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Strategic Planning
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Improve Efficiencies and Financial Performance
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Policies and Procedures
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Changes In Scope
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Key Performance Indicators (KPIs)
OUR performance
P.M.
Pamela Barnes, CFO
Health Services of North Texas, Inc.
"I am the CFO of Health Services of North Texas, Inc. HSNT has provided healthcare services for 30 years and became a Federally Qualified Health Center in 2012. I started working with Talia Peterson during the time our center was applying to become an FQHC. To this day, I continue to reach out for her advice and expertise in strengthening our financial systems. She maintains a breadth of knowledge specifically around FQHC compliance. Following is an attempt to name just a few of the services I have received: credentialing with all Medical Payers and medical billing systems to ensure timely payment for services rendered, grant cost centers and billing systems, and overall general ledger systems to remain compliant with Federal and State regulations. The list could go on and on. I definitely recommend CFO Perfect,LLC to any FQHC looking for support with financial systems. Talia has experience with HRSA, 340B and required OMB audits. If you understand this language, this is the group to ask for support."
A.O.
A. Okpeki, MD - CMO
Longview Wellness Center d.b.a. Wellness Pointe
"Ms. Talia Peterson has proven to be a visionary leader, strong motivational supervisor, and a compassionate co-worker. She has always been a source of joy to work with, as I have found her to be a very dependable, hardworking, and conscientious team player. In her role as Chief Financial Officer, she has displayed very keen insight regarding several strategic initiatives geared towards the continued financial viability of the organization. Ms. Peterson's high-level strategic approach regarding several departmental work flow problems led to improved efficiencies in patient eligibility screening, registration and billing procedures for services; the patient care experience was also positively impacted by these improvements. During her tenure, the necessary internal controls over all financial and billing activities were better defined and significantly strengthened in the organization."
M.H.
M. Hallmark, CMPE
Healthcare Executive (Retired), former CTHC CEO
"In early 2009, I received a distress call from Cross Timbers Health Clinic (CTHC). They were in dire financial straits and I became their CEO to help salvage their organization. It was the most difficult assignment of my career as a medical administrator, but we not only salvaged the organization but also expanded it over the next two years. Talia Peterson was a huge factor in that success. Talia worked tirelessly. She dug through mounds of financial information, picked through the maze of erroneous general ledger entries, and rebuilt the accounting structure of the organization. Talia's work allowed CTHC not only to successfully complete a federally mandated Financial Recovery Plan, but also qualify for additional grant funds. During this same period, CTHC implemented a new medical practice software and an electronic health record. Success would have been impossible without Talia's active participation and leadership. In the midst of this change, CTHC moved their clinic in Brownwood into a new building and opened two additional clinics - one in Brownwood and one in Stephenville. Both new sites included a new dental facility as well as behavioral health and family practice. She is a very savvy lady with a tremendous amount of drive. She works hard and is not afraid of a challenge - my kind of lady!"
Who do you work with?
We empower small to medium-sized organizations across diverse sectors—including healthcare, education, tech, and non-profits—with tailored financial expertise, regardless of their size or number of locations.
What makes CFO Perfect different?
You get an experienced CFO that tailors its services to the needs of your organization.
Do you replace my CFO or financial team?
CFO Perfect supports the finance/accounting team with strategic plans.
How do I get started?
Book a call with us to see if CFO Perfect matches your needs.
What if my books are a mess?
With years of proven expertise, we specialize in revitalizing financial operations—transforming disorganized records into streamlined, consistent, and strategic systems that empower your team to achieve lasting success.
How fast will I see results?
Depending on the complexity of your organization, you could see results in the short-term.
FAQs
Why CFO Perfect
CFO-Level Expertise. Absolute Reliability. Proven Results.
You deserve a financial partner who doesn't just manage the numbers but understands the heartbeat of your organization (mission, vision, and culture).. With over 24 years of seasoned expertise—specifically within Federally Qualified Health Centers (FQHCs)—CFO Perfect LLC transforms financial complexity into operational clarity.
Whether you are a for-profit entity or a non-profit organization, your path to financial optimization begins with a strategy that is as robust as it is innovative. Why Partner with us?
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Unmatched Experience: Decades of success directing finance and operations, managing complex funding processes, and steering organizations through high-pressure competitive environments.
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Strategic Precision: From initiating innovative cost controls to mastering cash management, Talia delivers strategies that ensure the optimal application of every resource.
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Reliability You Can Trust: A track record of consistently leading management and financial teams to not only meet but exceed established goals.
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Bridging Every Gap: Fluent in English and Spanish, Talia excels at securing buy-in at all levels, ensuring that your most difficult business challenges are met with effective, scalable solutions.
Ready to achieve your financial goals?