Fractional CFO Leadership Gives Moab Healthcare Visibility, Accuracy, and Forecasting To Spur Growth

Moab Healthcare's Summary

When Moab Healthcare realized their financial infrastructure was no longer supporting their growth, they searched for a partner who understood not just finance, but the stakes of operating in a critical healthcare environment. After a disappointing experience with another firm’s fractional CFO services, Moab Healthcare turned to Preferred CFO. The team provided immediate financial cleanup, restored accuracy to core accounting functions, and built a detailed five-year financial model that gave the company the insights they had been missing. Preferred CFO’s support brought clarity, stability, and a strategic roadmap aligned with Moab Healthcare’s mission-driven expansion.

The Challenge

As Moab Healthcare expanded nationwide, leadership encountered serious issues with financial accuracy and visibility. A previous engagement with an accounting firm’s fractional CFO division had left the company with unreliable numbers, incomplete cleanup work, and no strategic financial guidance.

Without accurate financials or forward-looking models, Moab Healthcare lacked the insight needed to navigate growth, evaluate cash flow needs, or confidently plan for its future. Leadership was operating in the dark, making decisions based on instinct rather than data. With a complex, mission-driven operation in the healthcare industry, this created risk and uncertainty during a critical growth period.

Moab Healthcare needed an experienced financial partner capable of rebuilding their financial foundation and providing strategic leadership, not just transactional accounting support.

The Solution

Preferred CFO engaged Moab Healthcare with seasoned fractional CFO expertise and quickly began stabilizing the company’s financial infrastructure. The first order of business was a comprehensive cleanup of the financial issues left behind by the previous firm, restoring accuracy and clarity to their books.

Preferred CFO then developed:

• A five-year forward-looking financial model

• Detailed forecasting for multiple growth scenarios

• A comprehensive cash flow model

• Executive-level financial oversight and strategic guidance

• Support in navigating a Quality of Earnings review to validate the company’s financial position

• Transaction preparation and financial leadership during the process of a partner exit

This strategic modeling and transaction support gave Moab Healthcare the analytics, metrics, and financial insight they had been missing, allowing leadership to evaluate opportunities, anticipate challenges, finalize ownership changes, and plan for sustainable growth.

Preferred CFO also provided ongoing financial leadership to guide Moab Healthcare through both short-term needs and long-term objectives, becoming a trusted partner in their operational and strategic decision-making.

The Results

The impact of Preferred CFO’s leadership was immediate and transformative. With accurate financials restored, Moab Healthcare had a firm foundation to build on. The new forecasting and cash flow models provided visibility that leadership had never had before, giving them confidence to navigate growth and operational complexity.

Moab Healthcare now benefits from:

• Reliable, accurate financial data after a full cleanup

• A strategic five-year roadmap to guide expansion

• Improved decision-making informed by real analytics

• A financial partner who understands rapid-growth healthcare operations

• Successful navigation of a Quality of Earnings review, giving leadership external validation of their financial stability

• Completion of a partner exit transaction supported by Preferred CFO’s financial guidance and deal-readiness work

With restored financial clarity, successful transaction support, and a forward-looking model in place, Moab Healthcare is now equipped to scale with confidence and continue its mission of elevating surgical safety and sterile processing excellence nationwide.

Looking Ahead

Moab Healthcare continues to work with Preferred CFO as they grow their national presence in Sterile Processing and Perioperative leadership. With a scalable financial model, renewed operational visibility, and expert CFO guidance, the company is positioned to expand its impact in healthcare, reduce operational bottlenecks for hospitals, and advance surgical safety across the country.

Comprehensive Case Study Summary

Moab Healthcare partnered with Preferred CFO after a previous fractional CFO engagement failed to deliver accurate financials or strategic guidance. Preferred CFO performed a complete financial cleanup, restored trust in the numbers, and built a forward-looking five-year forecast and cash flow model. The team also guided Moab through a Quality of Earnings review and provided financial leadership that supported the successful exit of a partner. Through fractional CFO leadership and strategic planning support, Preferred CFO gave Moab the clarity, confidence, and financial insight needed to navigate growth and strengthen its nationwide mission in Sterile Processing and Perioperative excellence.

At a Glance

Client: Moab Healthcare – nationwide provider of Sterile Processing and Perioperative staffing and consulting
Partner: Preferred CFO – provider of fractional CFO services and financial strategy leadership
Industry: Healthcare Staffing and Perioperative Leadership
Services Provided: Financial cleanup, forecasting, cash flow modeling, QoE support, transaction readiness, strategic CFO guidance
Key Outcomes: Restored financial accuracy, strategic visibility, improved decision-making, successful partner exit, validated financials through QoE, five-year growth roadmap
Location: United States