Carter Freeman on The Group Practice Exchange – “Do You Really Need a CFO, or Is Your Accountant Enough?”

In this episode of The Group Practice Exchange, our Vice President of the Western Region, Carter Freeman, joins host Maureen Werrbach to discuss the growing need for strategic financial leadership in group therapy practices.

As practices scale, many owners begin to realize that their accountant isn’t equipped to provide the insight needed for complex decision-making. 

Key topics include:

• The difference between accounting and CFO-level financial strategy
• When to consider fractional CFO services instead of hiring a full-time CFO
• Cash flow management challenges common to growing practices
• How financial oversight ties directly to hiring, operational planning, and long-term goals
• Signs your current setup may be holding your practice back

This episode offers practical guidance for clinical owners evaluating next steps for financial leadership, and how to build the infrastructure needed for sustainable growth.

Listen to the episode here.