About us

About us

Mission Statement

At CFO Insights, our mission is to empower healthcare organizations with strategic financial leadership that drives operational excellence, regulatory compliance, and long-term sustainability.  We deliver clear, data-driven insights that help providers optimize revenue, reduce costs, and focus on delivering exceptional patient care.

Vision Statement

To be the leading financial partner for healthcare providers, recognized for transforming financial complexity into clarity and enabling better business and clinical outcomes through expert CFO guidance.

Value Proposition

CFO Insights delivers fractional CFO services tailored to the unique challenges of healthcare.  We provide expert financial strategies, reimbursement optimization, and operational insight that improve margins and support clinical missions.  We bridge the gap between finance and care – so healthcare leaders can make confident, informed decisions.

Commitment to Excellence and Integrity in Healthcare Financial Solutions

At CFO Insights, we are dedicated to providing high-quality financial services driven by integrity, transparency, and a deep understanding of the healthcare sector. Our team values trust, collaboration, and a client-first approach, ensuring that every solution is tailored to meet your unique needs and foster long-term success.

25+ years

of healthcare financial experience

▬ The team ▬

Who is behind CFO Insights?

Dave Marshall

Founder

About Dave

Dave has over 25 years of experience in the healthcare financial industry.  His experience covers most healthcare providers including Acute Care Hospitals, Behavioral Medicine Hospitals, Skilled Nursing Facilities, Physican Practices, and Ambulance Transportation Companies.

Why should you work with CFO Insights?

Learn more about our comprehensive financial services that empower healthcare practices