Meet Your Fractional Controller
Adam Atmar
Founder & Fractional Controller, Solai Financial Group
I do the books, then I tell you what they mean. The accountant who actually reconciles your numbers is the one who finds the problems no one else sees.
Meet Your Fractional Controller
Founder & Fractional Controller, Solai Financial Group
I do the books, then I tell you what they mean. The accountant who actually reconciles your numbers is the one who finds the problems no one else sees.
My Approach
Most outside CPAs only see your books once a year. They prepare your taxes, hand you a year-end P&L, and disappear until next April. They tell you what your numbers say without ever working with the numbers themselves. The result: you find out about problems eleven months after they started.
I work the books every month. I reconcile your accounts, categorize your transactions, close your month-end, and produce financial statements you can actually read. Because I'm inside your financial data continuously, I see things a year-end accountant never will: the duplicate vendor payments, the insurance underpayments, the payroll miscategorizations that quietly cost you thousands.
The best financial insight doesn't come from theory or quarterly check-ins. It comes from working in the numbers every single month, as a controller should.
My Journey
Built Solai to bring enterprise-level healthcare accounting rigor to dental practices in San Diego. The same standards and process discipline that govern accounting at one of the nation's largest healthcare organizations are now available to practices that couldn't otherwise afford a Big 4 firm or an internal finance team.
Managed complex reconciliation processes across Kaiser entities. Led intercompany accounting, executed variance analysis, owned month-end close procedures. Built advanced Excel models and automated reporting workflows that eliminated manual bottlenecks and improved data accuracy across the organization.
Led a team of 16 analysts managing $100M+ in monthly consolidated healthcare payments across multiple states and billing entities. Resolved a $500M+ backlog of escalated billing discrepancies by collaborating across finance, operations, and senior leadership. Built the payment analysis and bank reconciliation workflows that caught duplicate batches, migration errors, and lockbox discrepancies before they became costly problems.
Started at Kaiser after graduating from San Diego State University with a degree in Accounting. Learned the operational and compliance discipline that defines enterprise healthcare finance.
Why It Matters
A controller isn't an expense. It's a position whose monthly cost is offset, often entirely, by what they recover, prevent, and catch. Here's what that looks like in concrete numbers.
$30K to $50K per year on a typical $2M practice
Industry data shows 3 to 5 percent of insurance revenue is underpaid by carriers through downcoding, bundling, and fee schedule violations. Most billing teams are too busy processing claims to spot the patterns. I audit every payment monthly against contracted fees. The recoveries your billing team pursues typically offset a meaningful share of the engagement fee on their own.
Save 4 to 8 hours of year-end cleanup at tax time
A clean monthly close means your tax CPA isn't billing hours at year-end fixing miscategorized entries, undocumented adjustments, and personal-vs-business commingling. That translates to $800 to $2,000 in lower tax prep fees annually, plus dramatically reduced IRS audit risk because every entry on your return has documentation behind it.
Defensible bad-debt deductions, HIPAA-compliant records
Practices routinely write off uncollectible AR and stale patient balances without proper documentation. I produce the bad-debt justifications that protect you in an IRS audit and ensure you're claiming every legitimate deduction. The same documentation discipline protects against HIPAA penalties of $50,000+ per violation by establishing a verifiable handling record.
5 to 10 percent premium when buyers see clean financials
When you eventually sell, buyers and brokers pay measurably more for practices with documented monthly financials and clean books. The same $2M practice might sell for $1.4M with messy books or $1.5M-plus with controller-level records. Three years of monthly close discipline is real money at the exit table, often six figures.
Start with a free PPO underpayment audit. 48-hour turnaround. The report is yours to keep regardless of next steps. No commitment.
San Diego, California • Fractional Financial Controller • Dental Practice Specialist