Financial Compliance & Technical Assistance
Financial compliance problems are rarely isolated. A sliding fee issue may connect to billing. A contract problem may create financial risk. Weak board reporting may hide problems that should have been addressed months earlier.
Cris Julian Consulting provides targeted technical assistance to community health centers that need experienced support in specific financial, operational, or compliance areas without committing to a larger consulting engagement.
The goal is to solve the issue, strengthen the process, and leave the organization better equipped to manage it going forward.
When Targeted Technical Assistance Makes Sense
Targeted technical assistance is often the right fit when leadership understands the problem area but needs specialized expertise to evaluate it, correct it, or strengthen the process.
- A compliance finding or internal review has identified a specific financial or operational issue
- Sliding fee policies, procedures, or implementation are inconsistent or unclear
- Billing and collections processes are creating avoidable risk or revenue loss
- Contracts need stronger financial review, monitoring, or compliance alignment
- Financial management policies or internal controls need to be updated or simplified
- Board financial reporting is not giving members enough information to provide meaningful oversight
- Grant management, drawdowns, or cost allocation processes need review
- Leadership needs an experienced second opinion before making a high-risk financial or compliance decision
Areas of Technical Assistance
Sliding Fee Discount Program
Review policies, discount schedules, eligibility processes, workflow, documentation, and implementation to identify gaps between written requirements and actual practice.
Billing & Collections
Evaluate revenue cycle processes, claims flow, denials, patient collections, charge capture, and other areas affecting both compliance and cash.
Financial Management & Internal Controls
Strengthen financial policies, segregation of duties, reconciliations, approval processes, reporting, and other controls that protect the organization.
Contracts & Monitoring
Review financial and compliance expectations within contracts, monitoring processes, performance requirements, and the organization’s oversight responsibilities.
Grant Management & Drawdowns
Assess grant spending, documentation, drawdown practices, cost allocation, and financial processes supporting federal and other restricted funding.
Board Financial Oversight
Help leadership improve the financial information provided to the board so members can better understand risk, performance, and their oversight responsibilities.
What You Leave With
Targeted technical assistance should do more than answer a question. It should leave leadership with a clearer understanding of the issue, a practical path forward, and stronger systems to reduce the likelihood of the same problem recurring.
- A clear assessment of the issue and associated risk
- Practical recommendations tailored to the organization
- Prioritized next steps
- Stronger policies, workflows, or controls where needed
- Better alignment between written requirements and actual practice
- Greater confidence in the organization’s financial and compliance processes
- Clearer ownership of follow-up actions
Why Work With Cris Julian Consulting
Technical assistance is most useful when the consultant understands how one issue can affect several others. A sliding fee problem may also affect billing and collections. A contract issue may create financial, operational, and compliance risk. A policy change may fail if the workflow behind it is never corrected.
Cris Julian brings more than 20 years of community health center finance and compliance experience, with a practical focus on helping organizations connect requirements to real-world operations—not just rewriting documents.
- Deep experience across FQHC financial management and compliance
- Ability to connect policy requirements to actual workflows
- Expertise in sliding fee, billing and collections, contracts, grants, internal controls, and board oversight
- Practical support focused on fixing the underlying process, not just the document
- Experience identifying cross-functional risks that may be missed when issues are reviewed in isolation
- Clear, actionable guidance designed for leadership and staff to use after the engagement ends
Who This Is For
This service is designed for health centers that have a specific financial or compliance issue that needs focused expertise, practical guidance, and a clear path to resolution.
- Health centers addressing a specific compliance finding or risk area
- Organizations that need a focused review of sliding fee, billing and collections, contracts, grants, or internal controls
- Leadership teams that need an independent second opinion on a financial or compliance issue
- Centers that have policies in place but are unsure whether actual practice aligns with them
- Organizations preparing to correct a process before it becomes a larger compliance or financial problem
- Health centers that need short-term expertise without a broader consulting engagement
- Teams that need practical technical assistance rather than another generic template or policy rewrite
Solve the Issue Before It Becomes a Bigger Problem
If your health center is dealing with a financial or compliance issue that needs focused attention, targeted technical assistance can help leadership understand the risk, correct the process, and move forward with greater confidence.
Let’s talk about the issue you are facing, what has already been tried, and what kind of support would be most useful.
Questions about financial compliance or technical assistance? Contact Cris Julian Consulting to discuss your organization’s needs and next steps.
