Healthcare / Pharmacy · Finance Strategy
Building Consolidated Financial Visibility Across a Multi-Location Pharmacy
Case study
Lifecycle stages covered
- Concept
- Build
- Raise
- Scale — included
- Operate — included
- Exit
The client
Guardian Health Systems is a multi-location compound pharmacy operation headquartered in Dallas, operating across multiple sites throughout Texas.
Business context
As Guardian Health Systems grew into a multi-location operation, its financial infrastructure had not kept pace with the business, leaving the owner without a reliable, consolidated view of performance across locations.
Business challenge
Several years of accounting records were out of date, and the owner had no single, reliable view of performance across locations, making it difficult to manage cash, evaluate individual pharmacy performance, or make confident decisions. The in-house bookkeeper needed structure and oversight, not just data entry. Left unaddressed, the lack of consolidated, timely reporting risked cash management problems and uneven performance across locations going undetected, at a scale where those gaps compound quickly.
ChurchillTerry approach
ChurchillTerry performed a full clean-up and catch-up of multiple years of financial records across every location and built a combined, comprehensive monthly reporting package consolidating all locations into one clear view. CT established a disciplined monthly close and reporting cadence delivered on time every month, meeting with the owner to walk through results, flag issues early, and support decision-making. CT also provided hands-on financial management and guidance to the owner and the in-house bookkeeper, building internal capability rather than creating dependency.
Outcomes
Multi-Year Records Cleaned Up
Completed a full clean-up and catch-up of several years of financial records across every location.
All Locations Consolidated
Built one comprehensive monthly report consolidating performance across every pharmacy location.
Disciplined Monthly Cadence
Established an on-time monthly close and owner review process that hadn't existed before.
Internal Bookkeeping Capability Built
Coached the in-house bookkeeper toward independent, sustainable capability rather than ongoing dependency.
ChurchillTerry capabilities
- Finance & Bookkeeping
- Finance Strategy
- Org Design
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Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068
Located in Dallas-Fort Worth, TX
5068 W Plano Pkwy Ste 202
Plano, TX 75068