Latest news & blog posts

PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Below are our recent posts designed to keep you in-the-know.

Retirement Planning Errors Dentists Make After Age 50

As dentists move past age 50, their financial situation often looks very different from what it did earlier in their careers. Practice cash flow is usually stronger, major debts may be paid down, and personal expenses often stabilize as children become independent. Despite this improved position, many dentists still make retirement planning mistakes that cost […]

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Why Many Dentists Use the Wrong 401(k) Setup (And Pay More in Taxes)

Many dentists work extremely hard to grow their practices, increase income, and build long-term stability. Yet, despite strong earnings, a large number still pay far more in taxes than necessary. One of the biggest reasons behind this issue is the wrong 401(k) setup—or starting it at the wrong time. A 401(k) is often misunderstood. Some […]

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How Poor Depreciation and CPA Involvement Increase Tax Burden

Many dental practice owners assume taxes rise simply because income increases. While higher income does affect taxes, a deeper issue often exists. Poor depreciation decisions and limited CPA involvement quietly push tax bills higher year after year. These problems rarely appear right away. Instead, they build gradually and create pressure over time. Most dentists do […]

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Low-Hanging Tax Deductions Many Dentists Ignore

Many dental practice owners assume tax savings require complex strategies. That belief often leads to missed opportunities. In reality, small deductions, when used correctly, can add up to meaningful savings over time. These deductions do not rely on aggressive tactics. Instead, they depend on awareness, timing, and basic documentation. Because each item seems minor on […]

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Common Tax Planning Mistakes Dental Practice Owners Make

Many dental practice owners work hard to grow revenue. However, despite strong collections, frustration often sets in when tax season arrives. Large tax bills can feel unexpected. In most cases, the problem is not income. Instead, it comes down to poor tax planning. These financial mistakes quietly increase the tax burden year after year. They […]

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Leadership, Systems, and Long-Term Stability in Dental Practices

Running a dental practice today requires far more than clinical skill. While patient care remains the foundation, long-term stability depends on leadership, systems, and intentional decision-making. In EP138, the conversation makes it clear that practices do not struggle because dentists lack talent. Instead, they struggle because structure and leadership often lag behind growth. True stability […]

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How Marketing and Operations Drive Real Dental Practice Growth

Dental practice growth often looks successful on the surface. Phones ring, appointment requests come in, and marketing budgets increase. However, many dentists still feel disappointed. Revenue does not grow as expected, stress rises, and clarity disappears. This happens because growth only works when marketing and operations function together. In EP138, the discussion makes one thing […]

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What Success Looks Like for Dental Practices Today

Success in dentistry no longer fits into a single box. Years ago, a packed schedule and long clinical hours were often seen as proof that a practice was doing well. Today, however, that definition has shifted. Dental practice owners now look beyond busyness and focus on outcomes that support both their business and their personal […]

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S Corporation Strategies Dentists Must Know to Maximize Savings

For dentists who own their practices, understanding the nuances of an S Corporation can mean the difference between paying more taxes than necessary and keeping thousands of dollars in your pocket. While many practice owners assume simply forming an S Corp automatically reduces taxes, the truth is far more nuanced. In this blog, we’ll explore […]

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Tax Planning Gaps Dentists Can’t Afford to Ignore

For many dentists, taxes are one of the biggest financial friction points in their careers. High income often comes with high tax liability, and without proper planning, dentists can easily leave tens of thousands of dollars on the table every year. In this blog, we’ll explore the most common tax planning gaps dentists face, how […]

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What our clients say

My husband and I recently purchased our second practice with PracticeCFO’s help. When we bought our first, we did not do enough ‘due diligence’ and ended up quite surprised after the transition.

For the second office we worked with Greg Maravilla at PracticeCFO. He helped us evaluate multiple practices and did the final thorough evaluation of the practice we ended up buying. Deb Eatros conducted a thorough review of the charts. She gave us a full breakdown of what we were getting into and helped us work around some issues.

We are very thankful to the team at practice CFO for their knowledge and expertise. I highly recommend them for anyone who is looking for help purchasing a practice!

Scarlet S

La Palma, CA

There are too many good things to say about Wes and his team at PracticeCFO. As a new dentist entering into the real world of running a practice, they have gone above and beyond to help guide me and teach me. They made my buy-in smooth, and continue to help keep us running efficiently. The personal financial planning runs hand-in-hand, and they help make everything flow easily from my practice to my personal life and future.

Chris M

San Diego, CA

Best Dental Accounting Team in the West! Always responsive and on top of everything. My practice has really grown since I decided to use them about 5 years ago. The metrics and planning meetings are always thought provoking and inspirational as a business owner. Would not use anyone else!

Josh S

Los Angeles, CA

As a dentist and business owner, I know what I’m good at and passionate about, and I know what I’m not so passionate about. I want to focus on doing dentistry and to do that I know I need a team of people around me to make sure all is good. PracticeCFO is as good as it gets.

John J

San Diego, CA

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Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.

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Investment advisory services are offered through PracticeCFO Investments, an SEC-registered investment advisor.

This site is published for residents of the United States only. Investment advisor representatives of PracticeCFO Investments may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed. To access our Client Relationship Summary, please go here. To access our ADV, please go here.

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Our blogs and podcasts are intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in our blog posts or podcasts constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. PracticeCFO Investments is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

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