Pull up a chair in The Dental Board Room
PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Our podcast series, The Dental Board Room, is designed to keep you in the know with expert-driven interviews on the latest industry news.
Tune in to our episodes below!
A Second Location: Should You Buy or Start Up OneWelcome back to The Dental Boardroom Podcast! Wes Read CPA, CFP dives deep into a critical and often misunderstood topic among dental practice owners: Should you buy or open a second location? Wes breaks down the real economics, hidden challenges, and common myths behind scaling your dental business by adding a second office. Drawing from […]
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EBITDA: Everything You Need to Know About ItIn this episode, Wes Read CPA, CFP and founder of PracticeCFO dives into one of the most important financial terms in dentistry: EBITDA. Whether you're planning to sell your practice or simply want to manage it better, understanding EBITDA is essential. Wes explains what it is, how to interpret it from your P&L, and why […]
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The Economics Between In-Network vs. FFS Fee ModelsIn this insightful episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP and founder of Practice CFO, breaks down the real financial impact of staying in-network with PPOs versus transitioning to a fee-for-service (FFS) model. Using a crown-focused case study, Wes illustrates how fewer procedures can yield significantly higher profits under FFS — even […]
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10 Questions to Ask Your CPA Each YearWelcome back to The Dental Boardroom Podcast with Wes Read CPA, CFP! In today's episode, we're pivoting from last week's discussion about reviewing your own financial statements to a powerful new focus: the 10 critical questions you should be asking your CPA every year — not just at tax time. Why is this so important? […]
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The PTE Tax Deduction: DON'T MISS OUT!The PTE Deductions: Don’t Miss Out! If you're a dental practice owner in a state with state-level income taxes—this episode with is for you. Host Wes Read CPA, CFP dives deep into the Pass-Through Entity (PTE) Tax Election, a tax-saving strategy that can turn your state tax payments into a federal tax deduction. This is […]
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10 Questions to Ask Yourself When Reviewing Your Monthly Financial StatementsWelcome back to The Dental Boardroom Podcast with Wes Read. In this follow-up to our previous episode on structuring your Profit & Loss (P&L) statement with Wes Read CPA, CFP, we dive deeper into the how of using your financials strategically. This episode walks you through 10 essential questions—or rather, areas of focus—to ask each […]
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Your Practice in Numbers: Mastering the Profit & Loss StatementIn this episode with Wes Read CPA, CFP and founder of PracticeCFO, explore a topic that is absolutely foundational to the financial success of your dental practice—your financial statements. Whether you’re preparing to sell your dental practice or simply want to make smarter financial decisions, this episode will help you interpret your numbers and transform […]
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The ERC (Employee Retention Credit): Key Updates.In this episode of The Dental Boardroom Podcast, Wes Read CPA, CFP, founder of a dental CPA and financial planning firm, dives deep into the Employee Retention Credit (ERC)—what it was, how it worked, and the lingering tax implications that dentists still need to address in 2025. From qualification rules and tax amendments to why […]
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Top 10 Mistakes When Selling Your Dental PracticeSelling a dental practice is one of the biggest financial decisions in a dentist’s life—and it’s easy to make costly mistakes. In this episode, Brian Hanks sits down with Wes Read, CPA and founder of PracticeCFO, to break down the top 5 most common mistakes dentists make when selling their practice. From bad timing to […]
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