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Financial solutions for dentists

Big companies have always had access to CFO-level oversight. But smaller businesses, like dental practices, generally don’t have such strategic advice. PracticeCFO levels the playing field by providing dental practice owners with comprehensive CFO solutions and using those solutions to accelerate their financial freedom.
CFO Services
Investments
Transitions
Monthly engagement
Pricing is determined by the firm and based on the dental practice’s size and complexity. Once we evaluate your specific practice, we’ll provide you with a customized proposal that will require no long-term commitment. We’re able to operate that way because we have a 99% client retention rate. We’re confident once you see the benefits of working with us, you’ll never look back.
Starting from
$1250/mo *
Services include:
Business Financial Planning
Personal Financial Planning
Dental Specific Financial Analytics Reporting to Measure Your Progress
Full Accounting with Monthly Financial Reporting
Business and Personal Tax Planning.
Business and Personal Tax Filing. (*Charged Separately)
3+ Financial Consults Per Year
Miscellaneous Incidentals (Corporate Minutes, Workers Compensation Reporting, etc)
Unlimited Emails & Phone Calls
Pick your CFO Team
Our Investments
PracticeCFO Investments is an indepedent Registered Investment Advisor (RIA) acting in a fiduciary capacity, the highest standard of care in the advisor-client relationship.
Starting from
1.25% AUM, with volume discounts as low as 0.5%
Services include:
Risk assessment
Portfolio Design
Trading and Rebalancing
401k Management with Employee Education
Investment Tax Strategies
Gain/ Loss Reporting
Accumulation Planning
Distribution Planning
Cash Balance Plan Design and Management
Roth Conversions
Investing Children Accounts
401K and Defined Benefits year-end administration (with TPA)
Find out more
Transitions
Transferring ownership of a dental practice is complicated. Whether you're considering buying, selling, or partnering, you'll want to ensure a smooth transition in which all parties are satisfied with the outcome.

You can also find out more about our brokerage services at www.practicecfotransitions.com!
Starting from
$5,000
Services include:
Buyer Representation
Seller Representation
Partnership Consulting
Start-Up Consulting
Find out more

Why choose PracticeCFO

When you own a dental practice, you have many demands on your attention. Administrative tasks can consume much of your time. PracticeCFO helps you prioritize personal and business financial planning and make decisions that optimize your financial success.
Achieve financial freedom earlier
Our clients become financially independent 10 years earlier than the average dentist. PracticeCFO can create a roadmap for you to achieving your financial goals. We show you how to accomplish your dreams, care for your family and lead your best life.
Boost and retain profits
We help you understand the financial drivers of profitability and show you proven strategies to minimize overhead while increasing revenue. These are techniques you can implement in your practice today to accelerate practice growth and see fast results.
Pay lower taxes
Our in-depth knowledge of the dental industry combined with accounting expertise enables us to advise you on tax reduction strategies. We’ll make sure you retain as much of your income as is legally allowed.
Get out of debt
Most dentists come into their practice strapped with significant debt. Whether you have student loans, practice loans, or business loans, we can help you determine the fastest method to eliminate your debt and feel that massive weight lifted from your shoulders.
Increase savings
Smart investing can have a huge impact on the lifestyle you lead and when you’ll be able to retire. With advice from our Certified Financial Planner, you’ll maximize savings to accelerate funding your future.
Enjoy work/life balance
In today’s a fast-paced world, creating a work-life balance is a continuous process, especially when you’re operating a thriving dental practice. We help you manage your time and reduce stress to give you a happier, sustainable lifestyle.

Frequently asked questions

Below are some of the questions we get regarding our pricing at PracticeCFO. If you don’t see your question answered here, please contact us. We’d be happy to speak with you about your individual situation.
How is my monthly fee determined?
Our monthly fees are for full service. They’re based on practice size and complexity.
How long is the contract for?
There’s no contract. You can cancel with just 30 days’ notice.
Will I need to get rid of my current CPA and financial planner?
Just as you would not treat a root canal, or do a dental implant without a good x-ray, so we won’t provide business financial planning without good financial x-rays. Because we require certain accounting, tax, payroll and financial reports in a specific format, we require the those functions be handled by us. We have an excellent, dental-specific CPA platform of reports that will tell a detailed story about your practice.

If you have a bookkeeper who pays bills and keep tabs on your day-to-day cash, you are welcome to retain that person.
How often do you raise your rates?
You can expect to see a small increase in your monthly CFO fee each year, but we try to maintain our affordability. Our clients typically find that the money they invest in working with PracticeCFO comes back to them many times over in terms of practice and investment growth.
Do you take on clients other than dental practices?
Possibly. We may consider working with certain other practices in the healthcare space (practice-owning physicians, plastic surgeons, veterinarians, etc.), as many of the same principles apply. We do not work with anyone outside the healthcare space unless they need personal financial planning and have a minimum of $3 million in assets to be managed by our team.
What our clients say
Are you ready to get started with PracticeCFO?
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