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Tell us where the practice is today and where you want it to go. We'll look at how the business is performing - profitability, overhead, tax exposure, debt - where the bigger opportunities are, and how the practice can better support your financial goals and the life you're building.
Meet the people behind our CFO teams and get a feel for their backgrounds, experience and approach. If we work together, we'll match you with the team that best fits your needs and our current capacity - and you're always welcome to tell us if someone stands out.
See the CFO teams →Three short steps, about two minutes. The more you tell us, the more useful the first call is.
No one signs anything on a first call, and the analysis comes before the pricing conversation. Here's the whole sequence.
We'll read what you wrote and determine whether our services align with what you need.
If there's alignment, we'll hold a 30‑minute discovery call to learn more about you and your practice.
We'll securely collect your financial documents and complete an analysis of your finances - the practice and your personal plan for financial independence - at no cost to you.
We'll match you with one of our CFO Advisors, who you'll meet with to review the analysis and outline what working together looks like, including our service fees.
Once engaged, we onboard you and prepare for your first financial consulting meeting. These meetings are highly productive, and they set the direction toward financial independence.
PracticeCFO works with hundreds of dental practices nationwide. That perspective is how we know where strong practices tend to outperform and where growth gets stuck.
Working sessions on the practice and your personal finances, plus a primary point of contact you can reach any time in between.
Once the practice is strong and sustainable, we typically plan a decade out - far enough to build the financial independence that makes continuing to work a choice.
“With past CPA's, there were no ideas. It was all coming from me, saying ‘I think I can do better, but I don't know how.’ I come in to meet with Wes and he says ‘You CAN do better, and I know how.’”Deon M.San Marcos, CA
“They know what percentages of payroll, rent and supplies should be, and they will hold you accountable to those numbers, which will really help you stick to your plan and your path of growth and savings. That is invaluable.”Tim G.Encinitas, CA
“When I go home from work, I don't spend a whole lot of time stressing about what my books look like, or how much I owe in taxes. The burden of keeping track of the big financial numbers is taken off my plate.”Weston S.La Jolla, CA
No. It's a conversation about what you've built, where you want to go, and whether we can meaningfully help you get there. If we're not the right fit - or you're better served by staying where you are - we'll say so.
We have consistent pricing across all CFO teams. The price is determined by your practice's size and complexity, and we'll walk you through it before anyone commits to anything.
Three to five meetings a year, plus a primary point of contact you can reach any time in between for coaching as needed.
Eventually, yes - the accounting, tax and planning work together in one strategy, which is the whole point. But that transition is something we plan with you, not something you decide on the first call.
Nothing for the discovery call. For the analysis, a recent profit & loss statement and last year's tax return tell us most of what we need - and we'll collect those securely.
Yes. Our Transitions team handles buying, selling and valuing practices, plus partnership and business formation work. Choose the matching option in the form above.
We'll take it one clear decision at a time.
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