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Our Passion Is Improving Lives

Every person at The Dental CFO plays a role in helping you build a successful business — and a better life.

Our Team Is Your Team

We focus on building a long-term relationship with you. We want you to reach out to us when you have a question or need advice. Our team’s expertise is an alphabet soup of designations, including CPA, EA, CFP®, CHBC, SPHR, and SHRM-SCP. Every one of them loves working with dental practices.

We want you to see our team as an extension of your team.

Along with our expertise, we use technology like our proprietary financial dashboards to help you overcome the challenges of running your practice. We work with you to help make the right financial and business decisions so you can focus on your patients and enjoy what you do best.

Meet the Team Ready to Support You

Tom Loeblein,
CHBC, CFP 
President/ CEO/ Client CFO

Bio
Todd Dagenhart,
CHBC
Vice President / COO / Client CFO

Bio
Charles Whaley,
CPA, CHBC
Director of Tax Services & Integrator

Bio
Stephanie Webb,
CPA
Director of Accounting

Bio
Bo Hancock,
EA, CHBC
Client CFO / Tax Advisor

Bio
Chrystal Foote
Director of Administration

Bio
Aileen Medina-Sanchez
Property Tax Services

Bio
Leah Ann Honeycutt
Project Manager

Bio
Miyuki Rutkofske
Client Accounting Specialist

Bio
Brenda Stone
Client Accounting Specialist

Bio
Viri Salgado
Client Accounting Specialist

Bio
Elizabeth Van Arsdale
Client Accounting Specialist

Bio
Natalie Mitchell, EA
Tax Advisor

Bio

Our Secret Sauce?
Our Core Values

Team Player/Spirit – Exhibits Internal & External Customer Service Traits

Takes Ownership – Proactive & Responsive

Drama Free – Not High Maintenance

Positive Attitude/Energetic – Fully Engaged & Committed

Respectful – Easy to Work With & Cares for Others

BOOK YOUR CONSULT

With Us, You’re the VIP

You face many challenges running a dental practice—but with our team by your side, you’re not alone. We’re a small team with dedicated experts who are devoted to helping you build and run a successful practice. With us, you’ll never feel lost in a sea of other clients. You’re the VIP. And we’re always just a call (or text) away. 

  • CFO-level support for your practice 
  • Strategic financial advice 
  • Tax advising and filing 
  • Bookkeeping and payroll management
  • Tools and resources from dental practice experts 
  • Practice management insights 
  • Practice transition support 
  • HR consulting and resources 
  • On-demand reporting & analytics
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We’re Proud to be Recognized

We’re thankful for the recognition our team has received for their hard work – they’ve earned it!

Novant Health Corporate Wellness Cup

We’re so proud of our partner organization (under shared leadership), Healthcare Management Consultants (HMC), for winning the Novant Health Corporate Workplace Wellness Cup, an award recognizing organizations who make employee wellness a priority. It’s an honor to be recognized for our commitment to a happy and healthy workplace environment.

Rowan County Small Business of the Year 2023

Our sister company under shared leadership, Healthcare Management Consultants, received the Small Business of the Year Award for 2023 from the Rowan County Chamber of Commerce. This award recognizes small businesses with significant growth and commitment to serving the community. We couldn’t be more proud of this achievement!

Kolbe Enterprise Award

Healthcare Management Consultants earned the Kolbe Enterprise Award from Kolbe Corporation for our expertise in advising employers on high-performing teams and positive cultures. President and CEO Tom Loeblein and managing partner Tim Norris accepted the honor. We were named one of North Carolina’s Best Employers in 2023 and received the Rowan County Small Business Award and Novant Health Corporate Health Cup in 2022.

Hear What Other Dentists Say

“Working with The Dental CFO has transformed New Town Dentistry. I fully trust their expertise and guidance, and I can’t imagine where my practice would be without this partnership.”

- Douglas Wolfe, DDS

“What I love is their individual attention, sound guidance, and consistently excellent customer service… They have a great understanding of the dental industry, and they’re excited to pass along this knowledge to their clients… In addition to delivering great customer service, they’re also genuinely good people who care about their clients.”

- M. Danielle Funny, DDS

“The Dental CFO was extremely nice and anxious to make the transition from my previous accounting firm a positive one. They have looked after me over the years, guided me, gotten me through an audit with a positive outcome, and have always been there when I needed them. I am happy to have them behind me as they have taken worries away from me.”

- Benjamin H. Yarborough, DDS

“The Dental CFO has been instrumental to my success in the business of dentistry. From the start, it is easy to tell that they have a sincere interest in helping you succeed. It’s not cookie-cutter. It’s not perfunctory. It’s sound advice and assistance in an area where most dentists need it.”

- Richard W. van Gurp, DDS, FACD

“Partnering with The Dental CFO was one of the best business decisions I’ve made. They lifted the burden of administrative and financial management off my shoulders, making my life easier both inside and outside the office.”

- Stephen Rouse, DDS

Our Latest Articles

How to Negotiate Contracts With Vendors for Your Dental Practice

How to Negotiate Contracts With Vendors for Your Dental Practice

Negotiating vendor and supplier contracts is crucial for any business, including a dental practice, to ensure cost-effectiveness without compromising quality. 12 Tips for Negotiating Vendor Contracts Following are strategies to help you negotiate better contracts and save money while maintaining quality: 1. Do Your Research Before entering negotiations, thoroughly research the market to understand typical pricing, terms, and conditions. Knowledge of competitors’ offerings can give you leverage during negotiations. 2. Identify Key Requirements Clearly define your requirements and priorities in terms of product quality, delivery schedule, customer service, and pricing. This clarity will help you focus negotiations on what matters

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Dental practice owner interviewing a CPA candidate

6 Questions You Should Ask When Hiring a Dental CPA

Owning a dental practice may be something you’ve dreamed of before you were even admitted to dental school. But once you start your practice, the responsibilities of running the business — like filing taxes — can take up much of your time and create stress in your life. And dealing with taxes probably never appeared in your dental school dreams. That’s okay. You’re a dentist, not a tax expert. That’s why you hire a certified public accountant (CPA). Finding the right accountant to help your business with tax season and beyond is crucial. It impacts how you manage your business

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The Real Cost of Tax Mistakes for Dentists (and How to Avoid Them)

Managing a dental practice is complex and time-consuming. When tax season arrives, that complexity can quickly become overwhelming. Many dentists try to navigate taxes on their own, hoping for the best, but without the right expertise, it is surprisingly easy to overpay or incur costly penalties without even realizing it. What may seem like a small tax error can lead to serious financial consequences, or even legal trouble in extreme cases. To avoid unnecessary risk, it is essential to have knowledgeable, dental-focused financial support on your side. At The Dental CFO, we specialize in guiding dental practices through the complexities

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Helpful Resources from the Dental CFO

Case Studies

Read real life examples of the dental practices we’ve guided, and see how they’ve become success stories!

READ
Free Guides

Helpful downloads created by our team to guide all areas of your practice management.

DOWNLOAD
Videos

Explore our library of video topics specific to dentists and their practice challenges.

WATCH

Talk to a Team of Dental Practice Experts

Whether you’re looking to improve your practice or you want to expand into multiple locations, we have the answers and the team to support your goals. Schedule a complimentary 30-minute consultation to see how The Dental CFO can help you.

Let’s talk