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We’ll Be Your Practice’s CFO

Amplify your practice’s financial success with CFO Core, comprehensive and personalized financial planning for dentists.

We’re the Opposite of One-Size-Fits-All

When you sign up for CFO Core, you’ll have access to your own dedicated CFO who will help you tackle tough financial challenges. A team of experts will work on your dental practice bookkeeping and tax filing. And you’ll have a partnership where you learn more about the financial side of your practice, so you can feel confident you’re making the right decisions. Every practice that works with us gets the CFO Core experience, and we pride ourselves in tailoring this experience down to the smallest detail for each of our clients.

Your Practice’s
Financial
Foundation

Tax Return Prep

We’ll take the stress out of tax season by meticulously preparing and filing your dental practice tax returns

CFO Advisory

Financial management for dentists is our bread and butter, providing tailored insights to help you drive growth.

Bookkeeping

Bookkeeping for dental practices ensures that your financial records are accurate, organized, and up-to-date.

Tax Reduction Optimization

Our dental practice tax services are designed to minimize your tax burden while maximizing your savings.

YE Financial Strategy

Our seasoned CFO dental partners will help you navigate the complexities of year-end financial planning with confidence.

How CFO Core Improves Your Practice’s Finances

We designed the five parts of the CFO Core service specifically to improve your profitability and financial performance. We’ll optimize your tax strategy and handle your returns. Plus, you’ll meet with your CFO quarterly, so you can learn from financial experts and create a sound dental practice financial plan.

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The CFO Core Impact

CFO Core is a service unlike any other you’ll find. And one of the best ways to understand is to hear it from the folks who will be working with you.

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The Perks of Having a CFO

  • Monthly financial and practice performance reports and quarterly meetings with your CFO
  • Call and text accessibility to help you solve problems 
  • Accurate account reconciliation services 
  • Access to proprietary financial software for insight into your practice’s numbers
  • Regulatory, tax, and audit support 
  • Timely tailored financial reports, including productivity schedules and provider bonuses 

A Small Team Helping You Make Big Decisions

We’re a small team. And we like it that way. 

It lets us get to know you and your practice intimately. We’ll share our phone numbers, so you can call or text us instead of going through a support desk.

We’re selective in who we work with because we know a partnership has to be the right fit to be truly successful. We want to improve the lives of our clients. For us, this isn’t just about making your business more efficient or consulting on dental financial planning. We want to help you create a practice you enjoy owning, so you can spend more time with your family and doing what you love.

MEET YOUR TEAM

Free Dental Practice Financial Planning Template

Establishing a strategic plan is vital for your practice’s success. Access our free template and checklist to define your growth goals and business strategy.

GET YOUR COPY NOW

Additional Solutions for Your Practice Challenges

New Practice Start-Up Assistance

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Practice Management Consulting

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HUMAN
RESOURCES

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Strategic
Planning

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HEALTHY CULTURE ASSESSMENT & DEVELOPMENT

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LEADERSHIP
GROWTH

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PRACTICE APPRAISALS
& VALUATIONS

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BUY-INS &
BUY-OUTS

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PRACTICE
ASSESSMENTS

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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.

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Videos

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

WATCH

Let’s Talk About Your Practice

Connect with us on our form. We’ll reach out to schedule a complimentary consultation to discuss if what we excel at fits your needs.

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