Skip to content

Free Guides & Resources

The Dental CFO® is dedicated to keeping you up-to-date on best practices in dental practice management. We’ve started this library of free resources to do just that!

Dental Practice Strategic Planning Template

Having a strategic plan in place is your practice's roadmap to success. Download a copy of our strategic planning template to get started.

Tax Planning Checklist for Dentists

Download for a breakdown of tax considerations, required documentation, tax tips, and questions to ask to ensure you’re maximizing your deductions.

The Dental Practice Start-Up Manual

Learn how to set your practice up for success – from accounting and tax planning, to human resources, corporate compliance, and more. Includes a checklist!

Performance Review Guidelines & Template for Dentists

Download the Performance Review Guidelines and Template for Dental Practices to ensure your performance review process is solidified and impactful.

Maximizing the Use of a Company Car

Curious about a company car? Learn about the benefits, including depreciation, proper documentation, and tax considerations.

Let’s Talk About Your Practice

Tell us about your practice and the support you need. We’ll review your information and reach out to schedule a complimentary 30-minute consult to discuss how our team can help you.