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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.

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


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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 sourcing
  • Tools and resources from dental practice experts
  • Practice management insights
  • Practice transition support
  • HR consulting and resources
  • On-demand reporting & analytics

We’re Proud to be Recognized

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

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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.

DCFO Rowan Cty Small Business of the Year 2023

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!

Hear What Other Dentists Say

Dr Benjamin Yarborough Crop

"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

Dr Stephen Rouse

“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

Dr Douglas Wolfe

“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

Dr Richard van Gurp crop

"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


"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

Helpful Resources from the Dental CFO

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Case Studies

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

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Free Guides

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

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

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.