When should I engage The Dental CFO during the start-up process?
The earlier, the better. Ideally, we become involved before major decisions are made regarding financing, location selection, and business formation. Early guidance can help you avoid costly mistakes and establish a stronger financial foundation.
What does The Dental CFO help with during a practice start-up?
We provide strategic guidance throughout the start-up process, including practice formation, financial forecasting, location planning, hiring and human resources, financial management systems, marketing partner referrals, and insurance credentialing support.
Do I need to have financing secured before working with The Dental CFO?
No. We can help you understand your financial needs, develop projections, and prepare for conversations with lenders as part of your overall start-up planning process.
Does The Dental CFO coordinate with other professionals involved in my start-up?
Yes. We regularly collaborate with attorneys, lenders, real estate professionals, contractors, marketing partners, and insurance credentialing specialists to help ensure all aspects of your start-up move forward efficiently.
Is your start-up support only for first-time practice owners?
No. While many of our clients are launching their first practice, we also work with experienced dentists opening additional locations or pursuing new practice opportunities.
What makes The Dental CFO different from a traditional CPA firm?
Our team focuses exclusively on the dental industry. That specialized experience allows us to provide guidance that goes beyond tax compliance and bookkeeping, helping you make informed business decisions throughout the start-up process.
Will I receive ongoing support after my practice opens?
Yes. Many of our start-up clients continue working with us after opening for ongoing financial management, tax planning, accounting, and advisory services as their practices grow.
How do I get started?
The first step is scheduling a consultation with our team. We’ll discuss your goals, where you are in the start-up process, and how we can help you build a successful and financially sound practice.