Our Services


Browse through our list of services below to discover which is best for your dental practice.

CFO Core™

Obtain a clear financial picture of your dental practice through proprietary dashboard reports while achieving exceptional service from experienced Chief Financial Officers.

CFO Tax Reduction Optimizer™

With the help of our Tax Accuracy Planner™, you can take advantage of specific tax-saving strategies while eliminating surprises such as an unexpected tax bill.

Strategic Direction Program™

Strategize with our Chief Financial Officers to finally get the right game plan in place to win against competitors and search for the goals you have for your practice.

Practice Management Consulting

Improve your profits with specialized consulting on a variety of practice solutions including staff training, proper phone procedures, hygiene production, case acceptance, and more.

New Start-Up Assistance

Develop a strategic plan to build your new dental practice including CFO-level expertise on services such as practice formation, human resources, and more.

Additional Consulting Services

Aside from our financial and consulting packages, The Dental CFO® team can assist your practice with a variety of additional consulting services including Buy-Ins & Buy-Outs, Practice Assessments, and PPP Projects.

Get In Touch With Us

Whether you’re looking to improve your individual practice or you want to expand into multiple locations, we have the answers to help you.