Our Services

The Dental CFO - CFO Core   CFO Core™

Meet Your New CFO!

CFO Core is the foundational service each practice receives. You’ll access CFO expertise, tax deduction optimization, and strategic financial advice. We also offer support for firms needing startup assistance, planning and goal setting, and additional business consulting services.

We’re Your Guide to a Financially Sound Practice

The days of spending hours looking at financial statements and feeling stressed are over. You won’t have to Google what specific financial terms mean! When you partner with us, you’ll have your own CFO to support your practice’s financial management. They’ll advise you on financial decisions and share their knowledge with you along the way. You’ll have a team to take the work of accounting and bookkeeping off your plate.

Here’s some of what you’ll receive:

We handle account reconciliations of all your bank accounts and ensure the numbers are accurate.
We provide customized financial information specific to your practice, including productivity schedules and provider bonus calculations.
Each month, you receive financial reporting, including your general ledger, balance sheet, income statement, and analysis of your practice’s performance.
You have our support for regulatory requirements like property tax listings, 1099 forms, sales and use tax returns, and workers compensation audits.
We give you access to our proprietary financial reporting tools and cloud-based accounting software, so you always have a picture of your business’s numbers.
We answer the phone when you call. We’re here to support you and you can count on us to help when you have questions.

Have a Conversation with Your CFO

Each quarter, you’ll sit down with your firm’s CFO. They’ll review your practice’s financial picture and help you understand the numbers. This is a conversation where you can ask questions, and your CFO will teach you more about the financial side of your business! You’ll leave the meeting understanding your cash flow, expense management, and how your practice compares to others. And you’ll have the opportunity to discuss your challenges and get advice on how to address them.

Support for Each Phase of Your Business

Strategic Planning

Looking for long-term planning? We’ll sit down with you over a one or two day workshop to identify your goals and create an action plan to get there, leaving you confident in your practice’s path forward.

Practice Management Consulting

Our dental consultant experts will work through practice management challenges at the level you need so you can increase revenue, drive productivity, engage your team, remain compliant, and run a more efficient business.


You don’t have to go on this journey alone. We’ll advise you on the best decisions to make when forming your business, from how to start a dental practice to financial management support.

Consulting Services

With a network of dental industry expertise, we can guide you in nearly any capacity, from partnerships, buy-ins/buy-outs, practice valuations and assessments, special financing projects, and more.

Let’s Have a Conversation!

Whether you’re looking to improve your individual 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 consult to see how The Dental CFO can help you.