Our Services
Strategic Accounting, Tax, and CFO Services for Dental Practice Owners
ProPractice CPA provides specialized financial support for dental practice owners who want stronger profitability, proactive tax planning, and clearer decision-making as their practices grow.
Our services combine accounting expertise with strategic financial advisory so dentists can better understand their numbers and make informed business decisions.
Tax Strategy & Compliance
Best for dental practice owners who want organized accounting support and proactive tax planning rather than year-end surprises.
Includes ongoing accounting oversight, tax preparation coordination, and strategic tax planning focused on dental practices.
Key areas include:
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Tax planning and compliance coordination
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S-Corporation optimization strategies
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Retirement and profit-sharing planning
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Year-round tax guidance aligned with practice goals
Virtual CFO Advisory
Best for practice owners who want monthly financial insight and strategic guidance without hiring a full-time CFO.
Includes financial review, KPI tracking, profitability analysis, and forecasting support so practice owners understand exactly how their practice is performing.
Key areas include:
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Financial dashboards and KPI tracking
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Profitability and overhead analysis
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Budgeting and forecasting
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Cash-flow planning and performance reviews
Growth Advisory
Best for dentists planning expansion, acquisitions, hiring decisions, or other major financial moves.
Includes forward-looking planning and financial modeling supports practice owners in evaluating opportunities with confidence.
Key areas include:
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Expansion and acquisition planning
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Financial modeling and scenario analysis
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Strategic decision support
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Long-term financial planning for practice growth
Pricing Plans
Tailored CFO Packages for Every Stage of Your Dental Practice
Most dental practices we work with invest between $3,000 and $6,000 per month, depending on the level of support and complexity of the practice.
Our work is designed for practice owners who want to improve profitability, reduce unnecessary taxes, and make more informed financial decisions.
🦷 Starter CFO
From
$2,500/month
For solo owners who want clarity and control.
Services included:
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Monthly bookkeeping, financial statements, and performance reporting tailored for better decisions
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KPI dashboard with key practice metrics (production, collections, hygiene %, case acceptance)
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Quarterly strategy and tax-review
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Cash-flow visibility and owner-pay planning
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Entity check-up and S-Corp compliance review
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Overhead and expense benchmarking
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Year-end tax projection and estimated-tax guidance
📈 Growth CFO
From
$5,000/month
For practices adding team members and expanding collections.
Services included:
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Everything in Starter CFO
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Monthly bookkeeping, financial statements, and performance reporting with deeper KPI and variance analysis
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Advanced tax strategy (timing, entity, and retirement integration)
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Monthly CFO meetings focused on profitability drivers
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Team-performance dashboards and accountability rhythm
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Retirement-plan optimization (401(k), profit sharing)
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Budgeting and forecasting with “what-if” simulations
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A/R, supply, and lab-cost performance tracking
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Practice-valuation tracker and goal dashboards
🏢 Group CFO
From
$7,500/month
For multi-location or complex ownership groups.
Services included:
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Everything in Growth CFO
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Monthly bookkeeping, financial statements, and performance reporting across all entities and locations
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Consolidated multi-location reporting (by entity, provider, or service line)
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Shareholder and partner-compensation design
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Cash-forecasting and capital-allocation planning
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Practice-acquisition and buy-in modeling
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Scaled tax and wealth strategy with entity layering
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Board-level CFO reporting and quarterly performance reviews
