Our Services

Virtual CFO Services for Dental Practices

Most accountants record history; we help you shape the future.

Virtual CFO: dashboards, KPIs, forecasting, cash flow, budgeting

Tax Strategy & S‑Corp Optimization

Retirement & Profit‑Sharing Plans

Bookkeeping & Monthly Reporting (built to drive decisions, not just compliance)

Tailored CFO Packages for Every Stage of Your Dental Practice

From

$2,500/month

For solo owners who want clarity and control.

Services included:

Monthly bookkeeping, financial statements, and performance reporting tailored for better decisions
KPI dashboard with key practice metrics (production, collections, hygiene %, case acceptance)
Quarterly strategy and tax-review
Cash-flow visibility and owner-pay planning
Entity check-up and S-Corp compliance review
Overhead and expense benchmarking
Year-end tax projection and estimated-tax guidance

From

$5,000/month

For practices adding team members and expanding collections.

Services included:

Everything in Starter CFO
Monthly bookkeeping, financial statements, and performance reporting with deeper KPI and variance analysis
Advanced tax strategy (timing, entity, and retirement integration)
Monthly CFO meetings focused on profitability drivers
Team-performance dashboards and accountability rhythm
Retirement-plan optimization (401(k), profit sharing)
Budgeting and forecasting with “what-if” simulations
A/R, supply, and lab-cost performance tracking
Practice-valuation tracker and goal dashboards

From

$7,500/month

For multi-location or complex ownership groups.

Services included:

Everything in Growth CFO
Monthly bookkeeping, financial statements, and performance reporting across all entities and locations
Consolidated multi-location reporting (by entity, provider, or service line)
Shareholder and partner-compensation design
Cash-forecasting and capital-allocation planning
Practice-acquisition and buy-in modeling
Scaled tax and wealth strategy with entity layering
Board-level CFO reporting and quarterly performance reviews