Fractional Dental Practice CFO
You need more than a scorecard; you need a game plan. We act as your strategic partner, using data from your Practice Management Software to build detailed budgets, identify cost inefficiencies, and drive long-term profitability—all for a fraction of the cost of a full-time CFO.
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Profitability by Design, Not Chance
We go beyond bookkeeping to analyze the drivers of your cost and revenue. We benchmark your wages, supplies, and lab fees against industry standards, identifying exactly where you are overspending and providing the actionable roadmap to fix it.
- Detailed Budgeting & Forecasting
- Budget vs. Actual Variance Analysisof business and personal wealth goals
- Cost-Driver & Expense Auditing
- Practice Management Software (PMS) Insights
- GAAP Compliance & Reporting
- Monthly Executive Strategy Meetings
The CFO Playbook
Analyze. Optimize. Grow.
The Strategist
We build the roadmap. We construct detailed, forward-looking budgets based on your specific production goals and capacity. We don't just track what happened; we define what should happen, setting clear targets for every department in your practice.
The Analyst
We dig deep into the data. We analyze your cost drivers—from hourly wage rates to merchant fees and supply costs—to ensure you are not burning cash inefficiently. We identify resource mismatches, ensuring you aren't over-staffing or over-spending for your volume.
The Executive Partner
We hold you accountable to your goals. In our monthly executive meetings, we present "Budget vs. Actual" variance reports, highlighting exactly where you are winning and where you are drifting, providing the actionable feedback you need to course-correct immediately.
1
Operational Deep Dive
We interview your management. We look at your operations, staffing models, and PMS data to understand how your practice runs, identifying the operational inefficiencies that are hiding in your financials.
2
Budget Construction
We build your financial model. We create a custom, line-item budget that aligns with your strategic goals. We set benchmarks for clinical supplies, lab fees, and payroll ratios that will serve as your "North Star" for the year.
3
Monthly Execution
We become your financial conscience. Every month, we review your performance against the budget, ensuring GAAP compliance when needed, and providing the high-level recommendations that drive continuous profit improvement.
Why Growth-Minded Dentists Choose Us
- We bring decades of dental industry benchmarking data.
- We translate "accounting data" into "operational strategy."
- We help you cut fat without cutting quality.
- We ensure you are compliant with complex GAAP standards.
- We provide the accountability you need to hit your goals.
Accounting & Financial Services
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
My practice is small. Do I need a CFO?
You might not need a full-time CFO, but you need CFO-level thinking. Our “Fractional” model gives you high-level strategy for a few hours a month, which is often enough to identify the inefficiencies holding back your profit.
I have high production but no cash in the bank. Can you fix this?
This is the #1 problem we solve. High revenue doesn’t equal high cash flow if debt service or accounts receivable are mismanaged. We build a cash-flow forecast that accounts for loan payments and collections, giving you a true picture of your actual liquidity.
How does the budgeting process work?
We don’t just guess numbers. We look at your historical production per chair and your capacity. We build a “Bottom-Up” budget that sets specific production goals for hygiene and restorative, so your revenue target is based on actual operational reality.
How do I know if my overhead is too high?
We benchmark your specific expense categories (lab, supply, staff) against thousands of other practices. We tell you exactly what percentage of revenue you should be spending, so you know instantly if you are overpaying or performing at the top of the industry.