Accounting, controller and CFO services for dental practices

For practice owners who produce well and want to keep more of it.

What you're dealing with, and what changes

Dental practices run on production, collections, insurance timing, provider pay and expensive equipment, and most owners were trained as dentists, not operators. We give owner dentists monthly numbers they can act on and a tax plan built for a high-earning owner.

  1. What you're dealing with

    Production looks strong, but collections lag behind

    What changes with us

    Collections tracked against production every month, using your practice software's reports, so you see what's stuck and where

  2. What you're dealing with

    No idea which provider, chair or service line actually makes money

    What changes with us

    Profit by provider, hygiene and service line, every month

  3. What you're dealing with

    Associate and hygienist pay that doesn't match what they bring in

    What changes with us

    Pay models tested against real production and collections before you change them

  4. What you're dealing with

    Equipment, build-out and buy-in decisions made on gut feel

    What changes with us

    Buy-versus-lease, expansion and buy-in models before you sign

  5. What you're dealing with

    A big tax bill every April as a high-earning owner

    What changes with us

    Owner pay, entity and retirement strategy set during the year

Talk through your numbers

A free 30-minute call. You'll leave knowing what to do next, whether or not we work together.

Dental practices, including:

  • General dentistry practices
  • Orthodontic and pediatric practices
  • Oral surgery, periodontics and endodontics
  • Multi-location and group practices
  • Dentists buying into or buying a practice
  • Associates starting their own practice

Straightforward, fixed pricing.

Essentials

$1,000/month

$250k–$1M revenue, one entity, simple payroll

  • Monthly close and bank reconciliations
  • Profit & loss and balance sheet every month
  • One-page monthly Clarity Note: what changed and what to watch
  • Quarterly call with your CPA
  • 1099 preparation and tax-ready books
Schedule a consultation
Most chosen

Controller

$2,500/month

$1M–$3M revenue, multiple revenue streams, staff and contractors

  • Everything in Essentials
  • Books closed by the 10th with written analysis
  • 13-week rolling cash forecast
  • Budget vs actual reporting
  • AP/AR, payroll and sales tax oversight
  • Monthly call with your CPA
Schedule a consultation

CFO Partner

$4,500+/month

$3M–$10M revenue, lenders or investors, multiple entities

  • Everything in Controller
  • KPI dashboard and scenario models
  • Lender, investor and board reporting
  • Quarterly tax planning included
  • Pricing, hiring, financing and exit decisions
  • Priority same-day response
Schedule a consultation
Full pricing

Contact the firm

Start with a free 30-minute conversation.

Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.

Email
[email protected]
Phone
(347) 509-4952
First call
Free, 30 minutes
Clients
Across the United States, served virtually