PracticeCFO is a nationwide all-in-one financial advisory firm that assists dentists acquire practices, partner with other practitioners, and manage the accounting, tax, budgeting, payroll, and planning functions of offices they own. Through our members’ regular business and personal financial planning meetings with their dedicated CFO Advisor, we coordinate the universe of financial products that affect an owner’s success, including improving business profitability, tax minimization, debt optimization, student loan refinancing and repayment, insurance, retirement program set up and management, and legal advice. As a fiduciary, we are bound to put your interests ahead of ours.
Service offerings include:
- Business and Personal Planning
- Tax Planning and Preparation
- Monthly Accounting & Bookkeeping
- Payroll Services
- Practice Acquisition
- Practice Sales
- Practice Start-Up Consulting
- Partnership Consulting
- Retirement Planning and Investment Services
- Practice Management Consulting
We have over 180 clients in 12 states, serviced by an outstanding team of 14 employees.
Our partners’ credentials include:
- CPA (6)
- CFP® (2)
- Master of Taxation (1)
- ABV (1)
- California Real Estate Salesperson (2)
- Licensed Insurance Agent (1)
- Series 65 Investment Advisors (5)
Our firm is registered to provide these services:
- Accountancy
- Brokerage
- Investment Advisor Firm
- Insurance
