Bo is the person you want on your side when you’re trying to solve tax problems.
As a Client CFO, she develops strategies to help your practice maximize its financial performance. She helps prepare business and personal tax returns. Bo’s your first call because she is an Enrolled Agent with the IRS and can represent you when an issue arises. She is also a Certified Healthcare Business Consultant (CHBC).
Bo has been on our team since 2020 and has worked in tax and accounting for over 20 years.
A graduate of the University of Phoenix, she’s a member of the National Society of Enrolled Agents, the North Carolina Society of Enrolled Agents, and the National Society of Certified Healthcare Consultants (NSCHBC).
Bo is a military wife and enjoys hanging out with her three kids. She’s very active and has completed a triathlon. She also enjoys kayaking, hiking, and swimming.
Tom outside the Dental CFO Office:
Talk to Our Team of Dental Practice Experts
Whether you’re looking to improve your practice or you want to expand into multiple locations, we have the answers and the team to support your goals. Schedule a complimentary 30-minute consultation to see how The Dental CFO can help you.