Your Practice’s
Financial
Foundation
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Tax Return Prep
We’ll take the stress out of tax season by meticulously preparing and filing your dental practice tax returns.
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CFO Advisory
Financial management for dentists is our bread and butter, providing tailored insights to help you drive growth.
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Tax Reduction Optimization
Our dental practice tax services are designed to minimize your tax burden while maximizing your savings.
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YE Financial Strategy
Our seasoned CFO dental partners will help you navigate the complexities of year-end financial planning with confidence.
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Bookkeeping
Bookkeeping for dental practices ensures that your financial records are accurate, organized, and up-to-date.
How CFO Core Improves Your Practice’s Finances
We designed the five parts of the CFO Core service specifically to improve your profitability and financial performance. We’ll optimize your tax strategy and handle your returns. Plus, you’ll meet with your CFO quarterly, so you can learn from financial experts and create a sound dental practice financial plan.
A Small Team Helping You Make Big Decisions
We’re a small team. And we like it that way.
It lets us get to know you and your practice intimately. We’ll share our phone numbers, so you can call or text us instead of going through a support desk.
We’re selective in who we work with because we know a partnership has to be the right fit to be truly successful. We want to improve the lives of our clients. For us, this isn’t just about making your business more efficient or consulting on dental financial planning. We want to help you create a practice you enjoy owning, so you can spend more time with your family and doing what you love.
What Other Dentists Say About Us
"The Dental CFO has been instrumental to my success in the business of dentistry. From the start, it is easy to tell that they have a sincere interest in helping you succeed. It’s not cookie-cutter. It’s not perfunctory. It’s sound advice and assistance in an area where most dentists need it."
- Richard W. van Gurp, DDS, FACD
"What I love is their individual attention, sound guidance, and consistently excellent customer service… They have a great understanding of the dental industry, and they’re excited to pass along this knowledge to their clients… In addition to delivering great customer service, they’re also genuinely good people who care about their clients."
- M. Danielle Funny, DDS
"The Dental CFO was extremely nice and anxious to make the transition from my previous accounting firm a positive one. They have looked after me over the years, guided me, gotten me through an audit with a positive outcome, and have always been there when I needed them. I am happy to have them behind me as they have taken worries away from me."
- Benjamin H. Yarborough, DDS
“Partnering with The Dental CFO was one of the best business decisions I’ve made. They lifted the burden of administrative and financial management off my shoulders, making my life easier both inside and outside the office.”
- Stephen Rouse, DDS
“Working with The Dental CFO has transformed New Town Dentistry. I fully trust their expertise and guidance, and I can’t imagine where my practice would be without this partnership.”
- Douglas Wolfe, DDS
Helpful Resources From The Dental CFO
Case Studies
Read real life examples of the dental practices we’ve guided, and see how they’ve become success stories!
Free Guides
Helpful downloads created by our team to guide all areas of your practice management.
Videos
Explore our library of video topics specific to dentists and their practice challenges.