Practice CFO

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Practice CFO PracticeCFO is a one-stop shop that simplifies both dental practice and personal financial management

PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.

Dental supplies should run about 5–8% of collections. Pull your last twelve months and see where you land.
10/29/2026

Dental supplies should run about 5–8% of collections. Pull your last twelve months and see where you land.

Collections up 23%, profit flat. That's not growth — that's more work for the same money.
10/27/2026

Collections up 23%, profit flat. That's not growth — that's more work for the same money.

If collections dropped by half for six months, what would you do? Reserves are what let you decide from strength instead...
10/22/2026

If collections dropped by half for six months, what would you do? Reserves are what let you decide from strength instead of urgency.

A $1M practice at 40% margin beats a $5M practice at 5%. Growth is the default goal. Margin is the one that pays you.
10/20/2026

A $1M practice at 40% margin beats a $5M practice at 5%. Growth is the default goal. Margin is the one that pays you.

165 episodes on the business side of dentistry — overhead, tax, partnerships, and planning. The Dental Boardroom, on App...
10/15/2026

165 episodes on the business side of dentistry — overhead, tax, partnerships, and planning. The Dental Boardroom, on Apple Podcasts and YouTube.

Your margin is 0% until fixed costs are covered. After that it's about 85%. That's why a slow month hurts more than it l...
10/13/2026

Your margin is 0% until fixed costs are covered. After that it's about 85%. That's why a slow month hurts more than it looks.

Most owners know their monthly collections. Fewer know the number they have to clear before a dollar is actually theirs.
10/08/2026

Most owners know their monthly collections. Fewer know the number they have to clear before a dollar is actually theirs.

It's rarely one big mistake. It's twenty small ones that nobody was looking at together.
10/06/2026

It's rarely one big mistake. It's twenty small ones that nobody was looking at together.

High income and wealth aren't the same thing. One is what shows up. The other is what stays.
10/01/2026

High income and wealth aren't the same thing. One is what shows up. The other is what stays.

09/29/2026

Dentists out-earn almost everyone — and still retire about five years later than the average American.

It's not about working harder. It's about what happens to the income after it arrives.

Wes breaks it down on The Dental Boardroom, episode 78.

Address

13400 Sabre Springs Parkway #255
San Diego, CA
92128

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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