Business advisory for dental practice owners from the Treasure Valley to North Idaho.
I’m based in Salem, Oregon. Onboarding happens in person, and most reviews after that happen by video.
Certified Management Accountant (CMA) · Member, Institute of Management Accountants (IMA)
Dental practices I help across Idaho
Independently owned general and specialty practices, from solo owners to multi-location groups. I don’t work with DSOs, only practices that are independently owned, including groups.
What’s different about running a dental practice in Idaho
The core money problems are the same as anywhere: cash that doesn’t match production, insurance that pays slowly, and overhead that creeps. Idaho adds a few of its own.
Growth changes the math.
In a fast-growing area, new practices open nearby, hiring gets more competitive, and expansion starts to look tempting. Each of those decisions deserves real numbers before it’s made.
Two states at once.
North Idaho practices near Spokane can end up with staff, patients, or a second location in Washington. That’s worth building into the plan from the start.
Distance from the help.
Outside the bigger metros, owners tend to wear even more hats, and finding dental-specific financial support nearby is harder. Remote advisory closes that gap.
Your CPA handles the filings and the tax details. My job is making sure the numbers behind your next decision are clear before you commit.
Fractional CFO and business advisory services in Idaho
Financial Pulse Assessment.
Where every engagement starts. A paid review of your numbers, benchmarked against dental practices like yours, with findings in one to two weeks.
Monthly reviews, cash flow outlooks, and someone watching your numbers between meetings.
Financial projects.
Growth and expansion planning, partner buy-ins and transitions, and sale readiness.
Operational projects.
SOP development, employee handbook review, and operational reviews for the front and back office.
What I don’t do. I don’t prepare taxes, keep books, or run payroll. I work alongside your CPA and bookkeeper so everyone is working from the same clear picture.
Why work with a Pacific Northwest fractional CFO
How to start working with an Idaho fractional CFO
1
Schedule a conversation.
We talk by video or phone about what’s happening in your practice.
2
Complete the Financial Pulse Assessment.
You get a secure upload link and a simple checklist, with findings in one to two weeks.
3
Walk through the findings.
We meet by video, or in person if you’d rather. You keep the written summary and the recording.
4
Decide what’s next.
Ongoing advisory, a scoped project, or nothing at all. If you move forward, 25% of your assessment fee is credited toward the work.
Idaho fractional CFO FAQ
Are you based in Idaho?
Will working remotely feel less personal?
Do you prepare Idaho tax returns?
How much does a fractional CFO cost in Idaho?
My practice is growing fast. When should I bring in a CFO?
I’m in Coeur d’Alene with ties to Spokane. Can you help?
Talk to a fractional CFO who works with Idaho practices
Start with a conversation by video or phone, whichever you prefer. If the Financial Pulse Assessment is the right next step, you’ll know. If it isn’t, you’ll know that too.