Business advisory for dental practice owners from Portland to Eugene and everywhere in between.
I’m based in Salem. 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 Oregon
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 Oregon
Most dental money problems look the same everywhere. Oregon adds a few local wrinkles worth planning around.
A tax based on receipts, not profit.
Oregon’s Corporate Activity Tax kicks in once commercial activity passes $1 million, and it’s owed whether or not it was a good year. It belongs in the budget, not in April’s surprises.
Portland-area layers.
Practices inside Portland, Multnomah County, or the Metro boundary can owe local business taxes on top of the state. Adding a location across a city or county line can change that picture.
DSO calls keep coming.
Private equity and DSO groups are still reaching out to independent owners. Knowing what your numbers say before that conversation puts you in a stronger position.
Your CPA handles the filings and the tax details. My job is making sure these costs show up in your plan before a decision is final, whether that’s a new hire, a lease, or a partner buy-in.
Fractional CFO and business advisory services in Oregon
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.
Fractional CFO advisory.
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 fractional CFO based in Oregon
How to start working with an Oregon fractional CFO
1
Schedule a conversation.
Tell me 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 in person or by video, your choice. 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.
Oregon fractional CFO FAQ
Do you work with practices outside Portland?
Do you meet in person?
Do you prepare Oregon or Portland tax returns?
How much does a fractional CFO cost in Oregon?
A DSO has approached me. Can you help?
I’m thinking about a second location. Can you help?
Talk to a fractional CFO who knows Oregon
The first step is a conversation. There’s no 40-page proposal and no pressure. Tell me what’s going on in your practice, and we’ll figure out whether the Financial Pulse Assessment is the right place to start.