Business advisory for dental practice owners from the Puget Sound to Spokane.
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 Washington
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 Washington
Washington is often pitched as the “no income tax” state. For a practice owner, the real picture has a few more pieces.
A tax on gross receipts.
Washington’s B&O tax is based on revenue, not profit, so it shows up even in a year with thin margins. That makes it a budget line, not a year-end surprise.
Some cities add their own.
Seattle, Bellevue, and Tacoma each have a city-level business tax. A second location in a different city can change your costs before you see a single patient there.
Selling has its own wrinkle.
Washington has a state capital gains tax that can apply to a practice sale. It’s much easier to plan for years ahead than months ahead.
Your CPA handles the filings and the tax details. My job is making sure these costs are built into your plan before a decision is final, whether that’s a hire, a new location, or a sale.
Fractional CFO and business advisory services in Washington
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 file B&O returns, 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 a Washington 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, 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.
Washington fractional CFO FAQ
Are you based in Washington?
Do you file B&O or other Washington tax returns?
How much does a fractional CFO cost in Washington?
I have a practice in Vancouver with staff from Portland. Can you help?
I’m thinking about selling in the next few years. What should I know?
Can you help with more than one location?
Talk to a fractional CFO who knows Washington
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.