Fractional CFO for General Dentistry
Insurance write-downs, rising overhead, and associate pay all chip away at what you collect. I help general dentists see where the money is going and what to change, so a busy month finally feels like one.
That’s exactly why Keystone exists.
Does this sound familiar? Common dental practice financial challenges
You’ve built a successful practice. Maybe more than one. But the financial complexity has outgrown your current support.
You’re trying to make sense of your production cycle. Patients are scheduled. Your team is showing up. But behind the scenes, you’re asking whether you actually have the full picture.
Getting reimbursed for services you’ve already provided can feel like its own uphill battle, on top of everything else on your plate. You’re running a multi-million dollar practice, and some months still feel uncomfortably tight.
The hidden cost of managing dental practice finances alone
Not having a business advisor isn’t free. It just doesn’t show up as a line item. It shows up as a feeling, usually around the 25th of the month.
Denied claims that never get appealed. Direct costs and staffing costs that keep climbing while reimbursements don’t support them. Overhead percentages that feel normal until someone benchmarks them against what they should actually be. And underneath all of it, the loans nobody talks about out loud: student debt, a shareholder loan, the practice mortgage, all still due every month regardless of how collections went.
The financial gaps in an independent dental practice aren’t always dramatic. They’re quiet. Incremental. Easy to defer when the schedule is full and production looks fine.
Until they’re not.
Your dental fractional CFO
You’re still in control. We just make sure you always know what's around the corner.
You built this practice, and you know it better than anyone. You don’t need someone taking the wheel. You want someone alongside you, and a strategy for what’s next.
The financial weight was never supposed to be part of the deal. Keystone makes sure it isn’t.
Why Keystone?
You want someone who removes the financial guesswork. Who sees the full picture, locations, providers, overhead, goals, and translates it into clear direction.
You want someone who can help find common financial ground everyone can trust. Clear, shared numbers that move everyone forward together. No tension, no guessing.
This is what financial clarity actually feels like. That’s the Keystone experience.
What changes with dental business advisory support?
You stop dreading end-of-month numbers. Collections make sense, and overhead has a benchmark. The quiet gaps get found and addressed.
For multi-owner practices, the tension around money quietly disappears. Everyone’s looking at the same picture. Compensation is clear.
When a big decision lands on your desk, a new associate, a second location, a DSO offer, you have someone who already knows your numbers and helps you think it through.
How our dental CFO advisory process works
Curious what ongoing advisory looks like?
Meet your dental business advisor
Before I was a fractional CFO and business advisor, I was a dental assistant. I know what it costs a doctor to carry patient care, staff, and business pressure all at once, and later, in insurance, I saw the same squeeze from the payer’s side.
I’m Melissa Leavitt, a Certified Management Accountant (CMA), and I keep my client list small on purpose. You want to provide a standard of care for your patients. Your team needs you focused. Your work-life balance is better. That’s what real clarity makes possible.
Start with 30 minutes for an honest conversation about your practice and whether Keystone is the right fit.