Onboarding happens in person, and most of the work after that runs by video. You get the same dental-specific financial partner whether you’re down the road or across the country.
Certified Management Accountant (CMA) · Member, Institute of Management Accountants (IMA)
Dental practices I help nationwide
Independently owned practices anywhere in the US, from solo owners to multi-location groups. I don’t work with DSOs, only practices that are independently owned, including groups.
General dentistry.
Insurance write-downs, overhead creep, associate pay, and the occasional DSO offer.
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Endodontics.
A pipeline that lives in referring offices, and a schedule split between emergencies and planned cases.
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Orthodontics.
Revenue today, cash over two years, and a contract balance that deserves its own report.
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Oral surgery.
Dental, medical, and workers’ comp claims all on one schedule.
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Home base is the Pacific Northwest, and each state has its own page:
How virtual CFO services work for a dental practice
The problems that keep practice owners up at night don’t change much from state to state. Claims get denied in Ohio for the same reasons they get denied in Oregon, and overhead creeps the same way in Texas as it does in Washington.
Outsourced CFO and business advisory services, delivered remotely
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 the CPA and bookkeeper you already have, wherever they are.
Why a remote dental CFO can be the better choice
How to start working with a remote dental 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.
Outsourced and virtual CFO FAQ
How much do outsourced CFO services cost?
What’s the difference between an outsourced CFO and a virtual CFO?
Is a remote CFO as effective as a local one?
Will you come to my practice in person?
How do you handle state taxes outside the Pacific Northwest?
What time zone do you work in?
The right CFO doesn’t have to be the closest one
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.