A CFO is different from a bookkeeper or a CPA. A CFO is a strategist seeking to make your business more efficient, helping you set and meet financial and organizational goals, and uncovering opportunities to grow and establish best practices for a healthy and happy practice.
Most small businesses employing a virtual CFO have at least $750,000 per year gross revenue with the desire to reduce their debt and see more profit. Dental practices are perfect candidates to work with a virtual CFO. A virtual CFO can work with many dental practices at a fraction of the cost of employing a full time CFO.
Nope. Except in rare occasions, we don’t do contracts. Just like you, we are very selective when it comes to practices we choose to support. Once we commit to supporting a practice, we’re in all the way. But if things don’t turn out, we turn everything over and let you continue on without us the very next month.
No we don’t. We work together with your tax team, financial advisor, attorney, or practice coach to create a complete strategy of where your practice is going and how to get there. It’s smart to outsource specialized roles like tax and HR to skilled pros, but it can also be difficult to keep everyone on the same page. We can help facilitate that by sending out real-time clinical and financial data for you.
We provide peace of mind to practice owners by giving them real-time data in a format that makes sense, so they can make intelligent and well-informed decisions in their practice.
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