Services — Entry 03
Big-Firm Depth · Practice-Sized Fees
A CFO's judgment. A practice's budget.
Most practices don't need a full-time CFO — they need one for six hours a month with real conviction. Overhead targets, cash-flow forecasts, and a straight answer before you sign anything.
What's Included
Every engagement is scoped in writing at the diagnostic — this is the standard shape of the work.
A monthly review call on the closed books: what moved, why, and what to do about it.
Overhead management against dental benchmarks — with a target on every major category, not just a total.
Rolling cash-flow forecast, so tax payments, equipment, and slow months never surprise the operating account.
Decision support with numbers attached: the scanner, the associate, the second operatory, the lease renewal.
Owner-compensation planning — salary, distributions, and retirement working as one system.
A direct line to your CPA that answers before you sign — not a support queue.
Built For
Owners producing well who still feel like the money disappears — and anyone about to make a six-figure decision on gut feel.
Fair Questions
What does a typical month look like? +
The close lands by the 10th, the review call runs 30–45 minutes on what changed, and between calls you send the decisions as they come up. The point is a number you can call before you commit.
Is this only useful for bigger practices? +
No — a solo practice with an overhead problem gets more from a CFO hour than a group with clean margins. The fee scales with the practice, which is the point.
The Next Entry
Free · 30 Minutes · No Obligation
One conversation about your numbers.
Book the diagnostic: thirty minutes, your last P&L, and a straight read on where the money's going — with a practice-sized quote if you want one.