Trusted Advisor to Growing Dental Practices
Are You Looking to Increase The Value of Your DSO?
By strategically optimizing Practice Accounting and Finance,
we can help you stay ahead of the curve and be ready for opportunities when they arise.
Your Practice. Our Expertise
Fractional CFO Services
- DSO Legal and Accounting Structure
- Investor Relations
- Treasury Management
- Financial Strategy Advisory
- Debt & Equity Management
- Doctor Partnership and Equity Structure: Advisory & Reporting
Financial Planning & Analysis
- Capital Planning
- Financial Reporting
- Forecasting & Modeling
- Performance Measurement Reporting (KPIs)
- Mergers and Acquisitions Planning & Analysis
Bookkeeping
- Data entry of all bank accounts
- Reconciliation of bank accounts
- Data entry of all credit card accounts
- Reconciliation of credit card accounts
- Basic reoccurring journal entries
- Proper expense classification between locations
Accounting
- Month-End Optimization
- Accounts Payable Management
- Staff Augmentation
- Revenue Recognition
- Financial Audit Management
- Tax Management
- Purchase / Asset Accounting Support
Our Customers Trust Us
Made us feel confident and supported
“From the start, Emily and Daniel made us feel confident and supported with their deep knowledge of dental finance and operations. They took the time to understand our needs and helped us put smart strategies in place to grow and improve.”
Emma Cifuentes
COO, Progressive Dental Management
17 Locations, Massachusetts
About Us
Daniel has been in the finance industry for over 10 years with his most recent job in dental. Daniel was previously the CFO at a DSO doing business in 9 states. He is adept at using his technical and financial expertise to create customized financials for doctors, investors, banks and audits.