Make Big Plans.
We'll Help You
Get There.
Do you need help accelerating the growth of your dental practice? We work closely with you to set ambitious growth goals and create practical strategies to reach them.
Accelerate your growth with the help of dental CFO services
As a business owner, your focus should be on steering the ship, not rowing it. Let us assemble the right team to handle cash flow, financial forecasts, and revenue planning, freeing you up to do what you do best.
Goal-Setting & KPI Tracking
As your dental practice grows, it's important to keep an eye on the right things to see how you're doing and make changes if needed. But figuring out which numbers to pay attention to can be tricky. Our experienced dental CFOs will work with you to figure out which key numbers matter most for your practice's size and stage of growth, and we'll help you put systems in place to keep track of them.
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Budgeting & Debt Management
Managing your dental practice's finances effectively is crucial for its success. We'll assist you in creating a budget that not only controls spending but also addresses debt management, motivates your team, and keeps everyone aligned with your goals. With a clear financial plan in place, you can focus on running your practice while feeling confident about your financial decisions.
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Cash Flow
Management
Managing cash flow isn't just about paying bills. It's also about ensuring the owner gets their fair share and knowing when to expand your team. Our team helps your dental practice navigate these decisions, ensuring your cash flow stays healthy while supporting your growth goals.
Short & Long Term Forecasting
Planning for the future is essential for any dental practice. We'll help you forecast short and long-term financial goals, preparing for both the best and worst-case scenarios. With our guidance, you can navigate uncertain times with confidence, ensuring your practice remains resilient and prepared for whatever comes its way.
Are dental CFO services right for your practice?
Curious if dental CFO services are the right call for your practice? Here are scenarios when your dental practice can benefit from CFO services:
- You need strategic planning, not just reports
- You have big growth plans
- You want to set your practice up to sell
- You need help with budgeting & KPI setting
- You need help with financing or debt management
- You have a board of investors to inform
Hire a Dental CFO Without
The Price Tag
Every dental practice that works with Core Advisors gets the expertise of a dental CFO, without the price tag. From cash flow management to budgeting and forecasts, we do the heavy financial lifting that a Chief Financial Officer would normally do, at a fraction of the price.
What To Expect In The First 60 Days
Set Priorities
You'll meet with your dedicated team to discuss your priorities. Practice growth? Debt pay off? Exit planning? We'll build a plan together.
Accounting Takeover
Our team will get to work on every aspect of your business: daily bookkeeping, tax strategy, monthly payroll runs, and more. It's our responsibility now!
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Personal Financial Planning
Next, we'll take a look at your personal financial planning. Are you paying yourself enough each month? On track for retirement? We'll align your personal & business goals.
KPI, Tax, & Business Planning
We'll take a look at your business growth goals vs. progress. What goals are you trying to reach? What KPIs should you be tracking to get there? We'll plan your tax & profit strategy for the year.
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Investment Strategy
Finally, we'll tailor your wealth & investment portfolio to your individual level of risk and reward. We'll take into consideration your tax strategy, asset management, and long-term goals to design a custom plan for you.
Drive your practice forward with a dental CFO
If your dental practice has hit a plateau or generally has big plans for growth, you're in the right spot. Book a call with our team to see if dental CFO services are right for your practice:
We're more than a dental CPA.
We're a financial partner.
Is it time to try a new way of handling your dental accounting & personal wealth? Book a call with one of our team members to get started: