Fractional CFO Services
Dentists who would benefit from our Fractional CFO Services:
- The practice owner that is frustrated and burnt out but doesn’t want to sell.
- The practice owner that wants to focus their efforts on clinical performance and production rather than financial management of the practice.
- The practice owner that is tired of trying to train and retain office managers that have the capability to effect practice efficiency.
- The practice owner that wants accounting, bookkeeping, and practice consultancy services from a team that understands their vision of their practice and can create a plan to support growth.
- The practice owner that wishes to maximize their practice value with the intention to sell their practice in no less than two years.
Fractional CFO Services
Services Avalable
Supportive services that are designed to reduce time, energy, frustration, and cost associated with both the owner and the accountability of tasks put on team members who may not be skilled in these areas.
An estimate valuation report (abbreviated practice valuation) provided annually by Practice Advocate for your financial planning, security, and review of growth.
Quarterly meetings with the accountant and practice consultant to review practice performance in depth including metrics and analytics from the practice management software as they align with revenue, expenses, goals, and trajectory.
Development of your financial Life Plan, including details of your four financial pillars, business plan, wealth plan, retirement plan, and estate plan.
Bookkeeping for the practice/DPC
Payroll management for the practice/DPC
Live cash flow projections using data analytics.
Annual tax filing services
An ongoing understanding of practice operations and direction to achieve your vision.
Strategic support for growth and for preparation of practice sale.
Live practice metric monitoring using third party software.
Access to your accountant with impromptu questions as they arise.
Fractional CFO Services
Goals of Fractional CFO Services
Discuss your CFO needs with Dr. Sean Robertson.
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