Practice CFO

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Practice CFO PracticeCFO is a one-stop shop that simplifies both dental practice and personal financial management

PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.

Your margin is 0% until fixed costs are covered. After that it's about 85%. That's why a slow month hurts more than it l...
10/13/2026

Your margin is 0% until fixed costs are covered. After that it's about 85%. That's why a slow month hurts more than it looks.

Most owners know their monthly collections. Fewer know the number they have to clear before a dollar is actually theirs.
10/08/2026

Most owners know their monthly collections. Fewer know the number they have to clear before a dollar is actually theirs.

It's rarely one big mistake. It's twenty small ones that nobody was looking at together.
10/06/2026

It's rarely one big mistake. It's twenty small ones that nobody was looking at together.

High income and wealth aren't the same thing. One is what shows up. The other is what stays.
10/01/2026

High income and wealth aren't the same thing. One is what shows up. The other is what stays.

09/29/2026

Dentists out-earn almost everyone — and still retire about five years later than the average American.

It's not about working harder. It's about what happens to the income after it arrives.

Wes breaks it down on The Dental Boardroom, episode 78.

It isn't really about frugality. It's about which direction your spending moves when your income moves — because for mos...
09/25/2026

It isn't really about frugality. It's about which direction your spending moves when your income moves — because for most people it rises to meet it without anyone deciding to let it.

Wes Read, on The Dental Boardroom.

AI in Dentistry Requires More Than Buzzwords. It Requires Clean DataIn the Episode 104 of The Dental Boardroom Podcast, ...
12/26/2025

AI in Dentistry Requires More Than Buzzwords. It Requires Clean Data
In the Episode 104 of The Dental Boardroom Podcast, Drew Phillips sits down with Kyle Johnson of NexHealth to break down how clean, connected data is transforming patient experiences and reducing front-office overload.
Learn how NexHealth is solving one of dentistry’s biggest challenges: fragmented systems and manual workflows.
Listen here:
https://podcasts.apple.com/us/podcast/104-ai-in-dentistry-how-nexhealth-is-automating-the/id1518344747?i=1000715626932

Podcast Episode · The Dental Boardroom · 07/03/2025 · 43m

Dentists! Ready to take control of your financial future in 2026?Our latest wealth game plan breaks down smart investing...
12/20/2025

Dentists! Ready to take control of your financial future in 2026?
Our latest wealth game plan breaks down smart investing, borrowing strategies, and practice growth insights designed just for dental pros.
Build a balanced portfolio, plan responsibly, and grow both your practice and your personal wealth.
👉 Read more: https://practicecfo.com/2026-wealth-game-plan-for-dentists-practical-steps-for-portfolios-and-practice-growth/

Learn how dentists can prepare for 2026 with smart portfolio choices, borrowing strategies, and financial planning based on current market and economic trends.

Artificial Intelligence is redefining Clinical decision-making in dentistry.In the Episode 103 of The Dental Boardroom P...
12/19/2025

Artificial Intelligence is redefining Clinical decision-making in dentistry.
In the Episode 103 of The Dental Boardroom Podcast, Wes Read, CPA, CFP speaks with Mike Buckner of Pearl AI about how AI-driven imaging and computer vision are improving diagnostic confidence, increasing case acceptance by 20–30%, and helping practices do more with fixed cost structures.
A must-listen for dentists focused on growth, efficiency, and patient communication.
Listen here:
https://podcasts.apple.com/us/podcast/103-ai-in-dentistry-how-pearl-ai-is-enhancing-diagnosis/id1518344747?i=1000715349103

Podcast Episode · The Dental Boardroom · 07/01/2025 · 48m

Address

13400 Sabre Springs Parkway #255
San Diego, CA
92128

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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