Dental-specific accounting, fractional CFO, and tax strategy.

We help dentists raise their profit margin.
And increase their monthly cash flow.

Dental-only accounting, tax, and CFO guidance from a firm built on the inside of a two-to-eight build and a 10x exit.

Built exclusively around dentistryAccounting, tax, and CFO support in one clear picture.

Coastal headland in warm golden-hour light Oceanside, California

Practice scorecard

General dentistry, single location, $1.4M collections

TRAILING 12 MONTHS
Illustrative practice scorecard comparing actual results with benchmarks over twelve months
Line itemActualBenchmarkStatus
Staff payroll31.4%25 to 28%Red Flag
Dental supplies7.8%5 to 6%Watch
Lab fees6.9%6 to 8%On Target
Net margin14.2%18 to 20%Red Flag
Left on the table this year$87,000

Fictional example for design review. Not client data or a savings forecast.

01 FINANCIAL CLARITY, BUILT FOR DENTISTRY

Dental vendor partners

Six ways we can help.

Explore dental accounting, fractional CFO guidance, tax strategy and filing, payroll, accounts payable, and data and reporting. We can discuss what fits your practice when we talk.

Services overview
SERVICE

Accounting

Dental-focused accounting and reporting to help you understand your practice's financial picture.

Explore accounting
SERVICE

Fractional CFO

Financial guidance for growth decisions, transitions, and what comes next.

Explore CFO
SERVICE

Tax Strategy & Filing

Connect proactive tax planning and preparation to the way your dental practice operates.

Explore tax strategy
SERVICE

Payroll

A clearer view of payroll and team costs in the context of your practice.

Explore payroll
SERVICE

Accounts Payable

Vendor bill capture, coding, and payment scheduling, with visibility into supply and lab spending.

Explore AP
SERVICE

Dental Data & Reporting

A connected view of collections, overhead, and practice performance to inform your next decision.

Explore data & reporting

Need tax planning and preparation, too? It is part of the bigger financial picture.

Explore tax strategy

We know the numbers.
And the decisions behind them.

We've worked with dental practices through the questions behind the financial statements, and know that the view from an owner's chair is different from the view on a spreadsheet.

Our perspective is shaped by experience on the practice-ownership side, too. Good financial guidance should help with the real decisions: when to grow, what to fix, and what comes next.

See how we think about benchmarks

DSO CFO / FINANCIAL CLARITY

Know where the margin goes.

Start with monthly gross production and compare it with a dental benchmark model.

Production before collection adjustments, not collections or net income.

75% collection benchmark for general dentistry. Estimated collections appear after you enter production.

Score my actual numbers Optional monthly expenses

Enter monthly dollars, not percentages. Blank categories use the typical model; zero is a valid actual cost. Associate pay affects the score, but is excluded from retained cents.

Associate Dentists: not applicable in the solo source model. A previously entered associate amount is retained if you switch back to a group.

Your monthly picture starts here.

Enter positive monthly gross production to see the typical score and retained cents. Add costs to compare your numbers.

Calculated in your browser. Nothing is sent unless you request a review.

What dentists say
after the first few months.

  • DSO CFO has been a game-changer for our dental practice journey. Founded by individuals who've walked in our shoes, their team understands the unique challenges we face. Their unwavering support in providing accurate financial insights and strategic guidance has empowered us to make informed decisions, whether it's securing funding for growth or addressing month-to-month needs. The financial clarity surrounding our practice has significantly improved since partnering with DSO CFO, allowing us to better understand our financial health and make proactive decisions. Moreover, the value we've gained while working with them extends beyond numbers; their personalized approach and commitment to our success have been invaluable. With DSO CFO, we've found more than just accountants - we've found trusted partners dedicated to helping dental practices like ours thrive. We wholeheartedly endorse DSO CFO for their expertise, reliability, and unwavering support.

    Gail AllisonPractice Director
  • We are delighted to be partnered with Austin and the DSOCFO team. Their in-depth understanding of the dental industry has been instrumental in streamlining our accounting processes at each of our locations. Beyond the core accounting services, their industry connections and insights provide a significant advantage. They have become a trusted advisor, offering guidance that extends beyond the numbers, helping us navigate the ever-changing dental landscape. We consider DSOCFO a valuable asset to our team, and their contributions are essential to the continued growth of our dental practices.

    Chris LopezPresident
  • My husband and I finally feel we found a team we can trust!. The group is amazing, everyone is so helpful and knowledgeable, they guide you and make sure you get things done. Austin, our accountant, is making a huge difference sending the monthly numbers on time! 10 out of 10!!

    Cristina and Francisco MontamartaDr. M Center
  • Austin and his team are super professional and provide an excellent service. His industry knowledge has helped us view how we are in relationship to industry standards and benchmarks and it's been incredibly helpful and validating. Thank you so much for your help and insights!

    Caitlin MaehrVice President of Operations
  • DSO CFO had taken our financials & have simplified everything. Because of what they've implemented, we now know where our financial KPI's should be each month.

    Andrew Tibbitts, DDSOwner
  • Understanding our financials has never been easier than with DSO CFO. They customized our financials so that I better understand & follow what's taking place in our practices each month.

    Spencer BramwellDoctor
  • Hiring DSO CFO for our group was the best decision we could have made. Before we started working with them our books were a mess. We didn't know how we were going to get funding to grow, and we needed to figure out how we were going to keep our associates motivated to stay with us. They have helped us put a plan together to address all of these issues and more. I can't imagine going through this process without them.

    Bill Watson, DMDDentist
  • DSO CFO helped us close a $12,500,000 credit facility and during a critical time in the process provided timely game-changing advice that got us over the finish line. Austin Moffat and the DSO CFO team bring complementary skills to any engagement. They have a talented and growing team of experienced professionals. They are responsive and available when you need them. Navigating the DSO industry is complex, skilled professionals are needed and DSO CFO has those resources.

    Nathan ChittyCFO
  • Austin and DSOCFO streamlined finances and established a regular cadence for reviewing our financial health for our small private practice group... they also helped open doors and connections to put is in a better position bu consolidating debt and finding capital to expand the business quickly. When the owner was ready to sell, Austin and his team helped make the transaction smooth and fruitful. If you are looking for a company that can do more than just accounting- these are your guys!

    Melissa DentStrategic partner
  • Working with DSO/CFO has been a game changer for our rapidly expanding DSO. Their team truly understands the unique financial needs of our organization and their expertise has helped streamline our accounting processes. From preparing financial reports to managing accounts payable, they've provided invaluable services and professional guidance every step of the way. The personalized attention and prompt responses make us feel like their top priority. Thanks to their support, we can focus on providing excellent patient care, knowing our finances are in trusted hands. I highly recommend to any dental practice or DSO looking for a reliable accounting partner!

    Phil CassisCEO
  • Austin and his team at DSO CFO are an exceptional team who make financial reporting easy to understand and follow in order to immediately take actionable steps to make necessary changes in the business. Also, they are highly responsive and are very reasonable with their costs. They can also help with other projects such as budgeting and financial forecasting as needed. All in all, highly recommend DSO CFO for all your book keeping and accounting needs.

    Dr. Abhishek NagarajCo CEO and Co Founder
  • I loved the detailed reports provided by DSO CFO. For years I had handled all of the financials of my practice but in the last 5 years, with lots of growth, that part of the practice became extremely difficult for me to manage and keep up with patient care. Using DSO CFO was a seamless transition. They meet with me monthly to discuss all the financials. We discuss categories of spending which allows me to make adjustments to increase our profitability. In working with DSO CFO, I have gained a much better understanding of how to cut costs while maintaining excellent patient care and retaining a star team of employees.

    Scott BedichekOwner / Periodontist
  • Reflecting on a year of partnership with DSO CFO and Austin Moffat, I'm reminded of the great strides we've made in our financial processes. The crucial role timely and accurate P&Ls play in day-to-day operations cannot be overstated. Thanks to our collaboration, we've regained control and insight into our financial landscape, empowering us to make informed decisions, allocate resources effectively, and navigate challenges with confidence. Here's to continued success through excellence in financial reporting! Thank you, Austin!

    Desiree HauckVision Dental Partners · Controller
Austin Moffat, founder of DSO CFO, speaking to dental practice owners
Austin Moffat · Founder

Built by someone who
sat on your side of the table.

Austin Moffat ran the financial side of a Southern California dental group as it grew from two locations to eight between 2016 and 2023, and was part of the transaction when it sold at a 10x EBITDA multiple. DSO CFO is the firm he would have wanted on the owner’s side of that table.

Austin leads the firm. A dental-only team of accountants and advisors keeps the books and reviews the monthly numbers for more than 250 practices.

Read the story behind DSO CFO

Where we'll be next.
Come talk numbers in person.

Webinars, dental conferences and owner roundtables where the DSO CFO team is speaking or hosting. Dates are added here as they are confirmed.

No dates on the calendar right now. New webinars and conference appearances are posted here first. If you would rather not wait, a free profit review is open year-round.

Know what your practice earns.
Decide what comes next.

Bring your questions about profit, overhead, and cash flow. A free profit review is a chance to identify what deserves attention first.

Request a free profit review No sensitive records are needed in your first email.