01
Your real margin, every month
Books closed and reconciled every month, in dental categories, so you see your real margin instead of estimating it.
About DSO CFO
Good income isn’t
the same as a plan.
Built by an orthodontist’s grandson who watched good income disappear twice for want of a plan.
Why this firm existsDental-only·Accounting·Tax·Fractional CFO·More than 250 practices
Why this firm exists
A good year and a plan are not the same thing.
Most dentists we work with are doing well. That’s usually not the problem.
The problem is that a good year and a plan are not the same thing, and the gap between them stays invisible until something forces the issue.
I learned that watching my grandfather.
Our story · Austin Moffat
What I watched happen twice.
He was an orthodontist with three practices across Los Angeles in the seventies and eighties, and he did very well. Summers he moved the family to Balboa Island for two months at a time, and had my grandmother’s grand piano brought down from the house in Los Angeles because she couldn’t go that long without music.
Then a series of financial decisions went badly and took the practices with them. He filed bankruptcy and lost all three.
He rebuilt. By the early 2000s he had a handful of practices from Los Angeles out to Riverside. Then he had a heart attack at dinner. He survived it, but he couldn’t practice again, and there was nothing underneath the income. Nothing set aside, no structure, no version of the future that didn’t require him in the chair. He filed a second time.
My grandmother went back to work at seventy, teaching flute to high school students. I remember her coming home with her fingers sore.
He was never short on income. He earned more than most people ever will, twice over. What he never had was a plan.
That’s the whole reason this firm exists.
Dental only
Why this firm only works with dentists.
My father became a financial advisor because of it. So did my brother Jonathan, and my brother-in-law. Jonathan founded Aligned Advisors and focused on dentists because he kept meeting doctors with my grandfather’s exact profile: real production, real income, nothing underneath it.
I went into finance and started working with dental practices in 2014. In 2016 I joined Jonathan and Dr. Andrew Tibbetts at Launch Dental, running the financial side while the group grew from two locations to eight. It sold in 2023 at a 10x EBITDA multiple.
The accounting work grew alongside it, almost entirely by referral. Today we keep the books and review the monthly numbers for more than 250 practices nationwide: single locations, growing groups, DSOs, private-equity backed and doctor-owned.
See who we serveThe team
Who you’ll actually work with.
Austin’s story is why the firm exists. It isn’t who shows up every month.
You get a dedicated accountant who closes your books and a CFO lead who knows your practice and your numbers. Austin reviews the work and sits in on the decisions that warrant it: a sale, an acquisition, a lender conversation, a year that’s gone sideways.
That’s deliberate. A practice that depends entirely on one doctor is fragile, and so is an accounting firm that depends entirely on one person. You want a bench. You want someone who answers when the person you usually talk to is out.
More than 250 practices rely on this team. That only works because it is a team.
In practice
What that looks like
for your practice.
02
Overhead by line, in dollars
Overhead read against benchmarks that come from actual practice books, by line: payroll by role, supplies, lab. In dollars, not just percentages.
03
Someone to call before the decision
Someone to call before the decisions that matter, not after. Owner pay, a new location, an associate, a buy-in, a lender conversation.
04
A team your office can reach
A team your office manager can actually reach, who already knows how a dental P&L is supposed to read.
Next step
See where your margin is going.
A free profit review starts with your questions about profit, overhead, and cash flow. We compare your practice against dental benchmarks and tell you what deserves attention first.
Request a free profit review30 minutes. No statements needed to start.