Yes. DSO CFO focuses on dental practices, groups, and DSOs. The accounting, tax, and fractional CFO guidance is built around the realities of dentistry.
Contact / Free profit review
Find out what your practice is really keeping.
Bring one question about profit, overhead, or cash flow. No statements needed for the first email.
A simple first step
Start with one question about your numbers.
Share a little about your practice and what you would like to understand. A trailing 12 months of statements is ideal for the review, but you do not need to send financial records in your first email.
Austin Moffat · FounderAustin 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.
YOUR FIRST NOTEEMAIL / NO ATTACHMENTS
A useful introduction can include:
- Your name and practice
- Number of locations and specialty
- The question you most want answered
This opens your email app. Nothing is submitted until you choose to send.
Before you upload
Prepare monthly P&Ls, ideally covering the trailing 12 months. Include the practice name and reporting month on each statement. Share only the statements needed for the review; remove patient details, bank account numbers, and other unnecessary personal information. Do not send passwords or account access.
Follow the instructions in your ShareFile invitation and keep it private. If the invitation is missing, expired, or unexpected, contact us at the email address below before uploading. Do not send statements by email as a workaround.
No financial statements attached to email. No public upload link.
We talk about your questions on profit, overhead, and cash flow, then outline a sensible next step. No sensitive records are needed in your first email.
Not necessarily. Accounting and tax establish the foundation. CFO guidance can add forecasting, margin analysis, and decision support when a bigger question comes up.