Accounting
QuickBooks Online
A cloud accounting platform a practice may evaluate for bookkeeping and financial reporting.
Provider optionGuide Provider site
Technology & workflows
Technology we consider.
Software is one part of a financial workflow. Explore provider options, practice finance questions, and concepts to evaluate in the context of your own systems.
A DENTAL FINANCE WORKFLOW
Practice activityFinancial recordsUseful decisions
Choose tools by the question and handoff they need to support, not by a logo alone.
A considered directory
The pieces of a useful finance stack.
Provider options are not endorsements or evidence of DSO CFO use, configuration, or integrations. Data, automation, and AI items are concepts, not confirmed services.
Not a verified software stack. Products, terms, eligibility, security, compatibility, and integrations can change. Confirm details with providers and evaluate fit for your practice. DSO CFO does not represent these provider listings as current integrations.
11 topics
Accounting & Finance 5 topics
Foundational finance platforms and practice workflows to evaluate for fit. Listing a provider does not mean DSO CFO uses or connects to it.
Spend & payables
Ramp
A card and spend platform to evaluate alongside a practice’s approvals, bill workflow, and accounting needs.
Provider optionGuide Provider site
Payroll
Payroll workflow
Review payroll responsibilities, access, reporting, and handoff to accounting before changing a provider or routine.
Workflow option
Accounts payable
Accounts payable workflow
Clarify invoice intake, approval ownership, payment timing, supporting records, and coding.
Workflow option
Secure sharing
Private ShareFile invitation
If financial records are requested, DSO CFO sends a private invitation after the initial conversation. No public upload link.
Workflow optionGuide Provider site
Data, Automation & AI
Ideas for making practice information easier to use. These topics are proposed concepts, not confirmed DSO CFO offerings.
Data 2 topics
Possible ways to structure and review practice information. These are concepts for discussion, not confirmed data services or platforms.
Reporting concept
Practice reporting
Align financial reports with production, collections, labor, and location definitions before comparing results.
Proposed conceptGuide
Group reporting concept
Location-level reporting
For a group, clarify how locations, entities, timing, and shared costs appear in the reporting picture.
Proposed conceptGuide
Automation 2 topics
Explore repeatable handoffs before considering whether any process should be automated.
Workflow concept
Close checklist
Map recurring close tasks, responsible people, review points, and missing-information follow-up.
Proposed concept
Workflow concept
Approval handoff
Document who reviews a request, who approves it, and how exceptions are handled.
Proposed concept
AI 2 topics
Potential AI use cases require careful evaluation, human review, and attention to data handling.
Proposed concept
Administrative assistance
A possible future exploration area for non-sensitive drafting or routine administrative work, not an offered DSO CFO service.
Proposed concept
Proposed concept
Data questions
A possible future exploration area: helping a person navigate clearly defined reports, with verification before acting.
Proposed concept
Beyond the tools
Connect software choices to the finance work.
These confirmed service areas are where practice workflows meet useful financial context.
01 / DSO CFO SERVICE
Accounting
Bookkeeping, reconciliations, and financial reporting for dental practices.
Explore service 02 / DSO CFO SERVICETax
Tax planning and preparation connected to how a practice operates.
Explore service 03 / DSO CFO SERVICEFractional CFO
Financial leadership for cash flow, margin, and ownership decisions.
Explore service 04 / DSO CFO SERVICEPayroll
Payroll processing and journal entries with role-aware financial visibility.
Explore service 05 / DSO CFO SERVICEAccounts payable
Bill capture, coding, payment scheduling, and visibility into practice spending.
Explore serviceA clearer way forward
Let’s start with the workflow your practice needs.
A free profit review starts with your questions about profit, overhead, and cash flow. We will discuss what your numbers can tell us and outline a sensible next step.
Request a free profit reviewNo obligation. A real conversation about your practice.