CFO Services Designed Exclusively for Dentists
From first-year associates to seasoned practice owners - we bring clarity, strategy, and confidence to every stage of your dental journey
More Than Accounting. True Financial Partnership.
Services
Clarity first. Confidence always. Growth that lasts.
At CFO of Smiles®, we don’t just manage your books - we help you understand your numbers and make them work for you.
Our team of dental financial experts and CPA professionals deliver customized support at every stage, combining real-world dental insight with data-driven strategy.
From building a strong start as a new grad to scaling a thriving clinic, our approach is the same:
Tailored Services for Every Stage of Dentistry
Every dentist’s path looks different - which is why our services are customized to match where you are now, and where you’re headed next.
Start Your Career with Financial Clarity and Confidence
As a new dentist, every decision counts - from your first job offer to how you manage debt, taxes, and savings.
CFO of Smiles® helps you build a strong financial foundation so you can focus on your career, not your cash flow.
Services Include:
Financial advisory for budgeting, investments, and insurance planning
Compensation guidance for associates (salary vs. percentage vs. daily rates)
Setting daily production goals and understanding billing procedures
Evaluating office practices and identifying red flags in scheduling or collections
Tax planning for incorporation timing, debt repayment, and compensation strategy (salary vs. dividends)
Eligible business expense guidance
Bookkeeping for Dental Professional Corporations (DPC)
Personal and corporate tax return preparation
Key Value:
We empower new grads with clarity, direction, and the confidence to take charge of their financial future from day one.
From Associate to Owner — With Clarity and Confidence
Buying your first practice is one of the biggest financial decisions in your career. CFO of Smiles helps you move through the ownership journey with greater clarity by assessing the numbers behind the opportunity, strengthening your lending position, and helping you prepare for a successful transition.
Services Include:
Practice valuation and acquisition review
Ownership-readiness assessment
CPA-prepared bank projections and financing strategy
Detailed bank forecasting and support for lending applications
Transition planning and advisory
Key Value:
We bridge the gap between ambition and ownership — turning complex financial due diligence into clear, actionable insight so you can make confident decisions and focus on the right priorities from day one.
Looking for a deeper review before you move forward? Our Dental Practice Due Diligence service gives buyers a more detailed look at risk, opportunity, lending readiness, and transition priorities before closing.
Build, Grow, and Sustain a Profitable Dental Practice
Whether you’re leading one location or several, CFO of Smiles helps you stay focused on growth while maintaining financial control.
We refine your financial processes, uncover opportunities for profitability, and build systems that strengthen accountability - ensuring every number connects back to your bottom line.
Services Include:
Accounting services: accounts receivable, accounts payable, and payroll/associate fee processing
- AR reconciliation between dental software and bank to prevent missing payments, theft, and errors
Bookkeeping services: monthly reconciliations of bank, credit card, and loan accounts
Draft income statements, cash flow statements, and forecasts for the next 90 days and full year
Profitability and growth advisory, including:
- Budget planning and annual goals
- AR protocol and efficiency review
- Compensation, merit, and bonus planning
- Expense optimization to sustain profitability
Personal and corporate taxation and year-end financials
Key Value:
We turn practice data into strategy - empowering you to grow profitably, retain great teams, and make confident business decisions every month.
Integrated Support for Every Stage
Add-On Services Include:
Ownership Readiness Assessments
Payroll and Compensation Benchmarking
Practice Budgeting & Financial System Integration
Growth Strategy Workshops
Let’s Bring Financial Clarity to Your Practice
Book a free consultation and discover how CFO of Smiles can help you make smarter, data-driven decisions — no matter where you are in your dental career.