PracticeCFO

The most complete, professional, through, creative dental consulting group I've ever come across. From financial planning, investing, controlling overhead and accounting, these group is amazing. They will save you money and make you mone.

Justin at practiceCFO has been an absolute game-changer for our financial and tax planning. His expertise, dedication, and strategic advice have helped us navigate our financial decisions with confidence. Whether it's tax strategies or big financial moves like buying a house, Justin always provides thoughtful, clear, and personalized guidance. Highly recommend Justin for anyone seeking a top-tier accountant and financial advisor!

Drew and his team, shout out to Cameron, have been instrumental in helping me grow and build my practice over this past year. I cannot say enough great things about PracticeCFO especially my CFO Drew Phillips. He has been my advocate and mentor since the moment I met him. He has helped me with purchasing my first practice and has made it his mission to teach me how to grow professionally. I trust Drew with all my practices needs. He has taken over all of our financial commitments for both my husband and I.

Greg and his team are incredibly knowledgeable and thorough! My previous accountant is retiring, and changing your financial home is as big a deal as moving out of your long time physical home. Everyone is so responsive, detailed, and accommodating to my needs. The on boarding process has been very smooth. I love their use of technology to make communication and sharing of information very seamless. They have already started to implement tools to lessen my financial burden and stress. I like that ever

Justin Reed and his team are amazing! I'd recommend them to any dental professional looking for accounting, bookkeeping, and financial planning.

Paul and the rest of the PracticeCFO Team put my mind at ease with purchasing my first practice. They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice?and not just financially. This has been the greatest addition to my Team. So glad I came across Wes? podcast and made the call (which by the way I had a within hours of making my first inquiry). Top notch service to say the least. You won't be sorry to have them as an integral

We have been a client of Practice CFO for several years now and I am extremely pleased with their CFO services, and the quality of people and skillsets they bring to bear on dental finance. Drew is an absolute expert in his craft. Their assistance in area of dental practice transitions, dental practice acquisitions, personal and business tax, and routine accounting and financial tracking are exceptional. We're really worry-free and have peace of mind with Practice CFO because we know they have it handled. I

PracticeCFO was recommended to us by MULTIPLE dentists and after working with them for over a year now we can see why; they are amazing at what they do!! My husband and I are both younger dentists and needed some guidance as we continue to grow in our careers and transition to full practice ownership. They have really helped set us up for financial & professional success, and we look forward to growing with them. Thank you Justin and the entire team!

We have been with Practice CFO and Drew for about 2.5 years now. They helped us with a complicated practice purchase in the middle of COVID and have been a guiding light ever since. Drew's knowledge of dental practice metrics is always impressive; definitely at a higher level than most dentists I know. Our quarterly meetings are more like coaching sessions to steer the ship and ensure we are doing everything to meet our financial goals. Drew and everyone at Practice CFO are world class. If you expect people

I was referred by a trusted friend and found an incredible advisor in Drew from PracticeCFO. While I have ZERO extra time to keep tabs on the financial status of my practice as I work in the practice and try to squeeze in some family time, I know he's always working in the background and gives me only the top tier items that will secure my financial freedom. Someday we'll have everything dialed in and running smoothly, largely because of Drew's efforts! He's incredible and brilliant, and most importantly

I have been using Practice CFO for the sevens years. Wes Read managed the purchase of my Oral Surgery practice and has helped with all my financials since then. My CPA and CFP I work with at Practice CFO is Drew Phillips. You will not find one better. Drew is hard working, honest, and trustworthy. I cannot imagine anyone else managing the financials of my practice and my investing portfolio. The team implemented and Practice CFO in helping me achieve all my financial goals is amazing. If you are thi

PracticeCFO is a top-notch, super comprehensive team, that I feel so lucky to have been referred to. With their focus on dental operations, staffing and financial projections, we are only growing and seeing positive results in our first and second year of ownership of a dental practice. Justin and his team (Mia and Richard and more!) are simply THE BEST. I feel like I have met them in person many times, as they know my children?s names, and always take a moment to check in with us personally before every qu

Drew and the PracticeCFO team are truly lifesavers! They are hands down the BEST at what they do! Extremely knowledgeable, professional, patient, friendly, attentive, etc. Most importantly I know that they have my back and want the very best for me and my dental practice! Words really can't express how grateful and blessed I am to have a CPA/CFO team like Drew and PracticeCFO!

Love Drew as my CFO and really enjoy have practice cfo take care of my business financials. Business is hard enough, it is so important to have a great support system behind you to keep your momentum going and grow your business. I am confident in the financial decisions I make because he is always there to run the risk analysis. This allows me to focus on what I'm good at- clinical dentist and running my team. Thanks Drew and everyone at PCFO. 10/10 and will recommend always !

PracticeCFO is a unicorn in the dental industry. Their goal is to set you up for long term financial success and financial independence. When I tell other dentists about PracticeCFO and all the expertise and services they offer, it blows their mind because there is nothing like that in the industry. Whenever I meet other dentists who are PracticeCFO clients, we will spend the rest of the evening raving about how incredible the entire team is. Drew Phillips and Lawrence Rand are my guys! It's so easy to just

Can't say enough great things about Practice CFO! Greg M. and the entire team go above and beyond. They are on top of all the latest tax rules and give great advice for running a successful dental practice and planning for retirement. Highly recommend them!

I opened my dental practice last year and practice CFO has been an integral part of my journey. I worked with Drew Phillips and he provided me with lots of valuable information throughout the due diligence process. I was so impressed with him and his team that I continued working with them, after I purchased the practice, and it's been absolute pleasure to work with these guys! As an owner dentist there's so much on your plate that it's almost essential to be able to outsource some of the task such as CPA s

Drew, Lawrence, and their team have changed my life. Since buying my own practice 5 years ago, signing up for Practice CFO has been hands-down the best decision I've ever made. They have given me a thorough (albeit painful) true assessment of my current situation, and have then built me a series of checklists and plans, step-by-step, that has helped me get out of a desperate mindset. On my first meeting with them, I thought the changes I needed to make was going to be overwhelming, but with their guidance

We've had a longstanding relationship with Paul Lipcius as our dental CPA. He inspired respect from us from the very beginning in the way he truly took the time to understand us and what mattered to us most, helping us get our goals and needs met. He has been integral in supporting us as we navigated difficult seasons and decisions finally leading up to the sale of our dental practice. Each step of the way, Paul demonstrated he is trustworthy, dependable, and supportive.

I have been with Practice CFO for 5 years. They have helped me with 2 practice purchases/transitions. They are the only team you need for all your ongoing dental-specific financial planning needs in addition to personal financial growth and retirement planning. Drew Phillips is the best CPA in the world!

This group of professionals have permanently raised the bar for me on expectations in dental consulting, accounting, and wealth management. We have just onboarded with them and cannot believe the level of resolution they provide in our pursuit to get a true picture of our practice now and to help us see what is truly possible. We finally have realistic short term and long teem goals, and action items that will take us to the next level. If only I had gone with Practice CFO sooner!

Practice CFO has been an amazing asset to my practice. They help me identify areas where we can improve and give me ideas of how to do so. All the tax planning and retirement aspects are taken care of so I don't have to worry about anything!

Insightful, experienced, and highly competent. PracticeCFO knows their craft well and continually provides applicable, impactful counsel for not just accounting and bookkeeping, but for many aspects related to practice success. The bookkeeping documents are thorough and easy to understand.

Wes, Justin and the whole team at PracticeCFO are the very best at what they do. They are not just our accounting firm and wealth management team, but they are our life partners. They have given us immeasurable value for the advice on all aspects of our staffing, production, overhead, fees, and much more. They've been our consultant for everything! I cannot recommend them enough! If you want a solid, professional, and most important a team to help you through any occasion this is the firm you want!

I love PracticeCFO! I have been with them from the beginning when Wes first started and am so glad I found them. They have paid for themselves many times over through their professional expertise whether by saving on taxes through strategy or advice on investments or helping find the right people for whatever dilemma I need assistance with. It truly feels like they are on my team, an extension of my practice.

We are two dentists and we love practice CFO! Our accountant, Drew, is extremely thorough and knowledgeable. Being dentists, we have very little business experience and the value they add is essential to us. With the "occasional" stress of ownership we joke that our meetings with Drew are our ownership therapy sessions. He reviews all of our successes and pushes us to do better where we can--couldn't ask for more.

I have been a client of Practice CFO for more than 3 years now. They help me with our practice growth, giving insights and managing cash flow, profit and loss statements, and general business insights. As an orthodontist, I rely heavily on my team of professionals to allow us to be as successful as possible, which means providing the best care for my patients, and having the healthiest practice. My growth is directly due to Drew, Wes, Greg, David, and the entire team of financial advisers and accountants th

Working with Paul and Practice CFO the past few years has changed my life. It has changed the way I look at my practice and my life. I feel like I was doing okay before I started working with them but they helped me get to the next level with my practice. Paul has been absolutely amazing to work with. He is clear and confident and is always willing to help me. It doesn't matter when I call or email him, he gets back to me quickly. He has really helped me see the vision of my practice and has helped me achi

I have been a client going on 4 years now. One of the best decisions I've made for my practice. The in depth metrics, knowledge, advice and attention to detail are invaluable. Worth every penny you will spend for their services.

Since signing on with Practice CFO a year and a half ago, my dental practice has thrived, in large part due to the guidance and support of Wes Read and his team. Along with this, thanks to the quarterly financial review and planning meetings and the overall caliber of their services, my "financial IQ" has increased greatly. Simply put, Practice CFO is a phenomenal company in every regard. Wes is a talented, insightful, and highly ethical financial planner and manager. His team is likewise professional, effi

I have had the pleasure of working with Greg and the Practice CFO team for the past 5 years. I was using a family accountant before but when I decided to start my own office I knew I would need someone who really knew what they were doing, who were responsive and could answer any and all of my questions. I actually look forward to our meetings where we go over all my business and personal finances and we break everything down to make sure I am on track for success. I could not imagine working with anyone

My partner and I used practice CFO for our transaction and I can't say enough good things about them. This was my third practice transaction so having used 2 other companies, I can say hands down Practice CFO is the best. They are timely, responsive, and really care about their clients and most importantly what happens after the partnership. We decided to hire them for our accounting as well. My old partner and I used to sit down monthly for hours on end to hash out partnership distributions but now it

Justin, Wes and the entire team and practice CFO have been invaluable to our success as business owners over the past few years. The streamlining of all aspects of our business and finances has been a huge help as we have grown our practice. We know many people who have had surprises due to parts of their finical team not coordinating and knowing that this won't happen to us is one less thing we have to worry about. Previously working in the tax industry, I know how busy everyone was at this office when COV

These guys are fantastic. So knowledgeable and super quick to answer my questions. I would have been completely lost in my journey into owning a Dental practice without the expertise and and advice. Specifically Greg Maravilla is really fantastic at what he does! Would highly recommend Practice CFO to any dentist.

I could never find enough words to express how grateful we are that we found Practice CFO! Our dental practice joined Wes and his team 5 years ago and we have never looked back. It has been such a relief to me to have our retirement plan in their capable hands and to have that responsibility lifted from my shoulders! We have been thrilled with the results as we see our retirement funds growing and our employees are thrilled with the benefits they receive as a result. Throughout this recent crisis with C

After many years of searching we have finally found the accounting and financial advise we need for our dental practice with Wes and his team at Practice CFO. I finally know that I am on track financially and can sleep at night knowing that the financial side of my practice is in good hands. The monthly financial statements provide the feedback I have always needed but never had before. I highly recommend Practice CFO to my dental colleagues.

Practice CFO?????is an amazing company!!! I highly recommend it to all dental practice owners. ????????????I have practiced dentistry for over 17yrs and have owned my own practice for 2years. Wesley Read and his team are extremely helpful in managing all financial ??aspects of the dental practice as well as utilizing acomprehensive approach to help doctors achieve financial independence and enjoy a fulfilling career. ????????????Wes personally invests in all aspects of taking care of his clients. He is a

I have been a general dentist for two years now. As all dentists know, we spend all day seeing patients and taking care of their oral healthcare needs. However, when it comes to accounting and financial information, even the best of us see it as reading a foreign language. Practice CFO has really helped me understand the financial information of my office. My advisor, Greg Maravilla has been there in every step of the way. Any questions that I have, I can easily pick up the phone and call him, send him

Greg Maravilla is Marvelous / he has put our family on a very strong path towards retirement. He is caring, flexible and professional. He acknowledges our strengths more than weaknesses. After dealing with 3 financial groups, we finally have the best.

Drew and Practice CFO team are the very best!!! Cannot recommend them enough!!

Best Dental Accounting Team in the West! Always responsive and on top of everything. My practice has really grown since I decided to use them about 5 years ago. The metrics and planning meetings are always though provoking and inspirational as a business owner. Would not use anyone else!

Love working with this company. Greg is great and have always helped even beyond my financial needs. They are very organized and on top of everything. I highly recommend Greg and Randy!

Efficient, competent, and comprehensive financial services in the chaotic times of Covid, PPP loans, ERC credits and the amended returns these required. Greg Maravilla and Wes Read have saved me countless hours and recovered thousands of dollars yet again, and this is just in the last 3 years. As a 7 year client, I can't put a price on the peace of mind I get from Practice CFO.

Efficient meetings with the team. They are very well prepared. Professional service. Attention to details. Good communication. Great service Recommend highly. I've been working with Greg for a few years now and I am very satisfied.

Love this whole team. They're the best full-service accounting and financial planning service!

Working with Drew, Lawrence and the team at PracticeCFO has been nothing but great. They are professional, knowledgeable and efficient. They have more than exceeded my expectations!

I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".

We have retained PracticeCFO?s services for two years now. They are thorough, comprehensive, responsive, and above all, professional. They have helped us with everything from practice valuation to personal budgeting, and are transparent and detailed in all things. I really can not say enough good things about the team at PCFO.

Adore my team at PracticeCFO! Greg is fantastic at what he does and he is so much more than just my accountant. He is a coach and a guide for success!

Love working with Drew and Cam! They are working with us to help reach our financial goals. The "CFO" model is the real deal.

Wes and his team have been fantastic working with us. We purchased two practices at the same time and threw several challenges at them and they have been amazing. They helped us set up a plan from the beginning, have kept us on track with the plan throughout the year, and have been a joy to work with. These guys are the best.

We could not ask for a better company to assist us with our taxes and financial advising! So happy we found Practice CFO years ago! They have helped us tremendously navigate through all our different financial situations. Highly recommend!!!

Justin and his team are great! We loved to have our finances organized as well as having a clear financial plan for the future!!! Thank you for your help!!!

I highly recommend Drew and his team at PracticeCFO. He has helped guide my general dental practice to be a thriving business!

Excellent, attentive and specialized accounting services from this company. My team is wonderful and my lead accountant Greg is phenomenal. Definitely recommend!

I have been with Practice CFO for over three years and they are amazing. Thanks for all your hard work DREW. APPRECIATE YOU

Without a doubt the most beneficial decision I've made for my business. Cannot say enough great things about PracticeCFO and their staff. They have been such a great asset to myself and my family.

We had a great meeting with Justin Reed today alway very detailed information related to new developments on state and federal regulations I enjoyed the meeting and learned a ton Thanks

Practice CFO helped me through the purchase of my practice and I've been with them ever since. They are experts in the field of dental accounting.

Greg Maravilla is very personable and professional. He provides comprehensive information on tax strategies and financial planning for the Dental professional that are beneficial for both the short and long term. Massive ROI.

Greg Maravilla continues to impress. Now on my 3rd year with PracticeCFO. Pays for itself with the tax savings alone, not to mention all of the other sound and ethical advice!

Drew & Co. are the real deal. If you need financial clarity on your dental business there's no one else to go to. ??

Greg at PracticeCFO has been an indispensable resource through my entire journey of purchasing a dental office and getting our new business up and running!

Very thorough and thoughtful financial planning meeting. Drew is great at personalizing the plan.

Definitely recommend Practice cfo! Have been working with Drew from day 1, he's excellent!

Great group of people that are exactly what I've been looking for to help me with both personal and business finances.

Great value! They are thorough, honest, knowledgeable and personable! Especially, when COVID hit they stepped up and were a huge support! Really hit it out of the park!

Greg is a great practice advisor and accountant. I would highly recommend him.

Greg and team do a great job of keeping me on track with honest, informative and straight-talk advice!

They are the best at what they do!! We are so happy to have found this company and thankful!

Wes is the reason for my success as a dental business owner. I couldn't have started my own business and grown it to the powerhouse business that it is today without him.

5 year review? they keep getting better. Thanks, Drew! -EW

Only regret I didn't meet them sooner. Great people to work with.

Excellent. So strategic. I love speaking with my advisor

Great service, advice, and guidance over the years! Highly recommend.

Can't speak highly enough of this group. Should have started with them when I started 20 years ago!

Fantastic company to work with for practice transition and ongoing financial services!

Love working with these guys.