Fractional CFO for Dental Practices & Med Spas in Chicago

You know revenue is up. You don’t know if margin is. We connect your practice software to numbers you can trust, so you can see which providers, treatments and memberships actually make money.

The pattern we see

Three things most Private Practice businesses can’t answer.

01

Production and collections don’t match.

What the practice system says you produced rarely matches what lands in the bank. Nobody reconciles the gap until it’s big.

02

Provider and treatment profit is a guess.

You know total revenue. You don’t know which chairs, providers or treatments earn once time, materials and lab costs are counted.

03

Memberships aren’t tracked properly.

The cash comes in before the service is done, and it quietly piles up without being counted right.

What we run for you

The office, applied to Private Practice.

Floor 04The CounselWhat an associate, a second chair or a new location would really take, modelled before you commit.
Floor 03The ReportingDentrix, Open Dental, Boulevard or whatever you run, connected to numbers that add up. Provider and treatment profit, monthly, plain enough to change next month’s schedule.
Floor 02The ControlsClear rules for pricing, discounts and membership terms, so exceptions don’t quietly become the rule.
Floor 01 · FoundationThe BooksYour practice system and your bank reconciled every month, so production, collections and deposits finally agree.
Tax and audit stay with your CPA. We are not a CPA firm.
Common questions

What practice owners ask us

Does a small practice really need a fractional CFO?

If you’re making pricing, staffing or expansion calls on gut feel because you don’t trust the numbers, yes. The Read will tell you plainly whether the gap is worth fixing.

How is this different from my bookkeeper or accountant?

We can be your bookkeeper. That’s the ground floor. What we add is the rest: controls, reporting and the counsel a CFO brings. Your CPA still files your taxes.

Do you work with our practice software?

Yes. Dentrix, Open Dental, Boulevard, Vagaro and others. We build on what you have. You don’t switch.

How much does it cost?

Every engagement starts with the Read, a short fixed-fee diagnostic. Reach out and we’ll walk you through what fits your practice size.

What if I’m thinking about selling in a few years?

Then start earlier. Buyers pay for earnings they can verify, and most of what we do is make earnings verifiable. Eighteen months out changes the number. Sixty days out just makes diligence less painful.

Work with us

Every engagement starts with a Read.

If it doesn’t find more than it costs, you don’t pay for it.