Fractional CFO for Dental Practices & Med Spas in Chicago
Most dental and med spa practices are run by clinicians, not accountants — for good reason. But somewhere between the practice management software, the payment processor, and the bank feed, the numbers stop telling the truth. You know revenue is up. You don't know if margin is.
We connect the systems you already run — Dentrix, Open Dental, Boulevard, whatever you're on — into financials you can actually trust, so you can see which providers, treatments, and memberships drive profit instead of guessing.
The Pattern We See in Private Practice
Production vs. Collections Gap
Production numbers from the practice management system rarely match what actually lands in the bank. Nobody reconciles the difference until it's large enough to notice.
Provider & Treatment Profitability Is a Guess
You know your total revenue. You don't know which providers, chairs, or treatment types are actually profitable once you account for time, materials, and lab costs.
Membership & Recurring Revenue Isn't Tracked
Membership plans and recurring treatment packages bring in money that's easy to sell but hard to track correctly. The cash comes in before the service is done, and it quietly piles up without being counted right.
The Three Pillars, Applied to Private Practice
Governance & Operational Design
Clear rules for how pricing, discounts, and membership terms get set and approved, so exceptions don't quietly become the rule.
Financial Data Infrastructure
Your practice management system connected to financials that actually add up, provider by provider and location by location.
Reporting Operations
A monthly report that shows provider and treatment profitability plainly enough to change next month's schedule.
What Private Practice Operators Ask Us
Does a small dental practice or med spa really need a fractional CFO?
If you're making pricing, staffing, or expansion decisions off gut feel because you don't trust the numbers, yes. The Read — our fixed-fee diagnostic — will tell you plainly whether the gap is worth fixing before you commit to anything ongoing.
What's the difference between a fractional CFO and my bookkeeper or accountant?
Your bookkeeper and accountant handle the historical record — what happened. We build the systems and reporting that tell you what to do next: which providers or treatments to invest in, where margin is leaking, and what the numbers mean for a decision this week, not just at tax time.
Do you work with specific practice management software?
We connect to whatever you're already running — Dentrix, Open Dental, Boulevard, Vagaro, and others. We don't ask you to switch systems; we build the reporting layer on top of what you have.
How much does a fractional CFO cost for a dental practice or med spa?
Every engagement starts with The Read, a short fixed-fee diagnostic, before any ongoing commitment. Reach out and we'll walk you through the service tiers that fit your practice size.
Want a read on your own numbers first?
Take the Free Private Practice Mini Read →It doesn’t end with a deck. It ends with a system.
We Take a Small Number of Engagements at a Time.
Every engagement starts with a Read — a short, fixed-fee diagnostic that tells you plainly what’s broken and what it’s costing you.