CFO Services

Executive Leadership. Disciplined Execution. Peace of Mind.

We provide the high-level financial oversight required to protect your legacy and improve profitability—at a fraction of the cost of a full-time CFO.

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More Than Just Accounting. True Financial Governance.

Your business needs more than just historical tax returns and reactive reports. It needs a strategic leader who can look forward. As your Financial Quarterback, we align your owners, your internal staff, and your external CPA around clear priorities.
We don’t replace your current team; we make them more effective by adding structure, clarity, and accountability to your financial operations.

What We Offer

Our Services

Family-Owned Business CFO

Family businesses face unique challenges that standard corporate CFOs often miss. With over 25 years of experience serving closely held businesses, we understand the delicate balance between family dynamics and financial discipline.

Navigating Family Dynamics: We act as an objective third party to resolve trust issues and financial blind spots among family members.

Multi-Entity Strategy: Expert handling of complex family-owned structures and inter-company transactions.

Succession Planning: Establishing the financial governance required to pass the business to the next generation or prepare for a sale.

Dental Practice CFO

For dental practices ranging from single offices to growing groups ($1M–$200M revenue), financial clarity is the key to scaling without chaos. We provide the oversight necessary to turn your practice into a disciplined, profitable business.

Practice Profitability: Identifying margin leaks and optimizing operational costs.

Growth Management: Strategic cash flow planning for expansion and equipment acquisition.

The “Financial Quarterback” for Dentists: We bridge the gap between your clinical operations and your financial reality, ensuring you aren’t just working hard, but working profitably.

Cash Flow & Profitability

Many owners feel financially overwhelmed or unsure if they can trust the numbers. We move you from reactive “checkbook management” to proactive financial discipline.

Cash Flow & Working Capital: Implementing rigid discipline to manage cash cycles and ensure liquidity.

Margin Improvement: sophisticated cost accounting to identify exactly where you are making money—and where you are losing it.

Governance & Controls: Establishing the internal checks and balances required to prevent fraud and error.

CPA Coordination

One of the biggest frustrations owners face is a lack of communication between their operational team and their tax filers. Unlike staffing firms that may try to displace your current providers, The Executive CFO works directly with your CPA firm to ensure tax planning is executed correctly throughout the year.

Accountability: We ensure your CPA receives clean data on time, reducing billable hours and errors.

Alignment: We translate your business goals into tax strategies your CPA can execute.

See What a Senior CFO Can Do for Your Business.

It starts with a conversation. Let’s determine if our signature 15-Point CFO Inspection is the right next step for you.

Book your confidential discovery call