PracticeCFO
About the Business
PracticeCFO is an accounting and finance institution located in San Diego, California. We offer comprehensive financial services tailored specifically for dental practices, helping you optimize your business for financial success. Our experienced team takes a proactive approach to financial planning, tax strategies, and wealth accumulation, ensuring that you are on track for financial independence. With detailed accounting reports, payroll management, and personalized financial plans, PracticeCFO is dedicated to helping you achieve your financial goals and secure a prosperous future for your practice. Our satisfied clients rave about our professionalism, knowledge, and ability to simplify complex financial matters, giving them peace of mind and allowing them to focus on patient care. Trust PracticeCFO to guide you towards financial success and peace of mind in your dental practice."
Photos
Location & Phone number
13400 Sabre Springs Pkwy #255, San Diego, CA 92128, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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 everything is under one roof: payroll, accounting, financial/tax planning for both business and personal! This makes everything function more efficiently. I am very happy with my choice to go with Practice CFO."
"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 part of your Team."
"Joining Practice CFO was the greatest decision of my practice career. The insights and attention to detail they Greg and his team put in to help me grow my business has propelled me ahead by leaps and bounds. These last 3 years have been awesome"
"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 quarterly meeting. Couldn’t imagine doing business without them."
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