Dental-specific accounting, fractional CFO, and tax strategy.

We help dentists raise their profit margin.
And increase their monthly cash flow.

We work exclusively with dental practices. We understand dental charts of accounts, overhead, and the decisions those numbers inform. Monthly accounting, CFO conversations, and quarterly tax planning can help you understand profit and cash flow and plan ahead.

Built exclusively around dentistryAccounting, tax, and CFO support in one clear picture.

Coastal headland in warm golden-hour light Oceanside, California

Practice scorecard

General dentistry, single location, $1.4M collections

TRAILING 12 MONTHS
Illustrative practice scorecard comparing actual results with benchmarks over twelve months
Line itemActualBenchmarkStatus
Staff payroll31.4%25 to 28%Red Flag
Dental supplies7.8%5 to 6%Watch
Lab fees6.9%6 to 8%On Target
Net margin14.2%18 to 20%Red Flag
Left on the table this year$87,000

Fictional example for design review. Not client data or a savings forecast.

01 FINANCIAL CLARITY, BUILT FOR DENTISTRY

Dental vendor partners

See how your practice stacks against the benchmarks.

2027 dental benchmarks, by specialty. Select your report to see the email request form.

About our benchmarks

Coming soon. Report requests are not open yet; no information is submitted.

This is how the
healthiest practices
actually run.

Clean books are only the beginning. Accounting, CFO guidance, tax strategy, and a plan for what you keep turn your numbers into a clearer path forward.

Accounting

Closed monthly

Dental books, in plain English.

Dental books closed monthly and explained in plain English, so you know what moved and why.

Fractional CFO

Monthly review

A dental CFO at your table every month.

Review the numbers together, set priorities, and find where cash and margin need attention.

Tax Strategy

Quarterly planning

Proactive, not April.

Quarterly planning around the decisions your practice is making now, not an April-only conversation.

Wealth

Ongoing

Profit into net worth.

Build a plan for retained profit, practice value, and life beyond the next tax deadline.

Six ways we can help.

Explore dental accounting, fractional CFO guidance, tax strategy and filing, payroll, accounts payable, and data and reporting. We can discuss what fits your practice when we talk.

Services overview
SERVICE

Accounting

Dental-focused accounting and reporting to help you understand your practice's financial picture.

Explore accounting
SERVICE

Fractional CFO

Financial guidance for growth decisions, transitions, and what comes next.

Explore CFO
SERVICE

Tax Strategy & Filing

Connect proactive tax planning and preparation to the way your dental practice operates.

Explore tax strategy
SERVICE

Payroll

A clearer view of payroll and team costs in the context of your practice.

Explore payroll
SERVICE

Accounts Payable

Vendor bill capture, coding, and payment scheduling, with visibility into supply and lab spending.

Explore AP
SERVICE

Dental Data & Reporting

A connected view of collections, overhead, and practice performance to inform your next decision.

Explore data & reporting

Need tax planning and preparation, too? It is part of the bigger financial picture.

Explore tax strategy

We know the numbers.
And the decisions behind them.

We've worked with dental practices through the questions behind the financial statements, and know that the view from an owner's chair is different from the view on a spreadsheet.

Our perspective is shaped by experience on the practice-ownership side, too. Good financial guidance should help with the real decisions: when to grow, what to fix, and what comes next.

See how we think about benchmarks

DSO CFO / FINANCIAL CLARITY

Know where the margin goes.

Start with monthly gross production and compare it with a dental benchmark model.

Production before collection adjustments, not collections or net income.

75% collection benchmark for general dentistry. Estimated collections appear after you enter production.

Score my actual numbers Optional monthly expenses

Enter monthly dollars, not percentages. Blank categories use the typical model; zero is a valid actual cost. Associate pay affects the score, but is excluded from retained cents.

Associate Dentists: not applicable in the solo source model. A previously entered associate amount is retained if you switch back to a group.

Your monthly picture starts here.

Enter positive monthly gross production to see the typical score and retained cents. Add costs to compare your numbers.

Understand My Numbers

Calculated in your browser. No calculator amounts are sent or attached to the contact link.

Benchmark categories & sources
Percent of estimated collections, General Dentistry, Solo. Source overhead band: 55 to 60%.
CategoryRangeTypicalUsedComparison
Your Team
Front Office & Admin5 to 8%7.5%Not scoredEnter production
Hygiene8 to 11%10%Not scoredEnter production
Assistants5 to 7%6.3%Not scoredEnter production
Payroll Taxes3 to 5%3%Not scoredEnter production
Doctor Costs
Associate DentistsNot applicableNot applicableNot scoredSolo model excludes associates
Doing The Dentistry
Dental Supplies5 to 7%6.5%Not scoredEnter production
Lab Fees4 to 7%5.5%Not scoredEnter production
Your Space & Business
Rent & Utilities6 to 9%7%Not scoredEnter production
Running the Business8 to 12%14%Not scoredEnter production

Estimates, not guarantees or financial advice. Benchmarks and specialty adjustments are from the existing DSO CFO calculator, labeled 2026 by the source and not independently verified. Actual collections, expenses and case mix can differ. A practice review is needed to understand your actual results.

The numbers make
the better story.

All case studies
ANONYMIZED PRACTICE CASE

Collections nearly doubled. The practice moved into profit.

A single-site general practice had the demand, but no clear view of whether growth was paying for itself. Monthly reporting and recurring financial reviews put capacity decisions in context.

01

$669K → $1.26M · collections, same nine-month period

02

(14.5%) → 12.7% · operating margin

03

+$257,249 · additional operating income

Read the case study

Practice comparisons cover January through September 2024 and 2026. Results are not a forecast or guarantee. Photos are illustrative and do not show client practices.

From the people we work with.

Real voices. A clearer view of the work behind the numbers.

“Their unwavering support in providing accurate financial insights and strategic guidance has empowered us to make informed decisions, whether it's securing funding for growth or addressing month-to-month needs.”

Gail AllisonPractice Director
Coastal water in soft afternoon light

Dental is all we do.
People make it work.

Meet the team and the thinking behind a finance practice built around dentistry.

Meet DSO CFO
Golden coastal cliffs above the Pacific

Know a practice
owner with a question?

Make an introduction. We’ll start with the question, not a request for sensitive records.

Make an introduction

Fair and transparent
pricing.

The right scope depends on your practice. Explore the services and get in touch to discuss the support that fits, without a public rate card or a one-size-fits-all promise.

Dental-specificScope-ledClear reportingBuilt for context

Know what your practice earns.
Decide what comes next.

Bring your questions about profit, overhead, and cash flow. A free profit review is a chance to identify what deserves attention first.

Request a free profit review No sensitive records are needed in your first email.