Our mission
Help dentists and their leadership teams understand their financials and use them to make confident decisions today, next year, and for the life they want beyond the practice.
About DSO CFO
The numbers should
give you freedom.
Dental-only accounting, tax, and fractional CFO guidance, shaped by firsthand practice ownership and a clear view of what works across hundreds of practices.
Our purpose, our story & our perspectiveDental-only perspective·Accounting·Tax·Fractional CFO·Practice finance
Why we do this
A stronger practice. A more secure future.
Our vision
Practices that grow profitably, owners who plan ahead, and families whose security does not depend on a doctor always being able to work.
Our values
The principles behind
the work.
You went to dental school. You should not have to navigate the business side alone.
Value 01
Only dentistry
From single-location practices to growing groups and DSOs, we work exclusively in dentistry. Your financial guidance should reflect your practice, not a generic business.
Value 02
Partners, not just accountants
We help you and your leadership team understand what is happening, why it is happening, and what to do next. Monthly conversations turn custom dental financials into practical decisions.
Value 03
Plan beyond the practice
We connect cash flow, profit, and practice decisions to your long-term goals. Our sister company, Aligned Advisors, brings a separate perspective on personal wealth planning.
Our story · Austin Moffat
Good income isn’t the same as a plan.
My grandfather built a successful multi-location orthodontic business in Southern California long before groups were common. He lost those practices, rebuilt, and faced another loss when his health forced him to stop practicing. The impact reached far beyond the office.
He was a talented clinician and entrepreneur. What was missing was a plan for the business and the family when life changed. That experience shaped why I chose accounting and corporate finance: to help dentists turn a successful practice into a more secure future.
Owners before advisors
Practice ownership. Industry perspective.
Between 2014 and 2023, we grew a co-owned Southern California dental group from two to eight locations, then sold those practices at a 10× EBITDA multiple.
My work in healthcare accounting and finance began in 2014, with a dental focus since 2018. Today, I personally review the financials of about 250 dental practices every month. Seeing different models succeed and struggle helps us bring better questions, practical strategies, and informed guidance to your practice.
See who we serveConnected support
Accounting, tax, and financial leadership.
01 / A reliable foundation
Accounting
Reliable monthly financials built on a custom dental chart of accounts, so your P&L becomes a tool for managing your practice.
02 / Planning, not just tax timeTax
Proactive tax planning and preparation connected to how your practice operates and where you want it to go.
03 / Financial leadershipFractional CFO
Monthly strategy conversations, associate-hiring forecasts, loan-refinancing analysis, and acquisition reviews to help you decide what is feasible and when to act.
A clearer way forward
Let’s make the financial picture clearer.
A free profit review starts with your questions about profit, overhead, and cash flow. We will discuss what your numbers can tell us and outline a sensible next step.
Request a free profit reviewNo obligation. A real conversation about your practice.