Fractional (Part-Time) CFO Services
Gain the confidence to manage your finances, pay your team, and achieve your business goals with ease.
Simplify Your Financials, Amplify Your Success
Running a dental practice comes with its own set of financial intricacies. Here’s how we tackle them together:
Cash Flow Fluctuations
Making sure money in and out is smooth and steady.
High Operational Costs
Cutting down on the big expenses from staff and equipment, so you keep more of what you earn.
Tax Complexity
Handling your taxes smartly to save you headaches and money.
Irregular Salaries
Ensuring you and your team get paid regularly, no matter what.
We are Profit First Professionals on a Mission to Eliminate Entrepreneurial Poverty.
Financial Care for Dental Care
Just as no two smiles are the same, every practice has unique challenges and aspirations. From handling the daily financial intricacies to strategizing for future growth, we ensure your financial planning is as personalized and dedicated as the care you offer your patients.
Realize Your Practice’s Potential
Choosing our Fractional CFO Services means you're setting your dental practice or service business up for real growth. Here’s the difference our partnership makes:
Enhanced Profitability: Beyond just balancing books, we deploy strategies that increase your earnings, transforming insights into tangible growth opportunities.
Streamlined Operations: We refine your financial processes, cutting unnecessary costs and improving efficiency, freeing up resources for what matters most.
Strategic Tax Planning: Our proactive approach to taxes will help you meet compliance and maximize savings, creating more opportunities to reinvest in your business.
What We Do
Smart Financial Strategies for Your Business
Fractional CFO Services: Tailored financial guidance that aligns with your business goals, helping streamline your financial operations and strategic planning.
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Control and optimize cash flow.
Leverage strategic financial knowledge and tools.
Navigate growth strategically to enhance profitability.
Ideal for businesses seeking top-tier expertise without the full-time cost.
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Monthly financial statement reviews (Balance Sheet, Profit & Loss, Cash Flow) with insights.
A rolling 12-month cash flow forecast.
Projections, budgeting, and goal setting with key performance indicators.
Profit First Coaching: Shift your financial mindset with the Profit First approach, ensuring profitability is central to your cash management strategy.
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End cash flow struggles and ensure regular paychecks.
Enjoy quarterly profit distributions as rewards.
Maintain sufficient funds for taxes.
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Profit assessment and a Profit Blueprint for permanent profitability.
Regular coaching tailored to implementing Profit First for your business.
Expense analysis with regular accountability meetings.
Strategies to grow a business that supports the owner and achieves lasting profitability.
Tax Preparation & Planning: Taxes are complex, especially if you are a business owner.
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Receive tax reduction strategies
Proactive tax planning and tax analysis
Support planning for taxes (instead of being surprised by them)
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Business and personal tax preparation
Regular tax reviews so you’re prepared for your taxes
Strategies to reduce your tax liability
Meet Your Financial Ally, Summer Wilkinson, CPA
As a seasoned CPA and business owner, I've navigated the choppy waters of financial stress firsthand.
My journey from being $115,000 in debt to achieving financial freedom through the Profit First methodology is a testament to the transformative power of smart financial planning. With years of experience and a passion for turning financial turmoil into triumph, I've dedicated myself to helping business owners like you grasp your finances, optimize cash flow, and enjoy the profits you deserve.
Discovering Profit First revolutionized not just my business, but my approach to financial guidance. Now, as a Profit First Professional, I empower entrepreneurs to take charge of their financial destiny, ensuring you have the resources to pay yourself well, invest wisely, and run a streamlined, successful operation.
Ready for financial clarity and freedom? Let's connect and craft a strategy that puts your business profits first.
Transform Your Practice in 3 Steps
1
Book a Discovery Call
Start with a deep dive into your business's heartbeat during a personalized consultation. We'll uncover the essentials: your financial standing, challenges, and aspirations. This is our foundation for crafting a strategy that aligns with your unique goals.
2
Receive your Profit Blueprint
Next, we tailor your Financial Growth Plan, plotting a course for the next 1.5 to 2 years. This roadmap emphasizes cash flow optimization, cost management, and profitability, setting clear, actionable milestones to guide your journey to financial health.
3
Implement & Improve
Armed with your plan, we focus on execution, adopting the Profit First approach to reshape your financial practices. This step is about seeing real transformation, as improved cash flow management begins to fuel your passion, freeing you from the weight of financial worries.
