PracticeCFO, San Diego CA

Adore my team at PracticeCFO! Greg is fantastic at what he does and he is so much more than just my accountant. He is a coach and a guide for success!

Justin and his team are great! We loved to have our finances organized as well as having a clear financial plan for the future! Thank you for your help!

This group of professionals have permanently raised the bar for me on expectations in dental consulting, accounting, and wealth management. We have just onboarded with them and cannot believe the level of resolution they provide in our pursuit to get a true picture of our practice now and to help us see what is truly possible. We finally have realistic short term and long teem goals, and action items that will take us to the next level. If only I had gone with Practice CFO sooner!

We have been with Practice CFO and Drew for about 2.5 years now. They helped us with a complicated practice purchase in the middle of COVID and have been a guiding light ever since. Drew's knowledge of dental practice metrics is always impressive; definitely at a higher level than most dentists I know. Our quarterly meetings are more like coaching sessions to steer the ship and ensure we are doing everything to meet our financial goals. Drew and everyone at Practice CFO are world class. If you expect people on your team to perform at a high level, then choosing to work with them is an easy decision.

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.

I was referred by a trusted friend and found an incredible advisor in Drew from PracticeCFO. While I have ZERO extra time to keep tabs on the financial status of my practice as I work in the practice and try to squeeze in some family time, I know he's always working in the background and gives me only the top tier items that will secure my financial freedom. Someday we'll have everything dialed in and running smoothly, largely because of Drew's efforts! He's incredible and brilliant, and most importantly, he knows my practice backwards and forwards!

PracticeCFO was recommended to us by MULTIPLE dentists and after working with them for over a year now we can see why; they are amazing at what they do! My husband and I are both younger dentists and needed some guidance as we continue to grow in our careers and transition to full practice ownership. They have really helped set us up for financial & professional success, and we look forward to growing with them. Thank you Justin and the entire team!

Practice CFO has been an amazing asset to my practice. They help me identify areas where we can improve and give me ideas of how to do so. All the tax planning and retirement aspects are taken care of so I don't have to worry about anything!

Drew, Lawrence, and their team have changed my life. Since buying my own practice 5 years ago, signing up for Practice CFO has been hands-down the best decision I've ever made. They have given me a thorough (albeit painful) true assessment of my current situation, and have then built me a series of checklists and plans, step-by-step, that has helped me get out of a desperate mindset. On my first meeting with them, I thought the changes I needed to make was going to be overwhelming, but with their guidance, I have made changes that have finally given me rest of heart. It wasn't magical. It was very calculated. Drew is pure genius. Lawrence is pure support. And of course, I had to really put myself to work as well. But it has so far been very rewarding. Totally worth it for me. This is the funnest investment I have made for my practice. Thank you, Drew, Lawrence, and team!

Very thorough and thoughtful financial planning meeting. Drew is great at personalizing the plan.

One of the best decisions I made when buying my first practice was partnering with PCFO. They are worth their weight in gold. They are much more than a simple accounting firm, and can provide you with the resources to take your practice to the next level. Professional, responsive, and pleasant to deal with.

We hired Practice Cfo when my husband and bro in law purchased their parents dental practice in 2016. We have worked with Wes, Justin and Aaron mainly. However, all the team members we have worked with have been amazing with their fast responses and willingness to help with most anything we request.
We am so thankful for their advice, personable approach and no nonsense business financial strategies. We have been able to stay on track with our financial goals the past 7 years and I look forward to many more years with Practice CfO. The best has been the twice a year “check ins” with our advisor. These meetings, done virtually, have saved us from surprises in what’s happening in our business and how we need to act in regards to taxes, budget, kids college funds and retirement, to be sure we stay on track. It’s not always easy but the numbers are what they are and in our experience, heeding their advice, we are blessed to live a life we love and spend time with our 3 kids. We would % recommend the team at Practice CFO for your business owner needs.

Professional service. Attention to details. Good communication. Great service
Recommend highly

Greg and team do a great job i’m keeping me on track with honest, informative and straight-talk advice!