A short YouTube client-testimonial video (speakers Dr. McDonald and Dr. Mallakis) praising Practice CFO and Wes Read for helping with dental-practice partnership formation, monthly allocation/split calculations, taking over accounting/reporting, onboarding a new dentist, and integrating business and personal financial planning. Both speakers highlight fast, reliable customer service and say they would refer Practice CFO to other dentists.
Chapters
Practice CFO has helped us tremendously in the formation of our partnership because I have been around this block a couple of times where I have bought into a practice and then bought it, bought the full practice from my old partner and I knew what I was getting into. Practice CFO's monthly support has really helped us not have any arguments and everything goes smooth, smoothly every month. There is no questions as to how to split the allocations or how to split our hygiene profits. And they're just been wonderful.
They've really been supportive in helping my side coming in as a new dentist, young dentist, not really knowing anything and understanding. And they've kind of guided me and taught me some business. Some other practices that need to be done that aren't taught in school in the past.
I would do all the reports for the practice and most of the accounting and trying to figure out our monthly profits. Practice CFO taking over that has taken a huge burden off my shoulders. I no longer do any accounting. They really have it honed down to a form that is idiot proof and they can really guide us through what belongs to who whenever comes up, whether it's building related or practice related. And we weren't sure where those numbers would go. Wes and Practice CFO have been instrumental in helping us figure that out. I can't say enough about how important that is that it goes beyond that initial partnership. They make sure that this business marriage works because that's what this is. It's a business marriage between two people monthly.
They're very easy as far as we send them what they need, the numbers, the everything and they take care of the splits. Practice cfo, you know, if they have a question or two, they'll write us back. But for the most part we send them in the information and they get us back the splits, our partnership out, partnership allocations and really just handle everything for us. Practice CFO again. Coming in as a new dentist, I didn't know who to trust. I didn't have a cpa, I didn't have financial advisors, anything out of school. And I was looking for someone to really kind of take care of everything. And I searched around. There was nothing that incorporated the business side and the personal financial side as well as the future planning. And I came upon Practice CFO and after talking with Wes and meeting the team, it seemed like a perfect fit. And after two years now working with them, I've had nothing but high praises to say about them. They've helped me on the business side as well as my personal financial goals and really melded Those to work one.
In one practice CFO's customer service, I would give them a 10. I can count on getting an email back within an hour. I'm not sure how they do it. I could email them at all hours and I will get a response. And that to me is amazing. Their customer service I cannot speak highly enough.
I would absolutely refer to practice CFO to every dentist, even doctor that I know. They handle everything outstanding. They take care of it just with excellent care and excellent precision.
I take my referrals really seriously and I would not hesitate to refer practice CFO to any dentist that wants to take on a partner. I would not think twice about it. They are reasonable in their fees. They are prompt, they're courteous, they're very respected.
