Dr. Javier Valadez credits Practice CFO with smoothing his transition to practice owner, teaching him cash-flow management and long-term financial planning. He recommends the firm to colleagues for its personalized, client-focused service.
Practice CFO was great in helping me transition from being an associate to a dental practice owner. Okay? They made the process very easy. Everything they talked about was very easy to digest. And they just made the transition from going to an associate and just to be an owner of a very busy practice, very easy and smooth. Practice CFO is much more than just your dental accountant.
Before I knew I was making money, money came in, money came out. But now working with them, I have a much better sense of.
The cash flow and how to keep more of that money, how to invest it, how to make that money work for you. So they really educate you on money. You know what to do with it. Don't just let it sit there. Don't just spend it all, you know, put away for the future. And then the surplus you do have, make it work for you so you have more in the future. So they're really good about that. I'm very happy with what I've gotten with them so far. You know, before, it was just like. Like I said, money comes, money goes. Now I have a plan. So before, I didn't have a plan. They may. They helped me develop a plan for the future. I have colleagues that work with other accountants. They don't have a plan. They just kind of look at the numbers of the practice, and that's it. There's no plan for the 10, 20 years from now. And with practice CFO, you get that. Practice CFO makes you feel like your only client. You know, like, literally they feel like. I feel like Paul's my friend. Maybe he doesn't feel that way, but he makes me feel like we're buddies. You know, we talk about the business, the office, the numbers, our goals or my goals, and he shares some of his experiences or what his goals are, and. And it makes it more real, like you're dealing with an actual person that cares about you. And they do. I would definitely recommend practice FO to everyone, and I have before to colleagues of mine. They just really cover all their tracks, make sure, if you're going to purchase a practice, make sure that the practice or the transition is smooth.
They look out for you. You're dealing with attorneys, accountants, and they just kind of, sure, everything kind of works together. I think for them, it's personal. You know, they want to see you succeed. You know, I think, like, I literally think Paul gets a rush from seeing me do well. Like, if I have a good month, like, he gets more excited than me, I think. But, yeah, they really take it personal and want you to do well, it's like their mission, you know, to make sure you do all right.
