The 30-Day Money-Back Guarantee is our way of ensuring your complete satisfaction with Virtual Practice CFO. When you place an order, you will receive a full working version of our software, not a demo or a time-limited version. If you are not satisfied with the product, then let us know within 30 calendar days of purchase, and we will give you a full refund on the software
Virtual Practice CFO – Getting Results
for your Medical or Dental Practice!
Dentistry
Dermatology
Integrative Medical
Podiatry
Chiropractic
Set Your Plans to Manage Your Practice
The primary elements of a good plan are billable days, patients per day, and average patient charge. The Virtual Practice CFO guides you through the process then compares your results or predicted results to the plan.
Track a Few Valuable Key Indicators in Real Time
By tracking your daily billed charges, patients seen, adjustments and payments you will have the necessary key indicators to see if you are ahead or behind on your plan. More indicators are available for tracking.
Increase Productivity and Encourage Good Habits
Daily you will receive an email with the results and forecasted results that encourage improvement. When the owner and the office manager get the results, it makes them accountable. Accountability motivates the office manager to focus on the most important things, billable days, patients per day, and the average patient charge.
Forecast the Future & Easily Make Course Corrections
A forecast allows you to make course corrections sooner. Along with the training, you will have the knowledge and information to make improvements. We have done over 3,000 engagements, so we also offer one on one sessions for those that want deeper insights.
What Our Clients Say
While we care for patients, like it or not, we also run a business. Before Doctors CFO, I was great at running a practice and terrible at running my business. With Doctors CFO, my practice takes better care of patients, and my business is more profitable than it has ever been and it only takes one hour each month! Doctors CFO is a win for my patients and a win for my practice. I would highly recommend their services to anyone.
Idaho Skin Institute
SERVICES
CFO & Management Consulting
With over 20 years of experience exclusively serving doctors, our Virtual CFO services go beyond basic bookkeeping. We translate your practice data into actionable insights—helping you uncover hidden inefficiencies, boost profitability, and reclaim your time.
Whether you're looking to grow, streamline, or prepare for transition, our strategic guidance helps you move confidently toward your goals.
Virtual Practice CFO
Think of us as your financial co-pilot. With our Virtual Practice CFO service, you gain the high-level financial strategy and day-to-day oversight your practice needs—without the overhead of a full-time hire.
We bring decades of experience, customized reporting, and hands-on consulting to help you make smarter decisions, boost profitability, and free up your time to focus on patient care. Whether you're growing, stabilizing, or preparing for transition, we’re here to help you lead with clarity and confidence.
Management Reporting
Office Mentoring
You can’t reach your goals if you don’t know your numbers. Our comprehensive reporting package gives you more than just spreadsheets—it delivers clear, data-driven insights into the health of your practice.
With powerful visuals, detailed analysis, and performance benchmarking drawn from thousands of practice reviews, you’ll uncover both opportunities and red flags—so you can make smarter, faster decisions with confidence.
Knowing your numbers is just the beginning—implementing change is where real progress happens.
With thousands of hours spent mentoring practices like yours, we specialize in turning complex financial and operational concepts into simple, actionable strategies your team can actually use. From front desk workflows to billing optimization, we guide your office staff step by step toward measurable improvements.
We specialize in bookkeeping and payroll services tailored specifically for medical and dental practices. Our expertise includes managing complex setups—such as separate tax IDs for your practice and real estate entities—while still delivering seamless, consolidated reporting.
By streamlining your accounting systems and integrating everything in QuickBooks Online, we help reduce administrative burdens and provide you with real-time financial clarity across all areas of your business.
Special Projects
Do you have that impossible project you think can't be done. Give us a call, chances are we have already done it.
PROVEN SOLUTIONS
Let’s face it—running a successful practice is no easy task. From marketing and managing staff to understanding your numbers and staying financially organized, none of this is taught in medical or dental school.
That’s why we created the Virtual Practice CFO and Office Manager University—to give doctors and their teams the tools, training, and financial clarity they need to lead with confidence and run a high-performing practice.
6,000
15
150
15,000
CONSULTING
SESSIONS
YEARS
IN BUSINESS
MILLION
MANAGED CLIENT
REVENUES
CUPS OF
COFFEE
FROM OUR CLIENTS
“The pricing model tool has an integral part in helping decide whether or not I should buy new equipment, hire more staff and even gives me vital insight into my coding practices. This tool has become indispensable in my decision making process in nearly all facets of my practice.”
Dr. Wilde
DPM, Podiatrist, Valley Foot & Ankle
“The pricing tool is a very easy to use and easy to understand way to look ahead and see if what your being sold is really a worthwhile investment. I highly recommend using it prior to any major equipment purchase.”
Dr. Stoddard
MD, FAAD, Dermatologist, General Surgeon, Idaho Skin Institute
“The DRCFO pricing model has helped me tremendously to be able to understand how devices or procedures will work for us over both the short and long term. This assistance provides an opportunity to focus marketing efforts, make appropriate purchases, and shift attention to where it is needed.”
Dr. Harp
MD, FAAD, FASDS, Dermatologist, Apex Dermatology
"Doctors CFO is taking the ROI calculation on equipment purchases to a science without uncertainties. Previous decisions that overlooked attached costs like labor are made clear with this very useful tool. The really spectacular result is seeing how the "if's" in decision-making evaporate when variable costs become quantified with this much detail. I definitely recommend using this application before making a large investment."
David
Practice Manager
