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DrCFO
CFO & Financial Services for Medical & Dental Practices

SMARTER NUMBERS.
STRONGER PRACTICES.

Executive financial strategy exclusively for medical and dental practices ready to grow.

We help you understand your numbers, increase profitability, and build a practice you love

TRUSTED BY PRACTICES ACROSS THE UNITED STATES

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choose the level of cfo support you need

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Financial Health

& Valuation

$2,500

One-time Investment

Understand what your practice is worth, how financially healthy it is today and where opportunities exist to increase profitability and value.

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Comprehensive

financial review

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Practice valuation

Strategic recommendations

Action plan

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Annual

/ Starter

$3,500 / year

or $350/month

Save $700 when paid annually

Get the financial tools, training and annual strategic guidance to begin running a stronger, more financially informed practice

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Financial planning tools

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Practice management

training

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Annual strategic review

Most Popular

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Quarterly

/ VIP

$6,000 / year

or $600/month

Save $1,200 when paid annually

Add ongoing CFO reporting, quarterly strategic meetings and direct access to CFO guidance when important financial decisions arise.

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Quarterly CFO reports

Quarterly strategy

meetings

Monthly question support

CFO guidelines for

specific situations

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Monthly

/ VIP Elite

$12,000 / year

or $1,200/month

Work directly with your CFO every month with deeper analysis, personalized strategy and ongoing support for the financial decisions shaping your practice.

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Monthly private meetings

Advanced financial analysis

Personalized planning and strategy

Proactive CFO involvement throughout the year

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WHAT'S HOLDING PRACTICES BACK?

A successful practice needs more than hard work, it needs the right information, the right strategy, and the time to lead.

no clear kpis

reports without direction

no time to lead

You're collecting data every day, but it's difficult to know which numbers deserve attention.

Your reports explain what happened, but they don't tell you what to improve next.

Between patients, staffing, and operations, strategic planning often gets pushed to tomorrow.

that's where drcfo comes in.

We help medical and dental practices turn financial information into confident business decisions

the drcfo method

measure

Analyze

We gather financial and operational data.

We identify strengths, weaknesses, and opportunities.

strategize

We develop an actionable plan tailored to your practice.

implement

We help your team exeucte the plan with confidence.

grow

We track results, refine decisions, and help you keep growing.

Create your custom practice package

Choose the services that fit your goals and get an instant personalized estimate.

No obligation

  • Completely customizable

  • Instant pricing

15+

YEARS OF
EXPERIENCE

hundreds

OF PRACTICE
SUCCESS STORIES

thousands

OF OFFICE
MANAGERS SUPPORTED

MILLIONS

IN PRACTICE 
DATA REVIEWED

Real stories from doctors who have partnered with Carl Stoddard and the DRCFO team

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