CFOs help you make better decisions about the future: pricing, capacity, cash, and risk. Both are essential. They’re just not the same. Think about it like a vehicle. A CPA is the licensed mechanic who ensures your car is safe and road-legal. The CFO is your crew chief and navigator—choosing routes, pit stops, and race strategy. If you keep asking the mechanic why your lap times are slow, you’ll get great maintenance…and no improvement plan.

Most practices chase growth by doing “more of everything”—more hours, more patients, more services. It feels busy but rarely produces sustained results. Instead, think of your practice as a dashboard with three levers of revenue. If you learn to separate them—and pull one at a time—you’ll grow faster, with less stress and greater clarity.

Consistency is what turns good habits into reliable numbers. Build a checklist so nothing slips through the cracks.

Picture this: the seminar just ended. The speaker was dynamic, the slides were sharp, and the energy in the room was electric. You walk out with a thick notebook of ideas, convinced the next quarter will be different.