PRICING OVERVIEW
DEEP DIVE FINANCIAL CHECKUP
Included with every CFO Client
or as a one-time Standalone Review
One-time cost of $1,450*
Our Financial Checkup gives you a comprehensive snapshot of your practice’s performance before you commit to ongoing support. You’ll receive:
- A comparative analysis versus industry benchmarks
- A detailed financial report (P&L + balance sheet)
- A breakdown of financial KPIs and patient trends
- A 60-minute consultation with our CFO team to review results and identify next steps
It’s the first step toward running your practice like a business — not just a clinic.
*certain study groups or membership organizations may be eligible for a discounted rate. Contact us directly to inquire at hello@cfodentalpartners.com
OUR PRICING
CFO CONSULTING ONLY
STARTS AT $1,250/MO
Perfect for practices that already have an internal bookkeeper but want expert financial oversight.
Includes:
- Monthly financial reporting package
- Quarterly CFO review
- Cloud-based analytics dashboard
- Unlimited phone, email, and chat support
BOOKS & RECORDS + CFO CONSULTING
STARTS AT $2,850/MO
For those practices that want bookkeeping and CFO support all in one seamless package.
Includes all of previous package plus:
- Full-charge bookkeeping
- Payroll, time-tracking, PTO, payables, and expense management
- Monthly in-depth financial & operational review
- Coordinate with CPA and banker for intermediary financial support
- Monthly Zoom/video call with your doctor and CFO
CUSTOM SETUP
CALL FOR DETAILS
Built for multi-location practices (3 or more) or those with unique operational and financial needs.
Includes all of previous package plus:
- Dedicated dental-specific bookkeeper
- Controller review & analysis
- Weekly cash-flow projection reports
- Quarterly strategic planning with CFO
- Fully customizable setup tailored to your practice's size, structure, and goals
If you’re like us, we always check the price! But keep in mind—the needs of your practice are unique to you and when companies have off-the-shelf pricing that doesn’t adapt to those needs, the imbalance favors them not you.
Owner Daniel Richards, explains our pricing
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We provide peace of mind to practice owners by giving them real-time data in a format that makes sense, so they can make intelligent and well-informed decisions in their practice.
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Contact Info
776 East Riverside Drive, Suite 208 Eagle, ID, 83616
"Comprehensive Business Support Services for Dental Practices" -Financial Services Review
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