PracticeCFO in San Diego, CA

Greg Maravilla is very personable and professional. He provides comprehensive information on tax strategies and financial planning for the Dental professional that are beneficial for both the short and long term. Massive ROI.

Wes and his team have been fantastic working with us. We purchased two practices at the same time and threw several challenges at them and they have been amazing. They helped us set up a plan from the beginning, have kept us on track with the plan throughout the year, and have been a joy to work with. These guys are the best.

Without a doubt the most beneficial decision I've made for my business. Cannot say enough great things about PracticeCFO and their staff. They have been such a great asset to myself and my family.

Since signing on with Practice CFO a year and a half ago, my dental practice has thrived, in large part due to the guidance and support of Wes Read and his team. Along with this, thanks to the quarterly financial review and planning meetings and the overall caliber of their services, my "financial IQ" has increased greatly. Simply put, Practice CFO is a phenomenal company in every regard. Wes is a talented, insightful, and highly ethical financial planner and manager. His team is likewise professional, efficient, dependable, and thorough, as well as readily available for any questions or issues that arise. They provide comprehensive services, including accounting, tax planning, retirement planning, business consulting, and expert guidance in dental practice transitions. What is remarkable about Practice CFO is that they don't just look at the business, or just the home expenses, rather they gather and track detailed data on all aspects of my practice and home financial life and analyze it as a complex, constantly moving entity. They do so with an unwavering focus on the goals they helped me set for my business and my personal wellbeing. Additionally, their online financial planning platform and software is fantastic, as it has given me both a bird's eye view of my financial life as well as the means to track and comprehend all of its complex details.

Wes and his team have been awesome. We started with them with a very tricky transition when my brother and I purchased our first 2 dental practices simultaneously in April 2016. They've been instrumental since day 1, and I'm looking at it as a lifetime partnership. He helped us form our Partnerships, our S-Corps, and was extremely organized during the whole process which helped keep us on track with what we needed to get done and when. He never acted like any of my millions of questions were stupid, and thoroughly answered them all. His monthly reports are amazing, as it has all your balance sheet/operating costs itemized, and compared to what the market avg is, and what your goal is. It's very helpful letting you see and understand the numbers and where you could improve, or where you're doing great. He makes a to-do list, and follows up. I would highly recommend Wes and Practice CFO to any dental friends that wanted to help get in a more stable financial position for their future. I feel like being a Dental Accounting Firm and Financial Planning Firm combined into one gives him that much more knowledge about our situation constantly, and helps ensure nothing is missed. He is an honest guy, whose opinion I greatly value, and I feel genuinely wants me to succeed in business and in life. I am very happy to have him, Richard, Janine, Devon, and the others at Practice CFO on our team. Thanks guys!!