Dental CFO Services to Set Bigger Practice Goals
At Virjee Consulting, our Dental CFO Services provide the financial strategy and coaching you need to take your established and growing practice to the next level.
Loved and trusted by hundreds of dentists
What's stopping your dental practice from reaching the next level?
Inconsistent cash flow, rising overhead, overwhelming daily operations, difficulty attracting new patients, inefficient systems — these are not unique problems. Most dental practice owners hit one or more of these walls as they grow. The difference between practices that push through and those that plateau is usually having a financial strategy that addresses them before they compound. That is what our dental CFO services are built to do.
Achieve bigger results with Virjee’s dental CFO services
At Virjee Consulting, we identify what is holding your practice back and give you the tools to set and reach your financial goals. Our dental CFO program combines deep financial analysis, goal setting, KPI tracking, and monthly accountability — so every major decision you make is grounded in a clear financial picture of where your practice stands and where it is headed.
Most dental practices track production and collections — and stop there. We help you identify and monitor the metrics that actually drive profitability: revenue per patient, overhead as a percentage of collections, hygiene reactivation rate, case acceptance rate, and new patient acquisition cost. When you track the right numbers, you stop guessing and start managing.
Between student loan obligations, equipment financing, payroll, and lab fees, dental practice cash flow is more complex than most small businesses. We build a cash flow model that accounts for all of it — mapping your income cycles against your fixed and variable obligations so you always know what is available, what is committed, and what can safely fund your next investment.
What happens to your cash flow if you add an associate? How does adding a second operatory affect your overhead percentage? What does your practice look like in five years if collections grow at 10% annually? We model the financial outcomes of your biggest decisions before you make them — so you can move forward with confidence rather than guesswork.
Practice value is not determined at the moment of sale — it is built over the years. We help you understand what drives your current valuation, which operational and financial improvements increase it most, and how to structure your finances in the years before a transition so you exit on your terms. If you are planning to sell in two years or ten, the financial decisions you make determine what that exit looks like.
Here’s what to expect with our CFO program
Start With Our Doctor’s MBA Course
We share our decades of experience through our Dental CFO Services to help you run a more profitable dental practice. Spend 1 to 1.5 hours with us learning how to master accounting and tax planning, forecast for your practice, and understand key financial concepts.
We Look Under the Hood of Your Practice
We take a thorough look at your practice’s financials, much like an X-ray, to identify areas for improvement and growth.
Set Financial Goals & Next Steps
We help you set clear financial goals and plan your next steps by tracking important metrics and forecasting future results. Our services include budgeting, creating a smart tax strategy, and offering ongoing advice.
Receive a Written Action Plan
Get a clear, written action plan customized for your practice. This plan outlines simple steps to improve your finances, streamline operations, and help you achieve your goals.
Meet Monthly to Stay on Track
Throughout the year, we schedule regular monthly meetings to review your progress, make adjustments as needed, and ensure you stay on track to reach your financial goals.
Receive a Written Action Plan
Get a clear, written action plan customized for your practice. This plan outlines simple steps to improve your finances, streamline operations, and help you achieve your goals.
Meet Monthly to Stay on Track
Throughout the year, our Dental CFO Services include regular monthly meetings to review your progress, make adjustments as needed, and ensure you stay on track to reach your financial goals.
<span data-metadata=""><span data-buffer="">How much is your dental practice worth?
Curious about the value of your dental practice? Try our quick 1-minute calculator! Just answer a few easy questions, and you’ll get a simple estimate of your practice’s worth.
Proven results
Read Our 187 Google Reviews, Rated 4.9!
Find out why our clients love us—read our 187 Google reviews, rated 4.9.
“Over the years, what are some specific ways Virjee Consulting has helped you with your practice, taxes, or financial decisions?”
Dr. Minesh Patel, Floss Dental. Virjee client for 10+ years.
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. 
Trustindex verifies that the original source of the review is Google. Build a Stronger Practice with Virjee’s Dental CFO Services
Have bigger practice goals that you’re struggling to achieve? Get started by filling in a few details to see how Virjee Consulting can help:
About Us
Virjee Consulting, PLLC is a valuable asset to small business owners because we possess the capabilities and professionalism of a large CPA combined with the responsiveness of a smaller firm..
Contact Us
Find out how we can help you with all your accounting and tax needs.
-
7820 Westglen Dr
Houston, TX 77063 - 713-396-3172
- Leave a Review
Newsletter
Sign up for our newsletter and be the first to know about the latest tax news.
A few of our dental CFO FAQs
What does a dental CFO do?
We review your numbers with you every month, set targets with you and help you make the big calls, like hiring an associate, adding a location or buying a building. The monthly review centers on what we call the Fab Five: collections, staff cost, variable cost, fixed cost and EBITDA.
Those five drive both your profit and what your practice is worth when you sell.
When does a practice need CFO services?
When you’re busy but the money going home doesn’t match the work, or a big decision is coming up. Let’s look at an example.
A client joined us with about $1 million in collections, a full schedule and roughly $100,000 a year going home after taxes. When we asked what success looked like, nobody had ever asked her before.
She wanted to work three days a week and own two rental properties within four years, so we built the plan backward from that goal.
How do you build a budget for a dental practice?
We start from a clean sheet with your projected collections, then build staff, lab, supplies and rent on top of that number. Your collections number is the foundation, so we settle it first by talking through new procedures, associates and fee changes.
We do the same thing for our own firm. It’s how we know ahead of time how many people we’ll need to hire instead of reacting when we’re already short.
When should you hire an associate?
Hire when your new patient flow can fill a second schedule within a few months and you have the cash to carry the gap. Let’s look at an example of how we run the math with you.
Say you’re bringing in about 35 new patients a month. Adding an associate might mean running about $15,000 a month negative for four months while the schedule fills, so call it $60,000 out the door.
At that same run rate, the remaining eight months could bring in around $100,000 of profit on dentistry you didn’t do yourself. You put in $60,000 to make $100,000, and that’s the return we weigh together.
How much should you spend on marketing?
Pick a budget that fits your goals and spend it every month, at every stage of the practice. We treat marketing as a fixed cost, because keeping your new patient count steady is part of staying in business.
If you’re spending $5,000 to $6,000 a month, we’d expect your top line to grow about 12% to 14% a year, even before adding implants or bigger procedures. If new patients keep coming and revenue stays flat, patients are leaving out the back door, and we help you find where. Our dental practice valuation calculator shows what that growth does to your practice’s value.