PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. 

PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.

Insurance

Retirement

PracticeCFO

PracticeCFO's headquarters in San Diego, CA, United States

Wes Read CPA, CFP®

Drew Phillips, CPA, IAR

Marissa Ferraro

Paul Lipcius, CPA

Janine Leveille

Greg Maravilla, MBA, CPA, CFP®

Brandon Hobson, CFA, CPA

Accounting Team

Finance Advisory Team

PracticeCFO

Org chart

Teams

Accounting Team

Finance Advisory Team

Offices

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