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

The Accounting Team at PracticeCFO is responsible for managing the financial health of clients, ensuring accurate bookkeeping, and providing timely financial reports. They oversee tax compliance, facilitate effective budgeting and forecasting, and guide practice owners through financial decision-making. By integrating accounting services with strategic planning, the team supports clients in achieving their unique financial goals.

Accounting Team

The Finance Advisory Team at PracticeCFO specializes in providing strategic financial guidance tailored to the unique needs of dental, medical, and veterinary practice owners. This team of experienced CFO Advisors collaborates closely with clients to enhance their financial management, optimize tax strategies, and support practice transitions, ensuring that each client's financial goals align with their personal definitions of success. Through personalized advisory services, they empower practice owners to make informed decisions and achieve sustainable growth.

PracticeCFO

Org chart

Teams

Accounting Team

Finance Advisory Team

Offices

PracticeCFO

Org chart

Teams

Accounting Team

Finance Advisory Team

Offices

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