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

Wes Read CPA, CFP®

Rand Samuel, MBA

Paul Lipcius, CPA

Nick Daugherty

Lawrence Rand

Justin Read

Janine Leveille

Greg Maravilla, MBA, CPA, CFP®

Drew Phillips, CPA, IAR

Brandon Hobson, CFA, CPA

Aaron Watkins, CPA

Accounting Team

Finance Advisory Team

Teams at PracticeCFO

Accounting Team

Finance Advisory Team