Wes and his team are truly amazing. They have helped us for the past 3 years, and we are so glad to work with them. They helped us establish the foundations of our dental practice, and are extremely prompt about responding to all my messages and get me to the right place. They are not just a CPA firm, but they have a lot of things under one roof such as consulting. The practice consultant he works with, Deb is also amazing. She has helped us through everything! Wes put me in touch with the right people to help my practice grow. Wes is also very detailed. We could not be happier with his services. read more

I cannot say enough good things about everyone at PracticeCFO. Everyone on the team is professional, organized, knowledgeable, helpful and kind. They also respond to emails and phone calls immediately and are always happy to help. They have helped me navigate year to year as a business owner and really went above and beyond this year with all the changes to businesses during the Covid-19 pandemic. PracticeCFO gives me so much peace of mind that my business is in good hands. I am so grateful. read more

As a dentist and business owner I know what I'm good at and passionate about and I know what I'm not so passionate about. I want to focus on doing dentistry and to do that I know I need a team of people around me to make sure all is good. PracticeCFO are as good as it gets. I know with their systems, knowledge, and proactive attitudes, the financial side of my business is well stocked and always looked after. I don't know how I would do it without them. Their reporting, tax, planning and monthly guidance make me so much more successful. I can't afford not to have them on my team. Thanks Wes and Team for all you do for nichole And myself and for our family. read more

Probably the best thing I did for my practice. I have somewhat of an atypical psychiatric practice and Paul (my CFO advisor for almost 3 years now) took a risk by taking on a type of practice that they weren't (at that time) familiar with. Over time, Paul and the rest of the PracticeCFO team has learned the minutia of what we do, and now is able to help advise in a very effective manner. I can't say enough about how helpful PracticeCFO has been. For example, they unwound a nightmare situation with a 401k gone awry. This alone took many many man-hours and countless emails to fix (shout out to Brandon and Paul for that). They have kept my payroll totally dialed in and taxes at the end of the years are a total breeze due to all the planning and adjusting that goes on constantly throughout the year. The accessibility to the PracticeCFO team is awesome, too. If something pops up that I need guidance on, I can get almost immediate assistance. We went from a little podunk practice with 2 employees (one physician and one admin worker) barely breaking even and probably on the verge of bankruptcy, potential tax fraud (sarcasm-not actually committing fraud), and other business disasters. Seriously, my practice would have been dead if I had not stumbled upon Paul and his team when I did. If you are a small practice (dentist, veterinarian, physician, etc.) you are doing yourself a huge disservice by not contacting these guys to help your practice succeed. We as healthcare professionals have been failed by our education and training institutions with regards to how to do anything business minded, let alone run a practice, so let the pros do it. These guys know their stuff and have a nice network of resources. Fast forward after 3 years with PracticeCFO: I have a killer 401k plan blossoming, my taxes are totally dialed, and my practice grows constantly, we are building equity and net worth, and so on. Best of all, I sleep great at night knowing these guys have the $$$ dialed in. Thank you guys so much! Jake Hollingsworth, D.O. https://pacificpsychcenters.com read more

Best Dental Accounting Team in the West! Always responsive and on top of everything. My practice has really grown since I decided to use them about 5 years ago. The metrics and planning meetings are always though provoking and inspirational as a business owner. Would not use anyone else! read more

As a CPA turned DDS I struggled with my previous accountants not providing the level of service I wanted. Practice CFO has the best tools I've seen for personal tax and financial planning in addition to the top tier corporate tax and accounting services. I have been very pleased with the level of quality service. They have started managing my monthly bookkeeping and accounts payable. It is a great system and saves me a ton of time and it allows us to have monthly financial statements within a week of month end. read more

I have been with Practice CFO since 2018 when I started looking to purchase my practice. I was introduced to Greg Maravilla from a broker I was using at the time and have stayed with Greg since. Coming into the dental field with very limited financial knowledge and practice management, I needed someone who can guide me through all the steps of not just purchasing a practice but to learn how to operate day-to-day all awhile planning for something long term for my family. Greg has been nothing but awesome with how he has been helping me out with my accounting needs but they also helped me with almost all aspects of practicing dentistry (patient management, marketing ideas, human resources, and much more). What truly made me appreciate Greg and Practice CFO was how they prepared all of their clients during COVID times and constant inflow of information which would have been extremely hard to find or understand without another person's expertise. They have been sending us updates after updates and literally spend their entire weekend to interpret how the new changes will be reflected going forward. I have been sharing my emails from Practice CFO to my close friends and one of them ended up switching his CPA to Greg and literally thanked me today for introducing him to Greg (which prompted me and reminded me to write this review). Practice CFO is truly the top notch dental accounting firm and I am so very excited to grow together with them. Oh yea and Greg graduated from Harvard.. so yea my CPA is probably smarter than yours ;) read more

This is the best professional services CPA around. I highly recommend them for your business. We work with Wes and he has been fantastic!

Wes knows the business side of Dentistry, simply put. His comprehensive plan will organize your personal and professional finances so you can focus on taking care of patients. Greg M. 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. read more

There are too many good things to say about Wes and his team at PracticeCFO, that I could fill the page. As a new dentist entering to real world of running a practice, they have gone above and beyond to help guide me and teach me. They made my partnership buy in smooth, and they have continued to help keep it smooth and help us running efficiently. The personal financial planning sort of runs hand in hand and they help make everything flow easily from my practice to my personal life and future. On top of all that, they are crazy fast at communication! I get responses within an hour, and at very most within the day. These guys put customer service at the top. I take my referrals very seriously, and recommend them to every doctor I encounter...they are that good! read more

When I first went through the process of buying a dental practice I was set up with the Practice CFO team and they led me through a perfectly planned out transition. For the last 2.5 years I have worked with them and they offer superb services...monthly accounting systems, 401k, financial planning, legal services and not to mention the immediate response to any financial questions I might have. They are much more than your usual CPA firm, they are life planners. I feel confident in my business and financial planning knowing Practice CFO is behind it all. I cannot recommend them enough! If you have the chance to work with them, you will not be disappointed!! read more

My husband and I recently purchased our 2nd practice with Practice CFO's help. When we bought our first practice, we did not do enough 'due diligence' and ended up quite surprised after the transition. For the 2nd office we worked with Greg Maravilla at Practice CFO. He helped us evaluate multiple practices and did the final thorough evaluation of the practice we ended up buying. Greg was always available to answer questions when needed, he helped us see things within the numbers that we would not have seen on our own, and he gave us ideas/tips on how to handle tough situations. He counseled us through difficult decisions and was an excellent resource during the entire process. We also used Deb Eatros (consultant) to conduct a thorough review of the charts. She gave us a full breakdown of what we were getting into and helped us work around some issues. It saved us a ton of time and energy and she gave us better information than we would be able to extrapolate on our own. We are very thankful to the team at practice CFO for their knowledge and expertise. They are also a pleasure to work with! I highly recommend them for anyone who is looking for help purchasing a practice! read more

Can't say enough about PracticeCFO! They are instrumental in helping my business and personal accounting stay organized. The people at PracticeCFO are very friendly and accommodating and are always willing to answer any questions I have. I would recommend them to anyone. read more

Wes and his team are by far the best dental CPA's in California. I have worked with them on several dental transactions and they go above and beyond making sure that all of their clients are well taken care of. There are so many moving parts when buying a dental practice PracticeCFO has developed systems to simplify and clarify the whole process. read more

Great office. Very professional and helpful. They respond to my questions and emails very promptly. It has helped me get my dental office better organized. read more

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, Greg, and the others at Practice CFO on our team. Thanks guys!! read more

Practice CFO continually exceeds my expectations. I have worked with several CPAs in the past and none of them compare to my experience at Practice CFO. They are more than a CPA group-they are a team to support the business side of private practice providing resources for legal, lending, management, taxes, retirement investments, etc. Not only do they provide a full compliment of professional services, they are also extremely responsive and available to meet their clients needs. I highly recommend them and look forward to my continued work with them. read more

I have been in practice for 15 years and have always Taken the time to be on the cutting edge of technology. My Achilles heel always remained in the fact that my CPA was not up on technology in the sense of what having a CFO for your practice should be. To be honest, I was skeptical that I could find better. Wes Reed, The three most important Davids you will ever meet, shout out to David Knittles, Richard, Greg, I could go on ... push me to be better. When I teleconference Or walk in for a meeting, we discuss real time, future, past trends for my dental life and my home life. It is the first time I feel free and hopeful that I can practice dentistry when and for how long I want to. If I had started before I purchased - wow what a game changer. Dump your aka PPO / HMO CPA and move forward with Practice CFO. read more

I just can't say enough about the fantastic service and expertise that Wes Read and his team at Practice CEO have provided me and my Orthodontic practice. Just today I had a one on one (one of many) strategic planning sessions with the team. They covered every facet of my business in detail and discussed ways I could be more profitable, save on taxes and add more to my retirement. If you're considering changing your CPA, don't even give it a second thought. Practice CFO will exceed you expectations! One of the best financial decisions I have ever made. read more

I have been using Practice CFO for the last three years. Wes Read managed the purchase of my Oral Surgery practice and has helped with all my financials since then. As a CPA and CFP you will not find one better. Wes is hard working, honest, and trustworthy. I cannot imagine anyone else managing the financials of my practice. If you are thinking of using Practice CFO in any capacity you will be extremely satisfied with whatever service you need. Highly recommend!!! read more

I love Practice CFO!! They have helped me obtain a practice and maintain a practice. They are incredible people who are on top of everything and make owning and running the business portion of a practice, easy. They couldn't be better for my business and my sanity. They have every detail of the business and taxes taken care of where all I have to do is show up and follow their easy steps to success. Overall I couldn't do what I do without them and I have referred so many people to them because they are honest, caring, compassionate and extremely knowledgeable. They go beyond being an accountant, to business management, financial planning and practice evaluation and sales. I am so lucky to have crossed paths which such an amazing company! read more

Practice CFO is by far the best financial decision we have made with our dental practice. We joined Wes and his amazing team 5 years ago and could not be happier with the service we receive and the financial outcomes we have seen so far. Throughout this latest crisis with the Covid 19 shutdown we have many times looked at each other (my husband and I) and said "what would we have done without Wes?" He kept us up to date as the EIDL and PPP programs were unrolled and made sure we had our applications ready. When our bank seemed to be delayed in their ability to get the applications accepted, he found a new online source and had our office application submitted, accepted and funded within 48 hours. I can always reach Wes when I have questions and have full confidence in his team. They are worth EVERY PENNY of their already reasonable fees. I cannot say enough. Thank you Thank you Practice CFO! read more

The team at PracticeCFO has been so helpful through the process of buying a practice and setting up our office! We appreciate their expertise and feel like our business and personal finances are in a good place with their help. read more