For ambitious practice owners, small groups, and emerging DSOs
Find $100k+ in financial leaks within 30 days. Guaranteed.
A dedicated fractional CFO who turns your numbers into clear monthly decisions, so you can focus on your patients and your team, knowing the profits are taken care of.
Book Your 30-Minute CallFree, no pitch deck. Just a conversation.
What does another 90 days of flying blind cost you?
Most dental group owners we talk to are producing more than ever, yet still can't answer the questions that actually decide whether they keep the money.
"Profitable" months that still drain the bank account
Production is up and the P&L says you made money. The bank balance says otherwise.
Until you can see where the money actually went, you'll always stress about cash.
No clean, repeatable way to see what's working
Which locations are carrying the group? Which providers are above break-even?
If the answer takes a weekend of spreadsheet archaeology, you will keep leaving money on the table, instead of in your pocket.
Your CPA and bookkeeper only look backwards
They look backward at taxes and transactions. Nobody is looking forward at hiring, expansion, associate comp, etc.
How will this impact cash flow in 6 months? Is there enough in the bank?
Imagine opening your financials and knowing exactly what to do next
You are focused on being a great clinician or CEO, whatever phase of growth your practice is in. You have great peace of mind knowing that you have a financial plan in place for your practice, providers, and staff.
You feel safe knowing you have 3x months of cash reserves in the bank and financing you can afford lined up for the operatories being built in the fall.
To top it off, you've doubled your income and your tax payments are being handled by your CFO and CPA.
The only thing on your mind is your patients, your team, and how to lead your practice to the next level.
That's what it looks like when every provider and every location has a target, your office managers watch real-time trackers instead of guessing, and one monthly conversation turns the numbers into a short list of actions. You run the group. The numbers stop running you. And you can march forward confidently, knowing you'll accomplish your financial goals.
Everything you get as a Farrell Financial client
A full-time CFO seat for your group, without the full-time salary. Four pieces, each one doing a specific job.
1. Annual Practice Blueprint
Annual planning session where we connect your long-term goals for the practice to the numbers. Production, profit, cash flow, all of it.
You will have specific targets for providers, locations, and staff so you know exactly what needs to happen for the year to be a success.
No more being aimless.
2. Monthly Operating Rhythm
This is where we connect our targets from the Annual Practice Blueprint to the financial results month-in and month-out.
Your fractional CFO will always be monitoring progress towards your annual targets to make sure that your success and achievement is inevitable.
3. 6-Figure Decision Analysis
We do not want you building that operatory, taking on that loan, or acquiring that office without the proper, data-driven decision making.
That's where we come in. No matter the decision, let us put numbers behind it so you can confidently make the call, instead of relying on your gut.
4. "Same-Day" CFO
As a practice owner, you have a lot to handle and a lot thrown at you and we know how busy a practice can get.
That's why when questions come up with you or your team, your CFO is only a phone call away. We don't nickel and dime by the hour, you can reach us whenever you need it.
Results from dental groups like yours
"Andy's been a huge help, especially on the cash flow side. I can see where our cash is headed months out, which lets me plan ahead and keep each location running as smoothly as possible.
He's excellent at what he does, and he really cares about our team. I'd recommend him to any practice owner."
"Andy made the numbers make sense for us. Every month we knew how each office was doing, and our office managers had real targets to shoot for instead of guessing. Anytime we added someone to the team, he'd update the forecast so we could see what it meant for us financially. He's super responsive and easy to work with. He really leaned in as part of the team."
"Working with Andy has made my job a lot less stressful. He's taken everything we've thrown at him and turned it into reporting and a forecast our whole team can actually use. He's been a great sounding board and thought partner when something doesn't look right or when we have real decisions to make."
See what the numbers say about your group before you commit to anything.
The Guarantee
We'll find $100k+ in financial leaks within your first 30 days, or the month is free.
Book Your 30-Minute CallExactly what happens on the call
No webinar, no sales team, no 12-step funnel. Thirty minutes, directly with Andy.
You talk, Andy listens
You'll speak directly with Andy Farrell, founder, formerly in corporate finance at Capital One and FIS.
He'll ask about your locations, providers, and what the numbers aren't telling you.
You'll know if we can help
You will get a chance to understand our processes more deeply, talk about the challenges your are facing currently, and establish whether or not we are a good fit to work together.
If it's a fit, get a FREE assessment
This our chance to get our hands dirty!
If it makes sense for both of us, the next step is a free, high-level financial assessment of your practice: a real look at your numbers before you're ever asked to decide anything.
The questions owners ask before booking
"My CPA already handles our finances."
Your CPA looks backward at taxes and compliance on what already happened. A CFO looks forward: cash flow, per-location economics, and the decisions in front of you. We coordinate with your CPA quarterly; we don't replace them.
"I don't have time to manage another advisor."
This is 100% done for you. You don't build reports, pull data, or prep for meetings. You show up to your calls and make decisions. The whole point is giving you time back.
"Is my practice big enough for this?"
If you have real growth ambitions, yes. We work with single practices planning their next move, small groups, and emerging DSOs. The 30-minute call will tell us both whether the economics make sense for where you are today.
"How is this different from a practice consultant?"
Consultants coach your team on operations and clinical workflow. We own the financial side: cash flow, provider and location profitability, forecasting, and the numbers behind hiring, expansion, and exit decisions.
"What does it cost?"
It depends on your group's size and complexity, which is exactly what the free assessment establishes. You'll see the value on your own numbers before you're asked to invest anything. And the guarantee above means the first engagement pays for itself, or it's free.
Be as confident with your finances as you are with your crowns and implants
One 30-minute call. The clearest financial picture your group has ever had, 30 days after we start.
Book Your 30-Minute Callcalendly.com/farrellfin/30min · Serving dental practices nationwide, remotely