CFO Services & Bookkeeping
Optimize your practice’s finances
The DEO's CFO services and bookkeeping are a fractional add-on service that gives dental group practice owners the enterprise level financial oversight, clean consolidated reporting, and strategic financial guidance they need to make confident decisions at every stage of growth.
Why practice owners choose The DEO
50%
Higher profit margins
2x
Increased free time
5x
Return on your investment
But more importantly my net profits has gone from some months being in the red to now consistently being 15 to 20% more. And I have gone from working four days a week painfully to working three and a half days a week with an associate and more time off.
I’ve gone from practicing four to five days a week to not practicing at all for the past year. The biggest win has been the connections; having peers I can text anytime who understand the same challenges. That support helped us grow, realize we’re not alone, and build the confidence to keep expanding.
We are now at seven locations and $16 million. Every single one of these events I pull so many great things away from — I cannot put a tangible number on how much of that growth is attributed to DEO but certainly a chunk of it very much is.
Imagine...
Complete financial clarity
Complete financial clarity
Overhead that makes sense
Overhead that makes sense
Decisions backed by real data
Decisions backed by real data
Welcome to The DEO
Financial clarity that actually moves the needle
Most multi location dental practices are making major strategic decisions on incomplete, inconsistent, or unreliable financial data. The DEO's CFO services and bookkeeping change that — giving you the clean books, consolidated reporting, and strategic financial guidance that turn your numbers from a source of anxiety into your most powerful growth tool.
Clean, consistent books across every location
Clean, consistent books across every location
A complete financial picture every single month
A complete financial picture every single month
Financial strategy that connects to your growth goals
Financial strategy that connects to your growth goals
How we can help
Discover what's included
Bookkeeping and financial reporting
Bookkeeping and financial reporting
The DEO's bookkeeping service provides clean, consistent, DEO formatted books across every location — built on QuickBooks Online and organized around a proprietary chart of accounts designed specifically for multi location dental group practices. Every month your DEO fractional CFO delivers a consolidated financial report across your entire organization — a clear, location by location picture of revenue, overhead, collections, and profitability that makes every strategic decision faster and more confident.
Cash flow forecasting and EBITDA optimization
Cash flow forecasting and EBITDA optimization
The DEO's fractional CFO builds and maintains a rolling cash flow forecast that gives you advance visibility into your organization's financial position — eliminating the surprises that derail growth plans and capital decisions. For Executive Circle members and practices approaching PE conversations, the fractional CFO focuses specifically on EBITDA optimization — identifying and eliminating the overhead inefficiencies and collections gaps that are suppressing your organization's true enterprise value.
Strategic financial planning and PE readiness
Strategic financial planning and PE readiness
The DEO's fractional CFO connects your financial performance directly to your growth strategy — building the financial roadmap that makes the next stage of growth possible and preparing the clean, credible financial story that PE partners need to see. For members with PE conversations on the horizon, DEO works through the full financial cleanup, EBITDA normalization, and reporting standardization that due diligence requires.
Executive coaching
Executive coaching
Every DEO coaching member receives twice monthly 1:1 coaching sessions with a dedicated DEO Tribe Coach — a battle tested operator who applies The Profitability Cycle™ directly to your numbers, your team, and your most pressing constraints every single session. Financial clarity is the foundation of every coaching engagement, which means your CFO services and coaching relationship work together as a single integrated system rather than two disconnected resources.
Proven frameworks.
Extraordinary outcomes.
The Profitability Stages™
The DEO's trademarked five stage growth model tells you exactly where you are, what is holding you back, and what you need to do to get to the next level.
The Profitability Cycle™
Every DEO coaching engagement is built around one proven framework that turns financial chaos into intentional, compounding profit at every stage of your growth.
The DEO 5X Return
Every member can expect to earn back at least 5x their coaching investment through real, measurable improvements in profit and growth.
Find out which growth stage you're in
Before you can scale, you need to know exactly where you stand. Take two minutes and find out.
What to expect at each step
Your Growth Accelerator Call
Every DEO CFO services engagement starts with a free 30 minute Growth Accelerator Call. A DEO coach reviews your current financial infrastructure, identifies your primary financial gaps, and outlines exactly how The DEO's CFO services and bookkeeping address them. Whether you are starting from messy books or sophisticated but incomplete reporting, the call gives you a clear picture of what getting to financial clarity actually looks like for your organization.
Financial audit and bookkeeping migration
Once you are onboarded your DEO bookkeeping team conducts an initial audit of your existing books across every location. During this step, they will assess the scope of cleanup required and establish a migration plan to The DEO's standardized QuickBooks Online format. For organizations with significantly behind or disorganized books, The DEO's team manages the full cleanup process and communicates clearly about timeline and what to expect at every step.
First consolidated financial report
Within your first month your DEO fractional CFO delivers the first consolidated financial report across your entire organization: a clear, location by location picture of revenue, overhead, collections, and profitability in The DEO format. For most members this is the first time they have ever seen their organization's full financial picture in a single, comparable, actionable report. The clarity it produces is immediate and significant.
Ongoing financial oversight and strategic planning
From here your fractional CFO relationship deepens with every passing month. Monthly reporting builds a growing financial data set that makes trends visible and decisions more confident. Cash flow forecasting eliminates surprises. EBITDA optimization improves the bottom line continuously. And strategic financial planning connects every financial improvement to the growth objectives your coaching relationship is working toward, so the numbers and the strategy are always moving in the same direction.
Real practice owners. Real results.
DEO members don't just feel better about their businesses — they build fundamentally different ones. Here's what that looks like in practice.
Frequently asked questions
The DEO's bookkeeping is built specifically for multi location dental group practices using a proprietary chart of accounts and formatting standards designed for the dental industry. Unlike a general bookkeeper who records transactions in isolation, The DEO's bookkeeping is formatted to feed directly into the fractional CFO reporting infrastructure and coaching conversations, so your numbers are structured the way your coach and CFO team need them to drive real decisions. The result is financial data that is not just accurate but genuinely useful for running and growing your organization.
The DEO's CFO services and bookkeeping are available as a fractional add-on to any full DEO coaching membership for practices at $1.2M and above. For practices interested in adding financial services to their membership, the best first step is raising it in your next coaching session. Your DEO coach will assess your current financial infrastructure, identify your primary gaps, and outline whether CFO services, bookkeeping, or both make the most sense for your organization right now. Not yet a member? Schedule a Growth Accelerator Call and we will walk you through both the core membership and the financial add-on services that make the most sense for your stage.
The timeline for getting books cleaned up and migrated to The DEO's standardized format depends on the current state of your books and the number of locations involved. The DEO's bookkeeping team conducts an initial audit at the start of every engagement to assess the scope of cleanup required and communicates a clear timeline before any work begins. Most organizations receive their first consolidated DEO formatted financial report within their first month, regardless of where the books started.
"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."
"Seven years ago we had three practices and visions of what we wanted to do but no roadmap and no tools. Today we are at 18 locations and we intend to continue to grow. The DEO broke our business down and helped us rebuild it in a much more effective and efficient way."
"When I joined I think we were doing around $11 million. We do about $20 million now. It was tough to navigate — every day felt like new territory. DEO helped me figure out how to grow strategically without running myself into the ground."
"Before joining DEO I was in the chair five days a week every week. Today I am 95% out of the chair. I have learned that I am far more efficient working on my business than in my business."
"The best thing we learned from DEO is that this is a business for people. Once we started tuning into our doctors, hygienists, front desk, and office managers the business took a different shape. Once you understand the fundamentals lie with the people — the numbers take care of themselves."
"Prior to joining DEO we had one office. We now have four locations — and in that original office we demolished it and built a new one double the size. A lot of it was we just did not know how to do certain things. DEO showed us there was a better way."
"When we started with DEO we had three to four locations. Since then we have grown to eight and we are about to open two more to hit 10. Me and my partner both do not practice full time anymore. DEO helped us understand the strategy behind the growth and gave us the confidence that we could actually do it."
"Talking to groups that are larger gives me a reference for what the future can hold and what the end result can be for us. It gives us motivation to keep going — and helps me see the positive in every situation."
"When we started we had four locations. Now we have 12. I take a month off every year — this last year went to Portugal and Iceland. When I joined DEO in 2018 I was practicing five days a week, had a two hour commute, and two kids under five. It was pretty stressful."
"We did about $6.5 million together last year and we should hit close to $8 million this year. When you start to scale you do not know what you do not know — and DEO stepped in and gave me clear direction and prioritization to say this is what we should be working on now and this is what is coming next."
"We went from $3M to $5M in revenue, and when I look back at all the decisions we've made building our company, The DEO has easily been the most impactful."
"My biggest frustration was I wanted to grow but I did not know how to do it without undermining the special way I take care of patients. I did not want to ruin something that was really good. DEO helped me figure out how to grow in a way that kept our mission going in the right direction."
"I spent nine years thinking the best way to be successful was to be the best clinician I could be. I ignored the business totally. DEO gave me the financial clarity I never had — and this year we are on track to go from $1.6 million to over $2 million."
"Before DEO we were at one location with 11 team members and heavily insurance dependent. We now have three locations, solid team members at all positions, and are moving more and more away from insurance dependence. We are stronger, leaner, and faster than we have ever been."