Practice CFO

Practice CFO PracticeCFO is a one-stop shop that simplifies both dental practice and personal financial management

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.

AI in Dentistry Requires More Than Buzzwords. It Requires Clean DataIn the Episode 104 of The Dental Boardroom Podcast, ...
12/26/2025

AI in Dentistry Requires More Than Buzzwords. It Requires Clean Data
In the Episode 104 of The Dental Boardroom Podcast, Drew Phillips sits down with Kyle Johnson of NexHealth to break down how clean, connected data is transforming patient experiences and reducing front-office overload.
Learn how NexHealth is solving one of dentistry’s biggest challenges: fragmented systems and manual workflows.
Listen here:
https://podcasts.apple.com/us/podcast/104-ai-in-dentistry-how-nexhealth-is-automating-the/id1518344747?i=1000715626932

Podcast Episode · The Dental Boardroom · 07/03/2025 · 43m

Dentists! Ready to take control of your financial future in 2026?Our latest wealth game plan breaks down smart investing...
12/20/2025

Dentists! Ready to take control of your financial future in 2026?
Our latest wealth game plan breaks down smart investing, borrowing strategies, and practice growth insights designed just for dental pros.
Build a balanced portfolio, plan responsibly, and grow both your practice and your personal wealth.
👉 Read more: https://practicecfo.com/2026-wealth-game-plan-for-dentists-practical-steps-for-portfolios-and-practice-growth/

Learn how dentists can prepare for 2026 with smart portfolio choices, borrowing strategies, and financial planning based on current market and economic trends.

Artificial Intelligence is redefining Clinical decision-making in dentistry.In the Episode 103 of The Dental Boardroom P...
12/19/2025

Artificial Intelligence is redefining Clinical decision-making in dentistry.
In the Episode 103 of The Dental Boardroom Podcast, Wes Read, CPA, CFP speaks with Mike Buckner of Pearl AI about how AI-driven imaging and computer vision are improving diagnostic confidence, increasing case acceptance by 20–30%, and helping practices do more with fixed cost structures.
A must-listen for dentists focused on growth, efficiency, and patient communication.
Listen here:
https://podcasts.apple.com/us/podcast/103-ai-in-dentistry-how-pearl-ai-is-enhancing-diagnosis/id1518344747?i=1000715349103

Podcast Episode · The Dental Boardroom · 07/01/2025 · 48m

Most dentists earn well but still feel financial stress. Why?In the Episode 78 of The Dental Boardroom Podcast, Wes Read...
12/15/2025

Most dentists earn well but still feel financial stress. Why?
In the Episode 78 of The Dental Boardroom Podcast, Wes Read, CPA & CFP, breaks down why spending plans (not budgets) are the key to long-term financial freedom.
Learn how disciplined saving, delayed gratification, and defining “enough” can transform your future.
🎧 Listen now: https://podcasts.apple.com/us/podcast/78-personal-spending-habits-why-dentists-struggle-to/id1518344747?i=1000700791338

Podcast Episode · The Dental Boardroom · 03/25/2025 · 1h 10m

AI is reshaping the future of dentistry and your career.In this inspiring Dental Boardroom Episode 102, Wes Read intervi...
12/12/2025

AI is reshaping the future of dentistry and your career.
In this inspiring Dental Boardroom Episode 102, Wes Read interviews Verific CEO Vivek Kinra to decode real AI applications that are changing how practices operate.

From insurance verification breakthroughs to the truth about AI marketing hype, this Episode is a must-listen for every dentist, associate, and future owner.
Listen Now: https://podcasts.apple.com/us/podcast/102-ai-in-dentistry-insurance-verification-with-vivek/id1518344747?i=1000714876079

Podcast Episode · The Dental Boardroom · 06/28/2025 · 1h 6m

The latest Dental Boardroom Podcast is here!In Episode 136 – 2025 Q4 Financial Market Update, Wes Read, CPA, is joined b...
12/10/2025

The latest Dental Boardroom Podcast is here!
In Episode 136 – 2025 Q4 Financial Market Update, Wes Read, CPA, is joined by Brandon Hobson and Paul for a deep dive into interest rates, the AI “bubble or breakthrough,” the 60/40 portfolio debate, and what dentists should prepare for heading into 2026.

A must-listen for practice owners navigating today’s unpredictable market.
🎧 Listen now:

Podcast Episode · The Dental Boardroom · 12/10/2025 · 56m

The Dental industry is evolving fast. What Every Dental Professional Should Know!In the Episode 77 of Dental Boardroom, ...
12/08/2025

The Dental industry is evolving fast. What Every Dental Professional Should Know!
In the Episode 77 of Dental Boardroom, we explored the financial realities, emerging technologies, operational challenges, and growth opportunities shaping the dental industry.
Key insights included:
• Owner vs. associate earnings
• Best states for dentists
• Staffing + insurance pressures
• AI, digital diagnostics & tele-dentistry
• Why adaptability matters more than ever
Listen to the full discussion:
https://podcasts.apple.com/us/podcast/77-the-state-of-dentistry-in-2025-trends/id1518344747?i=1000695604591

Podcast Episode · The Dental Boardroom · 02/24/2025 · 21m

Thinking about owning your own dental practice but not sure if the time is right?Our latest post outlines 4 clear signs ...
12/06/2025

Thinking about owning your own dental practice but not sure if the time is right?
Our latest post outlines 4 clear signs that you’re ready to make the leap, from stable finances to leadership readiness. If you’re serious about owning a dental office this checklist will help you know when it’s the right time.
Read complete blog here:
👉 https://practicecfo.com/4-clues-you-are-ready-to-own-a-dental-office/

Thinking about buying a dental office? Here are four clear signs you are ready for ownership, based on financial, clinical, and lifestyle factors.

AI in Dentistry with Overjet CEO Dr. Wardah Inam.In this powerful conversation, Wes Read explores how Overjet AI is driv...
12/05/2025

AI in Dentistry with Overjet CEO Dr. Wardah Inam.
In this powerful conversation, Wes Read explores how Overjet AI is driving a new era of diagnostic precision, workflow efficiency, and patient communication inside dental practices.
Topics include:
• FDA-cleared AI for caries & bone level measurement
• AI-powered imaging overlays
• Insurance verification & RCM automation
• Boosting case acceptance with clearer visuals
• The future of AI across clinical and admin operations
Listen here: https://podcasts.apple.com/us/podcast/101-ai-in-dentistry-radiograph-analysis-and-case/id1518344747?i=1000714687341

Podcast Episode · The Dental Boardroom · 06/26/2025 · 57m

Why Dentists Must Prioritize Health & Wellness!In the episode 76 of Dental Boardroom , Wes Read brings on dental coach S...
12/01/2025

Why Dentists Must Prioritize Health & Wellness!
In the episode 76 of Dental Boardroom , Wes Read brings on dental coach Steve Sperry and senior advisor Andrew for a candid conversation about managing the physical and mental demands of dentistry.

They explore:
• Mobility + stretching routines
• Stress management strategies
• Cold plunges & innovative recovery tools
• Sleep, hydration, and daily wellness habits
• The long-term financial impact of poor health

This episode is a must-listen for any dentist wanting more longevity, clarity, and energy in their clinical and personal life.
Listen here : https://podcasts.apple.com/us/podcast/76-why-dentists-should-exercise/id1518344747?i=1000686448175

Podcast Episode · The Dental Boardroom · 01/28/2025 · 1h 3m

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