Practice CFO has been an outstanding financial management firm to work with. I’ve worked closely with Greg Maravilla for the past five years, and his expertise in accounting, tax planning, and financial guidance has been invaluable. Greg is incredibly knowledgeable, responsive, and always provides thoughtful, strategic advice. The entire Practice CFO team is organized, proactive, and consistently on top of every detail. If you are looking for a reliable CPA firm that provides excellent accounting support and professional financial guidance, I highly recommend Practice CFO and Greg Maravilla.

So thankful to have a team of experts, especially Justin Read, looking over numbers and trends of the business, setting goals, planning for retirement, and thinking of ways to improve my dental practice. All of this in one meeting strategizing business and personal and I get to do this with such an amazing CPA professional 4 times a year. I look forward to tax strategy with Justin and not many people can say they enjoy doing taxes. I have been a client for at least 10 years their team has really grown a lot but I still get that one on one personal experience which I really value at Practice CFO. Thank you Justin for your continued care and expertise I really value our meetings and how you motivate me to become a better business owner!

Practice CFO is the best investment I have made in myself and my dental practice. I can’t imagine trying to practice dentistry without them. Strongly recommend!

Greg Maravilla and his team are quintessential in keeping my business running smoothly and profitably. I highly recommend Greg and PracticeCFO to help you navigate business ownership. Coupled with financial planning and strategies, Greg is abundantly generous with his time in giving advice and being a sounding board for thoughts and ideas to help you achieve your highest potential. I have the utmost assurance in my success with Greg and his team at the helm!

Drew and his team, shout out to Cameron, have been instrumental in helping me grow and build my practice over this past year. I cannot say enough great things about PracticeCFO especially my CFO Drew Phillips. He has been my advocate and mentor since the moment I met him. He has helped me with purchasing my first practice and has made it his mission to teach me how to grow professionally. I trust Drew with all my practices needs. He has taken over all of our financial commitments for both my husband and I. I really appreciate all of the help he has given me. They are extremely professional and reliable. They do monthly, quarterly, yearly meetings with a full team in place to ensure that we have financial freedom by 55. The detail they use is one of a kind. I really appreciate all of their hard work and I have continued to refer them to many of my friends who are looking to have their financial needs taken care of. Thank you Drew! Also, love listening to you on the Dental Boardroom podcast. Thank you for all of your knowledge and advise.