About the Business
PracticeCFO provides practice owners with comprehensive financial services at an affordable price. We understand the importance of having a primary point of contact that is responsive and caring. Our services aim to guide practice owners to achieve financial success early in life.
We specialize in providing CPA services (tax, accounting, bookkeeping, bill pay), practice financial consulting, personal financial planning, buyer representation in practice transitions, partnership consulting, investment services, and retirement plan services (i.e. 401K) to dental and dental specialty practice owners, medical practice owners.
Our team will integrate all aspects of our clients’ personal and business finances into a holistic plan. We will manage this plan throughout the year to ensure our clients are organized and experience greater financial progress, while eliminating any financial stress in their life.
For more client testimonials, please visit our website and read our Google Reviews.
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- PracticeCFO started to help Dentists and Practice Owners stay competitive in today's market and achieve financial independence earlier in life. Wes Read, CPA, CFP(R) started working with dentists in 2008 and subsequently formed PracticeCFO to provide outsourced business and personal CFO services to these doctors (CFO = Chief Financial Officer). We now have a growing team of CFO Advisers and support team members. We are located in San Diego CA and work with clients both locally and remotely. We have clients in various states.
- (800) 675-2712
- 13400 Sabre Springs Pkwy Ste 255, San Diego, CA 92128
- Visit Website
Opening Time
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Mon
9:00 AM - 5:00 PM
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Tue
9:00 AM - 5:00 PM
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Wed
9:00 AM - 5:00 PM
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Thu
9:00 AM - 5:00 PM
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Fri
9:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed