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Taking Care of Your Full Financial Life

Interested in working with us?

Please watch this video FIRST to decide if we’re a good match:

Play Video

Still interested?

NEXT, click the calendar link below to schedule an introductory call with us:

Schedule a Call

FAQs

Do you offer buyer representation for purchasing a dental practice?

We offer buyer representation only to dentists who also plan to hire us for their ongoing financial services once they become a practice owner. To learn more about our service for practice owners, watch the video above.

How much do you charge for your services?
  • Monthly accounting, taxes, payroll, & financial planning: ~$1500/month for a single owner, single location practice owner
  • Investment management of 401k, IRAs: .75-1% of assets under management. This percentage decreases as the balance in the investment accounts increases.
  • Practice purchase buyer representation (for future PFG clients): $6,000 flat fee ($2,000 up-front, $4,000 after practice sale closes)
Do you offer your services a la carte?

No, we are a comprehensive dental CPA, financial planning, and investment management firm and our clients use us for all these services.

How much does my practice need to collect annually for it to make sense to work with PFG?

As a percentage of collections, our fees typically make sense for practices collecting ~$900k or more per year, since most dental practices spend about 2% of their collections on financial/tax services.

Does PFG work with partnerships or practices with multiple office locations?

We currently limit our services to solo-owner, single-location practices. We no longer work with practices that have multiple owners or operate multiple office locations.

What does the process actually look like once I sign on with PFG?

We call it the PFG Proven Process — a coordinated roadmap that takes you from your first interview through onboarding (planning, investments, tax, accounting, and payroll) into a recurring annual rhythm of reviews and check-ins, keeping your plan current year after year. See the full PFG Proven Process.