Pro Fi 20/20

Name

Pro Fi 20/20

Legal name

Pro-Fi 20/20

Website

https://profi2020.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Suwanee

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Monthly Accounting and Bookkeeping Services: Recurring monthly flat fee for comprehensive accounting services including monthly financial statements delivered by the 15th of each month, unlimited phone and email support, and regular Financial Statement Strategy Sessions.
2. Tax Preparation and Planning: Year-round tax services including individual, family, and business tax preparation, mid-year and year-end tax planning sessions, and proactive tax strategy development.
3. Advisory and Consulting Services: CFO services, business valuations, bank loan assistance, practice purchase/sale advisory, entity restructure analysis, and IRS audit representation.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Pro-Fi 20/20 is a dental-vertical CPA firm providing managerial accounting, tax preparation and planning, Profit First cash flow management, business valuations, bank loan assistance, and advisory services exclusively to dental practice owners. Services are delivered on a recurring monthly flat-fee basis with guaranteed financial statements by the 15th, supplemented by year-round tax planning and CFO-level advisory.

Product overview

Pro-Fi 20/20 is a specialized CPA firm serving exclusively dental professionals, offering a unified financial services platform centered on proactive accounting, tax planning, and business advisory. The core offering combines Managerial Accounting Services (monthly bookkeeping with guaranteed financial statement delivery) and Tax Services (year-round planning and compliance) as the primary revenue streams. These are complemented by Profit First Cash Flow Management (a proprietary methodology for practice profitability), Advisory Services (including practice acquisitions, sales, and entity restructuring), Business Valuations, and Bank Loan Assistance. The firm also provides a free Financial X-Ray Consultation as a client acquisition tool and hosts a Pro-Fi Podcast as an educational content resource. All services are tailored to the dental industry vertical, with particular specialization in general/cosmetic dentistry, pediatric dentistry, orthodontics, endodontics, periodontics, prosthodontics, oral surgery, and emerging DSOs/multi-location practices.

Differentiator

Problem solved

Functional benefit

Products and services

• Managerial Accounting Services Monthly accounting and bookkeeping services tailored for dental practices, including guaranteed financial statement delivery by the 15th of each month, CFO-level advisory support, and unlimited phone and email support.
• Tax Services Comprehensive tax preparation and planning for individuals, families, and dental businesses, including mid-year and year-end tax planning sessions and business tax credits consulting.
• Profit First Cash Flow Management Cash flow management methodology based on the Profit First system, transforming dental practices from cash-eating operations into profitable businesses using the formula Sales - Profit = Expenses. Implemented by Certified Profit First Professionals.
• Advisory Services Comprehensive advisory offerings for dental professionals including practice acquisition review, practice purchase and sale support, entity restructure analysis, and IRS/state audit representation.
• Business Valuations Independent business valuation services for dental practices, including fair market value calculations and succession planning support for practice transitions and partner buy-ins.
• Bank Loan Assistance Consulting services guiding dental practice owners through the bank loan process, including loan recommendation, financial document review, and analysis of financing options for practice purchases, equipment, real estate, and working capital.
• Financial X-Ray Consultation No-cost financial review for prospective clients, involving analysis of prior tax returns and current financials to identify opportunities for practice growth.

Quantifiable outcome

• Financial statements delivered by 15th of each month guaranteed or that month is free
• +4 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature3 records

Partnerships

19 partnerships are on record, tiered core and minor.

• ADPcoreImplementation/ SI/ Consulting PartnerHR and payroll solutions provider helping dental practices find comprehensive payroll and HR services. ADP provides payroll processing, HR tools, and compliance support for Pro-Fi clients.
• Art of Dental MarketingcoreGTM or Marketing PartnerDigital marketing agency designing custom solutions for dental practices including websites, local SEO, Google AdWords campaigns, and video marketing.
• CherryminorGTM or Marketing PartnerPatient financing platform offering payment plans up to $35,000 with credit scores down to low 500s, helping increase case acceptance rates.
• Crown Card ServicesminorGTM or Marketing PartnerMerchant services and credit card processing specializing in the dental market with user-friendly portals for dental practice transactions.
• Dental IntelligencecoreTechnology or IntegrationAnalytics and practice management software providing data-driven insights for dental practices to optimize operations and increase profitability.
• DDSmatchcoreImplementation/ SI/ Consulting PartnerDental practice transition firm connecting buyers and sellers through The Trusted Transition Process for practice sales, brokering, mergers, and appraisals.
• Dental Practice NinjasminorImplementation/ SI/ Consulting PartnerAccounts receivable specialists helping dental practices recover unpaid balances and improve patient payment collections.
• E-PromptminorGTM or Marketing PartnerDigital marketing agency specializing in reviews generation, Google Business optimization, and review management for dental practices.
• Engineered Tax ServicesminorImplementation/ SI/ Consulting PartnerEngineering-based tax services firm providing specialized tax planning and real estate related tax strategies.
• Identity Dental MarketingminorGTM or Marketing PartnerCustomized dental marketing solutions and advertising services for dental practice growth.
• Mandelbaum BarrettminorImplementation/ SI/ Consulting PartnerLaw firm providing legal representation for dental practices on various practice matters and transactions.
• McLerran & AssociatesminorImplementation/ SI/ Consulting PartnerSell-side advisory and advocacy services for dental practice transitions and sales.
• Media NVminorGTM or Marketing PartnerCreative marketing and technology integration services for dental practice digital presence.
• Oberman Law FirmminorImplementation/ SI/ Consulting PartnerLegal representation for local, regional and national dental practice clients on various business matters.
• Practice PotentialcoreImplementation/ SI/ Consulting PartnerBusiness coaching for dental practices helping doctors reach full potential through elite phone training and practice management consulting.
• Practice QuotientminorImplementation/ SI/ Consulting PartnerDental fee negotiation services bridging payor and provider communities for improved reimbursement.
• ProsperidentminorImplementation/ SI/ Consulting PartnerForensic accounting firm specializing in dental embezzlement detection and investigation with 30+ years experience.
• TUSK Practice SalescoreImplementation/ SI/ Consulting PartnerPremier healthcare merger and acquisition advisory firm specializing in dental practice transitions.
• US Dental TransitionscoreImplementation/ SI/ Consulting PartnerDental practice transition firm specializing in buying and selling dental practices with comprehensive support.

Scale indicators3 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• Cain Watters & Associates: Texas-based CPA firm exclusively serving dental practices with accounting, tax planning, and practice transition services — the closest direct competitor to Pro-Fi 20/20's niche-specialist model, serving a similar client profile of practice owners seeking dental-specific financial advisory.
• The Dental CFO: Dental-specialized accounting and advisory firm offering monthly bookkeeping, tax planning, and CFO-level advisory to private dental practices — directly comparable to Pro-Fi 20/20 in target customer, recurring service model, and dental vertical focus.
• Edmonds McCarthy & Associates: Dental-focused CPA firm providing tax, accounting, and practice transition services to dentists nationwide — competes with Pro-Fi 20/20 for the same dental-practice-owner segment with similar niche-specialist positioning and service breadth.

Broad incumbents

• Moss Adams: Top-15 U.S. accounting and advisory firm with a dedicated Dental Practice group serving DSOs and multi-location dental groups — competes with Pro-Fi 20/20 in the emerging-DSO / mid-market dental segment, with materially deeper bench, audit capabilities, and geographic footprint.
• Withum: Top-30 U.S. CPA and advisory firm operating a Dental Services Group that provides tax, advisory, and practice management services to dental professionals — a broader incumbent competing for the same dental-vertical clients, particularly multi-location practices and DSOs.
• BDO USA: Global accounting network with a U.S. Healthcare practice that includes dental industry clients — represents the broader-incumbent threat to Pro-Fi 20/20 as larger practices consolidate into groups requiring audit, M&A, and multi-state service capabilities beyond a regional firm's capacity.
• RSM US: Top-5 U.S. middle-market accounting firm with healthcare and dental industry expertise — competes with Pro-Fi 20/20 for emerging-DSO and multi-location dental engagements that require national footprint, audit services, and cross-border tax capabilities.

Others

• Profit First Professionals: The certification and training organization that licenses the Profit First methodology to CPA firms — Pro-Fi 20/20 is a Certified Profit First Professional, making this entity an ecosystem partner and methodology licensor rather than a competitor, but its certification regime is a dependency for the firm's differentiator.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@ProFi2020DentalCPAs
• Facebookfacebook.com/profi2020
• Xx.com/profi2020

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pro Fi 20/20