DSO CFO
- Company typePrivate
- Founded2013
- HeadquartersOceanside, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
DSO CFO firmographics
Firmographics- Name
- DSO CFO
- Legal name
- DSO CFO
- Website
- https://dsocfo.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
DSO CFO industry classification
Industry- Product category
- Dental Financial Advisory
- NAICS
- Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Management Consulting Services (54161)
- SIC
- Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Outsourced Finance & CFO Services (BPAHABAE)
- akta.pro secondary industry
- Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)
Keywords
Where DSO CFO is headquartered
LocationHeadquarters
- HQ city
- Oceanside
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DSO CFO business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Accounting Services: Monthly recurring bookkeeping and accounting services for dental practices including monthly oversight, financial analysis, compilation, reporting, bill pay management, bank reconciliations, loan reconciliation, and embezzlement mitigation. Pricing tiers at $450, $750, and $1,050 per month.
- CFO Services: Full-service CFO-level financial management including scheduled monthly meetings with CFO advisors, financial analysis and compilation, KPI tracking, 12-month forecasting, budget setting, cash flow management, vendor management, contract management, practice and debt management, quality of earnings reports, valuations, banking relationship management, and tax planning. Pricing tiers at $1,250, $1,550, and $1,850 per month.
- Free Financial Review: Entry-level consultation providing free financial review to assess client needs and demonstrate value before converting to paid monthly services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic Accounting Oversight - Core monthly accounting and bookkeeping services |
| Subscription | Monthly | Enhanced Bookkeeping - Comprehensive bookkeeping with bank and credit card reconciliations |
| Subscription | Monthly | Risk Management - Embezzlement mitigation accounting services |
| Subscription | Monthly | Essential CFO - Core CFO services with financial analysis and reporting |
| Subscription | Monthly | Strategic CFO - Enhanced services including vendor management and practice analysis |
| Subscription | Monthly | Complete CFO - Full-service CFO with tax planning and strategy |
Go-to-market motion3 records
Distribution channels2 records
Marketing channels4 records
DSO CFO product offering
Product offeringCore offering
DSO CFO provides dental-industry-specific fractional CFO and accounting services to dental practices and Dental Support Organizations (DSOs). Their core offerings include monthly bookkeeping, financial reporting, reconciliations, embezzlement mitigation, and full CFO-level strategic advisory including forecasting, cash flow management, vendor negotiations, valuations, and tax planning. Services are delivered via recurring monthly engagements tailored to multi-practice dental groups and single practitioners seeking growth.
Product overview
DSO CFO provides dental-specific financial services through two core offerings: Accounting Services and CFO Services. Accounting Services includes practice bookkeeping, monthly financial reporting, bank/credit card reconciliations, loan reconciliation, bill pay management, and embezzlement mitigation at tiered pricing ($450-$1050/month). CFO Services provides fractional CFO-level strategic advisory including financial analysis, 12-month forecasting, cash flow management, KPI tracking, vendor negotiations, contract management, practice/debt management, quality of earnings reports, valuations, and tax planning at higher tiers ($1250-$1850/month). The company also offers practice benchmarks and financing/funding support for dental practice acquisition and exit.
Differentiator
Problem solved
Functional benefit
Products and services
- Accounting Services
- CFO Services
Quantifiable outcome
- Multi-practice group transformation from negative 8% net income to break-even in 6 months to 17% net income in most recent quarter
- +4 more outcomes
Companies that use DSO CFO
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles2 records
DSO CFO technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
DSO CFO partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- BoomCloudcoreStrategic partnership for dental membership plan software. BoomCloud provides membership plan management software enabling dental practices to launch, manage, and grow in-house membership programs. DSO CFO references BoomCloud as a 'partner' and collaborated on content about membership plan financials. BoomCloud offers plan builder, landing pages, automated billing, real-time analytics, promo tools, team training, and integrations with practice management software.
- StraineminorDental practice management consulting firm. DSO CFO has worked with Straine client practices, providing financial services as part of broader practice management solutions.
- EassistminorDental billing and insurance support services. DSO CFO has worked with Eassist client practices requiring integrated financial and billing solutions.
- DEO (Dental Entrepreneur Organization)minorDental business growth organization and community. DSO CFO has worked with DEO member practices seeking financial expertise and CFO-level guidance.
- AlignedminorDental partnership and alignment organization. DSO CFO has provided financial services to Aligned client practices.
Scale indicators4 records
Recent moves1 record
Expansion highlights5 records
DSO CFO competitors and assessment
Company assessmentDirect peers
- Bent Ericksen & Associates: Dental practice consulting and HR/legal advisory firm serving dentists and DSOs. Comparable because it provides professional services tailored to dental practice operations and management, intersecting with DSO CFO's financial advisory niche.
- MGE Management Experts: Dental practice management consulting firm offering strategic, operational, and financial coaching to dentists and group practices. Comparable because it sells financial and strategic advisory specifically to dental practice owners, overlapping with DSO CFO's customer base.
- Jameson Management Solutions: Dental practice management consultancy providing coaching, financial benchmarking, and operational consulting. Comparable because it serves dental practice owners with management and financial advisory services competing for the same wallet.
- Cardinal Advisors: Dental-focused CPA and advisory firm providing accounting, tax, and CFO services to dental practices and DSOs. Closest direct competitor given shared niche focus on dental financial management.
Emerging players
- CFO Partners: Fractional and outsourced CFO firm serving small and mid-sized businesses. Comparable business model offering outsourced CFO leadership, though serving multiple industries rather than specializing in dental.
- Sikka Software: Dental practice fintech and analytics platform providing practice performance benchmarks and financial insights. Comparable because it targets dental practices with financial benchmarking and analytics, overlapping with DSO CFO's benchmark product.
- Amplēo (formerly CFO Solutions): Outsourced CFO and finance advisory firm serving growth-stage companies across verticals. Comparable because it sells fractional CFO services similar to DSO CFO's core offering, though without the dental specialization.
- BELAY Solutions: Fractional staffing and outsourced services firm offering bookkeeping, CFO support, and operational roles to SMBs. Comparable because it provides outsourced finance support and competes for the same fractional services wallet.
Broad incumbents
- Henry Schein One: Large dental technology and practice management solutions provider owned by Henry Schein. Comparable as an incumbent serving dental practices with broader technology and operational tooling, where finance/analytics is part of a much wider product portfolio.
- Patterson Companies: Major dental and animal health distributor offering practice management software, equipment, and services to dental practices. Comparable broad incumbent that serves dental practices across multiple products where financial services could be bundled.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
DSO CFO social profiles
Digital presenceDSO CFO financial estimates
Financial estimateRevenue estimate
Valuation estimate
DSO CFO leadership team
Management profileNumber of profiles
Profiles6 records
DSO CFO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DSO CFO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DSO CFO
What does DSO CFO do?
DSO CFO provides dental-industry-specific fractional CFO and accounting services to dental practices and Dental Support Organizations (DSOs). Their core offerings include monthly bookkeeping, financial reporting, reconciliations, embezzlement mitigation, and full CFO-level strategic advisory including forecasting, cash flow management, vendor negotiations, valuations, and tax planning. Services are delivered via recurring monthly engagements tailored to multi-practice dental groups and single practitioners seeking growth.
Is DSO CFO a public or private company?
DSO CFO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DSO CFO founded?
DSO CFO was founded in 2013. It employs 11 to 50 people.
Where is DSO CFO based?
DSO CFO is headquartered in Oceanside, United States, in the North America region.
How does DSO CFO make money?
Three revenue lines are on record. Accounting Services are the primary driver. The others are CFO Services and free Financial Review.
Who are DSO CFO's main competitors?
Direct peers on record are Bent Ericksen & Associates, MGE Management Experts, Jameson Management Solutions and Cardinal Advisors. Emerging players are CFO Partners, Sikka Software, Amplēo (formerly CFO Solutions) and BELAY Solutions. Broad incumbents are Henry Schein One and Patterson Companies.
Does DSO CFO have an API?
No public API is recorded for DSO CFO.
What industry is DSO CFO in?
DSO CFO's product category is Dental Financial Advisory. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of HLABAKAN, Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms). Its NAICS code is 54121 and its SIC code is 8700.