Dentists are trained to run great clinics, not to read a balance sheet. EFS Group gives practice owners clear books and CFO-level guidance so you can manage your money and grow your practice with confidence.
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High production doesn’t always mean high take-home pay.
- Production, collections, and insurance write-offs don’t always line up, so it’s hard to tell what you really earned.
- Hygiene, assistant, and front-desk payroll is a big share of overhead — and it keeps rising.
- Equipment, technology, and buildout loans affect cash flow and taxes for years.
- Adding an associate, a second location, or buying a practice is hard to judge without good numbers.
How EFS Group helps dentists
- Monthly bookkeeping that ties production and collections to your financial statements.
- Overhead and staffing cost tracking, with payroll support for hygienists and staff.
- Cash flow planning for equipment purchases, financing, and seasonal swings.
- Proactive tax planning for practice owners.
- Fractional CFO guidance on associates, new locations, and practice acquisitions.
We offer Starter, Intermediate, and Premium CFO packages that combine monthly books, strategy, KPIs, payroll options, and tax planning. View CFO packages and services →
How it works
- Preview — A short strategy call to understand your organization, revenue, pain points, and goals.
- Probe — A detailed look at your books, bank activity, payroll, tax history, and systems.
- Plan — Clear recommendations on the areas that drive cash and profit.
- Present — We walk through the plan together and decide if we’re a fit.
- Put into motion — Cleanup if needed, then ongoing books and CFO support.
FAQ
What’s the difference between production and collections?
Production is the value of the dentistry you performed; collections are what you actually received after insurance adjustments and patient payments. We reconcile both so your reports reflect real cash.
Can you help us decide whether to finance or buy equipment with cash?
Yes. We model the cash flow and tax impact of financing versus paying cash so you can choose with the full picture.
Do you work with single-doctor and multi-location practices?
Yes. We set up the books to show each location or provider clearly, which helps as you add associates or locations.
How can we control staff costs without hurting the practice?
We track payroll as a share of collections and compare it with your schedule and production, so you can make staffing decisions based on data instead of guesswork.
Is your service virtual?
Yes. We work with practices across the U.S. via Zoom and cloud accounting tools.
Ready to get clear on your numbers?
Let’s clean up the confusion around cash, payroll, and tax — and build a financial engine that supports growth.
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