Practice CFO

Your margin is 0% until fixed costs are covered. After that it's about 85%. That's why a slow month hurts more than it looks.

Most owners know their monthly collections. Fewer know the number they have to clear before a dollar is actually theirs.

It's rarely one big mistake. It's twenty small ones that nobody was looking at together.

High income and wealth aren't the same thing. One is what shows up. The other is what stays.

It isn't really about frugality. It's about which direction your spending moves when your income moves — because for most people it rises to meet it without anyone deciding to let it.

Wes Read, on The Dental Boardroom.

AI in Dentistry Requires More Than Buzzwords. It Requires Clean Data
In the Episode 104 of The Dental Boardroom Podcast, Drew Phillips sits down with Kyle Johnson of NexHealth to break down how clean, connected data is transforming patient experiences and reducing front-office overload.
Learn how NexHealth is solving one of dentistry’s biggest challenges: fragmented systems and manual workflows.
Listen here:
https://podcasts.apple.com/us/podcast/104-ai-in-dentistry-how-nexhealth-is-automating-the/id1518344747?i=1000715626932

104: AI in Dentistry: How NexHealth Is Automating the Patient Experience Podcast Episode · The Dental Boardroom · 07/03/2025 · 43m

Unexpected expenses don’t have to derail your practice or your peace of mind.
In the Episode 79 of The Dental Boardroom Podcast, Wes Read, CPA, CFP explains why emergency reserve funds are “sleep insurance” for dentists and how to build them the smart way.
🎧 Listen here : https://podcasts.apple.com/us/podcast/79-emergency-reserves-why-how-much-and-how-to-invest/id1518344747?i=1000701619907

79: Emergency Reserves: Why, How Much, and How to Invest Podcast Episode · The Dental Boardroom · 03/31/2025 · 54m

Dentists! Ready to take control of your financial future in 2026?
Our latest wealth game plan breaks down smart investing, borrowing strategies, and practice growth insights designed just for dental pros.
Build a balanced portfolio, plan responsibly, and grow both your practice and your personal wealth.
👉 Read more: https://practicecfo.com/2026-wealth-game-plan-for-dentists-practical-steps-for-portfolios-and-practice-growth/

2026 Wealth Planning Guide for Dentists and Investors Learn how dentists can prepare for 2026 with smart portfolio choices, borrowing strategies, and financial planning based on current market and economic trends.

Artificial Intelligence is redefining Clinical decision-making in dentistry.
In the Episode 103 of The Dental Boardroom Podcast, Wes Read, CPA, CFP speaks with Mike Buckner of Pearl AI about how AI-driven imaging and computer vision are improving diagnostic confidence, increasing case acceptance by 20–30%, and helping practices do more with fixed cost structures.
A must-listen for dentists focused on growth, efficiency, and patient communication.
Listen here:
https://podcasts.apple.com/us/podcast/103-ai-in-dentistry-how-pearl-ai-is-enhancing-diagnosis/id1518344747?i=1000715349103

103: AI in Dentistry: How Pearl AI Is Enhancing Diagnosis and Case Podcast Episode · The Dental Boardroom · 07/01/2025 · 48m