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July 2024 by Marcus Spera
I have enjoyed working with Drew, Cameron, and the rest of the team. I feel that my concerns are addressed adequately and carefully, and I also feel that I am not treated as "just a number".
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July 2024 by Robert Bosworth
Efficient meetings with the team. They are very well prepared. Professional service. Attention to details. Good communication. Great service
Recommend highly. I’ve been working with Greg for a few years now and I am very satisfied.
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June 2024 by Nathan Turley
Great group of people that are exactly what I’ve been looking for to help me with both personal and business finances.
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May 2024 by Karyn Danzig
They are the best at what they do!! We are so happy to have found this company and thankful!
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May 2024 by Alireza Khansari
We had a great meeting with Justin Reed today alway very detailed information related to new developments on state and federal regulations I enjoyed the meeting and learned a ton
Thanks
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May 2024 by Tyler Bryan
I have been a client going on 4 years now. One of the best decisions I’ve made for my practice. The in depth metrics, knowledge, advice and attention to detail are invaluable. Worth every penny you will spend for their services.
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May 2024 by nicole vane
Excellent. So strategic. I love speaking with my advisor
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April 2024 by Kyrell Wright
Excellent, attentive and specialized accounting services from this company. My team is wonderful and my lead accountant Greg is phenomenal. Definitely recommend!
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April 2024 by Gerardo A. Toledo D.D.S.
Justin and his team are great! We loved to have our finances organized as well as having a clear financial plan for the future!!! Thank you for your help!!!
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April 2024 by Kerry A
Love working with this company. Greg is great and have always helped even beyond my financial needs. They are very organized and on top of everything. I highly recommend Greg and Randy!
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April 2024 by Paul Dougherty
Great service, advice, and guidance over the years! Highly recommend.
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March 2024 by Danny Hall DMD
Insightful, experienced, and highly competent. PracticeCFO knows their craft well and continually provides applicable, impactful counsel for not just accounting and bookkeeping, but for many aspects related to practice success. The bookkeeping documents are thorough and easy to understand.
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March 2024 by Sandy Shih
Greg and his team are incredibly knowledgeable and thorough! My previous accountant is retiring, and changing your financial home is as big a deal as moving out of your long time physical home. Everyone is so responsive, detailed, and accommodating to my needs. The on boarding process has been very smooth. I love their use of technology to make communication and sharing of information very seamless. They have already started to implement tools to lessen my financial burden and stress. I like that everything is under one roof: payroll, accounting, financial/tax planning for both business and personal! This makes everything function more efficiently. I am very happy with my choice to go with Practice CFO.
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February 2024 by Brandon Cousins
Paul and the rest of the PracticeCFO Team put my mind at ease with purchasing my first practice. They have offered advice and counseling above and beyond expectations, which shows they truly care about the success of my practice…and not just financially. This has been the greatest addition to my Team. So glad I came across Wes’ podcast and made the call (which by the way I had a within hours of making my first inquiry). Top notch service to say the least. You won’t be sorry to have them as an integral part of your Team.
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February 2024 by Evan Matthysse
Drew & Co. are the real deal. If you need financial clarity on your dental business there’s no one else to go to. ?
