Practicecfo
PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.
7-day free trial · no credit card
Verified contacts
47
available on Kipplo
LinkedIn employees
43
11 to 50 range
Open roles
—
no listings
Distinct roles
31
indexed titles
Tech stack
1
tools in use
Monthly traffic
203
organic / mo
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Decision-makers and verified team members
47 contacts with verified email or phone · masked until revealed.
- AW
Aaron Watkins
CFO Advisor · Finance & Accounting
EmailPhone - SW
Sydney Woolery
Director of Sales & Marketing · Sales & Business Development
EmailPhone - DM
Darby Mecham Phillips
Team Planner · Operations
EmailPhone - LR
Lawrence Rand
Associate CFO Advisor · Finance & Accounting
EmailPhone - MF
Marissa Ferraro
People Operations Manager · Human Resources
EmailPhone - BR
Brandon Rodriguez
Senior Accountant · Finance & Accounting
EmailPhone - LM
Liana Manasyan
Customer Service Specialist · Customer/Client Service
EmailPhone - SP
Soledad Pitagan Batuhan
Senior Accountant · Finance & Accounting
EmailPhone - BH
Brandon Hobson
Partner - Chief Investment Officer (CIO) · Finance & Accounting
EmailPhone
Showing 9 of 47 verified contacts
Top roles at Practicecfo
31 distinct titles indexed · top 10 shown.
- 4staff accountant
- 3associate cfo advisor
- 3team planner
- 2business process specialist
- 2investment operations manager
- 2onboarding accountant
- 2partner - senior cfo advisor
- 2senior accountant
- 2tax manager
- 1, &,
- +21more titles
Sign up to unlock all 47 contacts at Practicecfo
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 47 verified contacts at Practicecfo
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