Fractional CFO Services for Emerging DSOs and Group Practices
Elevate your Finance Department to provide the financial clarity needed to achieve your growth goals.
Is your Finance Department Holding you back?
Let us help you build a scalable financial department that can evolve with your business needs
Do you lack clarity regarding your cash?
Let us help you build a cash management system that ensures proper reserves as well as frameworks for deciding what to do with free cash flow.
Curious what the future holds?
Let us build forward-looking forecasts to predict near-term cash flow and long-term enterprise value.
Achieve Financial Success and Clarity
Partner with Duckett Ladd to transform your Finance Department and experience:
- Timely and relevant financial reporting with analysis for sound decision-making.
- Key metric development and analysis for each practice
- Optimized financial systems and processes including forecasting and cash management
- Insight into key areas upon which to focus to drive sustainable growth
- Key insight into setting proper growth goals and tools to track progress
- Current and Future Enterprise Values with Cap tables updated monthly
- Increased credibility with lending relationships and other key stakeholders
- A financial foundation that supports your growth goals
Our Proven Process
Our Fractional CFO services follow a proven process to ensure your success:
On-boarding Phase (~2 months)
- Deep Dive Diagnosis of the current Finance Department and related people and processes
- Deep Dive into each practice and its’ key characteristics
- Analysis of Dangers, Opportunities, and Strengths of Portfolio
- Alignment to/Creation of short and long-term financial goals
- Analysis of any required special projects to achieve stabilization of the Finance Department
Stabilized Phase (Semi-monthly meetings)
1st Meeting:
- Typically second week of month
- Controller-level review of the previous month’s financial results, metrics, cash flow and related waterfall and updates on special projects.
2nd Meeting:
- Typically last week of the month
- CFO level review of 90-day, 12 month and 5-year rolling forecasts and issue identification/solving
Why Choose Duckett Ladd for Your Fractional CFO Needs?
Duckett Ladd is uniquely positioned to help dental practices elevate their finance departments:
- Years of experience serving hundreds of dental practices
- Heavily invested in understanding the business of dentistry
- Key strategic partnerships with other dental experts
- Experience building out financial departments, systems and processes
- Committed to excellence with no long-term contracts
- Focused on the performance and results of your Finance Department
What Our Clients Say
Our partnership with Duckett Ladd for Fractional CFO services began in September 2023 and it is one of the best decisions we’ve made as a company. Our CEO and I spent several months speaking with other groups who provide similar services, but Duckett Ladd was by far the best fit for our organization, and they have exceeded our expectations. I give them my highest recommendation.
Starting with the onboarding experience and throughout our partnership, we have been very impressed with the personalized approach they took to learn about our organization, our unique needs/goals, and their ability to communicate clearly with us. The Fractional CFO team is adept at analyzing financial data using an easy to digest dashboard, identifying key business trends, and developing actionable plans to drive business growth. The team brings a wealth of knowledge and strategic insight to the table, which was a hole in our organization for some time. Beyond that, they are really good people, and our meetings are always an enjoyable experience. Thank you to the Fractional CFO team (especially Bill and Caleb) for making us a better and more profitable organization.
From David at Pure Smiles
How It Works
Get Started in 3 Simple Steps
1
Step 1 - Schedule Your Discovery Call
Talk to our team and tell us about your situation and goals.
2
Step 2 - Get a Personalized Plan
We’ll analyze your needs and develop a tailored plan to build a world-class finance department.
3
Step 3 - Achieve Financial Clarity and Control
With our Fractional CFO Services, you’ll have the financial data and insights you need to make sound decisions and grow your practice confidently.
FREE DOWNLOAD
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Grab our complimentary resource – 3 Mistakes to Avoid When Scaling.
Phone
(417) 883-6590
Hours
Mon. – Thurs.
8am – 5pm
Fri. 8am – 4pm
Address
4022 S Lone Pine Ave
Suite 240
Springfield, MO 65804
© Copyright Duckett Ladd. All Rights Reserved. Designed by business builders
Duckett Ladd Advisors, LLC is a business consulting, tax and financial services provider and works closely with Duckett Ladd, LLP, an independent CPA firm providing audit, review and attest services. Duckett Ladd Advisors, LLC and Duckett Ladd, LLP operate as an alternative practice structure in accordance with the AICPA Code of Professional Conduct. Because the majority of our services are non-attest, Duckett Ladd Advisors, LLC will be your service provider unless otherwise noted.
