CPA Consulting Services

I take care of your business so you can take care of your patients and clients.

I’m here to help your business thrive

With over 27 years of experience as a seasoned CPA and advisor, I specialize in helping companies, particularly in the healthcare and dental sectors, navigate complex financial and operational challenges. As a fractional CFO, I offer a holistic approach to optimizing business performance, from accounting and tax advice to revenue cycle management and merger support.

Full circle accounting support that goes beyond numbers.

My expertise ensures your practice operates efficiently, meets industry standards, and achieves long-term growth.

Whether you're a startup, in the growth phase, or preparing for an exit, I provide the strategic guidance needed to accomplish your goals.

Services

Outsourced Finance and Accounting. You focus on your clients, while I focus on your finances and operations.

Get the tailored accounting support you deserve. Partner with a CPA who understands your challenges firsthand. Outsource to manage daily transactions, gain the insight of a controller to scale your back-office operations, or a consulting CFO to offer expert financial management and industry-specific advice, I’m here to provide the right level of support for your needs.

  • Basic transactional support including:

    • Accounts payable/bill payment

    • Accounts receivable

    • Expense management

    • Bank reconciliations

    • 1099 creation and filing

    • Transaction recording

  • Benefit from controller-level expertise and guidance. At this level I'll be reviewing financial statements and report the numbers without giving advice:

    • Bank account and credit card reconciliations

    • Cash management

    • Financial statement preparation

    • Accounting software selection and implementation

    • Budgeting, forecasting, and projections

    • Business income tax management

    • Monthly financial close and process improvements

    • Financial statement preparation

  • Tap into CFO-level expertise and insights.

    I will give advice on financials and work directly with your insurance agent, legal and banking team, when necessary. My holistic approach will get all essential people to the table so everyone know what each other is doing.

    • Budget preparation and reporting

    • Cash flow analysis

    • Financial forecasts and modeling

    • Advising business owners on merger and acquisition due diligence

    • Bank financing and investor meeting preparation

    • Cash flow management and projections

    • Contract assessment

    • Financial, business, and strategic planning and implementation

    • Hands-on guidance during transitions (e.g., medical leave, business integration, or leadership succession)

    • Key metric benchmarking and trend analysis

    • Mergers and acquisition support and private equity and debt financing

    • Manage employee benefits

    • Maintain employment records

    • Review revenue cycle management (RCM) reports and results

    • Liaison between medical group and RCM company

My approach

Businesses choose me because I bring years of specialized experience and a holistic approach that goes beyond the numbers. As a fractional CFO and advisor, I not only provide expert financial and operational guidance but also tailor solutions that align with your unique goals and challenges. My deep industry knowledge, particularly in healthcare and dental practices, ensures that you receive insights and strategies that are both practical and effective. I am committed to delivering dependable, accurate, and innovative solutions, helping your business thrive at every stage. My reputation for integrity and problem-solving sets me apart, making me a trusted partner in your success.

What my clients say

  • All of our experiences with Dawn have been top-notch. I have found her to be knowledgeable, professional, thoughtful, and personable. I would use her services again with zero hesitation. She is a true stand-out in the industry.

    Seth W.

  • Great experience, knowledgeable in all financial aspects of the dental business, prompt responses with great explanations of fiscal and management concerns.

    Annie Wallander, DMD

  • Dawn held my best interest in mind and was thorough in communicating what she needed from me to be able to execute a successful outcome. She was excellent work with and I would recommend her.

    Miriam L.

Let me help you drive your business forward.

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