Revenue Cycle Management and CFO Advisory for Dental Practices

Improve visibility from production to collections, strengthen cash flow, and gain a custom Dental CFO Dashboard that turns financial reporting into monthly business guidance.

 

AFD CFO Advisory Services helps dental practices strengthen financial visibility, improve revenue cycle performance, and make better business decisions without the cost of a full-time CFO.

Ready for Financial Clarity?

Built for dental practices that need more than bookkeeping

This program is designed for dental practice owners, administrators, and leadership teams who want clearer financial visibility, better insight into collections and receivables, and practical guidance tied to monthly performance.

 

Whether your practice is growing, feeling cash flow pressure, or simply needs stronger reporting and decision support, AFD helps turn the numbers into action.

30+ Years

Deep-rooted experience in high-stakes financial steering.

12+ Sectors

Specialized knowledge across diverse market environments.

$500M+

Proven history of overseeing substantial revenue portfolios.

When the revenue cycle lacks visibility, cash flow becomes harder to manage

Many dental practices generate solid production but still struggle to clearly see how that production is converting into cash. Collections may lag. Receivables may build. Overhead may pressure profitability. Month-end reports may arrive, but without clear interpretation or next steps.

That leaves practice leaders asking:

Are collections keeping pace with production?
Is A/R under control?
Where is cash flow tightening?
What should we address first?

AFD helps answer those questions with a practical Revenue Cycle Management Program supported by ongoing CFO advisory.

A simple framework for better financial visibility and better decisions

Our Revenue Cycle Management Program is built to help dental practices move beyond basic reporting and gain ongoing financial clarity.

Reporting

We organize the financial and revenue cycle information needed to understand
performance.

KPI Dashboard

After the first 60 days of service, clients receive a custom Dental CFO Dashboard tailored to their practice.

Financial Insight

We interpret the numbers to identify trends, risks, and opportunities related to collections, receivables, overhead, and cash flow.

Business Guidance

Each month, we help turn financial results into practical execution priorities that support better business decisions.

A custom Dental CFO Dashboard after 60 days

As part of our program, clients receive a dashboard designed to give practice leadership a clearer view of financial performance and revenue cycle health.

 

Your dashboard may include visibility into:

  • Net Production
  • Net Collections
  • Collection Rate
  • A/R Days
  • Insurance Receivables
  • Patient Receivables
  • Overhead Percentage
  • Operating Margin
  • Cash Flow Trends
  • Production per Provider
  • Hygiene Production
  • Monthly Insight Priorities
  • Callout box:

This is more than a reporting tool.
It is a decision-support tool designed to help practice leadership understand what is happening financially and what needs attention next.

What you receive each month

AFD’s model is designed to go beyond financial reporting alone. Clients receive support intended to improve visibility, strengthen financial discipline, and support monthly decision-making.

Included in the program:
  • Revenue cycle and financial reporting support
  • KPI dashboard visibility after the first 60 days
  • Financial insight tied to actual results
  • Monthly business guidance and priority focus areas
  • Strategic CFO-level support without hiring a full-time CFO

Why dental practices choose AFD CFO Advisory Services

AFD CFO Advisory Services is built for businesses that need stronger financial visibility, more structure, and more strategic support than traditional bookkeeping alone can provide.

Fixed Monthly Pricing

No hourly billing. No uncertainty around every call or meeting.

Custom Dashboard After 60 Days

Each client receives a tailored dashboard designed to improve visibility and support better decisions.

Monthly Business Guidance

We do more than provide reports. We help interpret the numbers and identify what matters most each month.

Strategic CFO Support

Get executive-level financial guidance without the cost of a full-time CFO.

Limited Client Load

Our model is designed for high-touch service and responsive support.

Focused on financial clarity, cash flow visibility, and decision support

AFD works with businesses that need stronger reporting, better financial structure, and practical guidance tied to performance. Our approach is designed to help leadership better understand the numbers, identify issues earlier, and make more informed business decisions.

  • Expert-Led Firm- Company President has 30+ years of senior financial leadership experience, many with fortune 500 companies.

 

  • Strategic CFO Support- tailored to growing businesses.

  • Proven Results- experience supporting revenue cycle and cash flow visibility.

 

  • High-touch service model- we help businesses scale, restructure, and optimize financial performance with a limited client base

READY TO SCALE?

'' I am pleased to offer my strong recommendation for Darrick Jones and AFD CFO Advisory Services. As both a client and an observer of this organization, I have seen firsthand the impact of Darrick’s leadership. AFD has played a pivotal role in providing the high‑caliber revenue management and accounting support that has contributed to our company's record‑setting performances in both profit and cash flow.
Terry Anderson President
CEO, Tenant Property Protection.
AFD’s diligence, professionalism, and steady guidance consistently produce clear and well‑reasoned options that support sound decision‑making and strengthen the overall financial health of our company. I continue to be impressed by the integrity and service‑oriented approach demonstrated by the AFD team in every engagement-Doug Fyfe
Airpark Insurance & Risk Management.
President

Frequently Asked Questions

Q: Is this bookkeeping?

No. This program is designed to provide broader financial visibility and CFO-level guidance, not just transaction processing.

Clients receive a custom dashboard after the first 60 days of service, once the reporting foundation has been established.

No. AFD uses fixed monthly pricing rather than hourly billing.

Yes. This program is designed for practices that need stronger financial visibility and guidance without hiring a full-time CFO.

Clearer insight into collections, receivables, cash flow, and financial performance — along with monthly guidance tied to the numbers.

Get clearer financial visibility across your revenue cycle

Schedule a consultation to discuss your current reporting process, your revenue cycle challenges, and how AFD can help your dental practice improve visibility, strengthen cash flow, and support better decisions.

Ask how the custom Dental CFO Dashboard works after the first 60 days of service.

READY TO SCALE?