Fractional CFO & Bookkeeping · Dental Practices Only

The same financial discipline as the country's largest dental groups — without hiring a full-time CFO.

You know your production numbers. But do you know why your cash flow doesn't match, why collections are down, or what your practice is actually worth? That's what we help you figure out — and fix.

Severino Catipon, Founder of Financial Wellness Pros
Severino Catipon Founder
Sound Familiar?

Is any of this true for your practice?

If any of these sound familiar, that's exactly where we start.

Already have a bookkeeper? We work alongside them — no need to replace anyone.
12+
Years as Regional Director of Finance at Pacific Dental Services
300+
Dental practices helped improve profitability and financial clarity
Day 1
Dental finance fluency — no learning curve on your dime
Why We Exist

We keep your practice financially fit — in the numbers every month, not just once a year. Someone in your corner, watching the numbers with you, before small issues become big ones.

Most practices run their clinical care better than their finances — and it's not their fault.

After 12 years inside one of the country's largest DSOs, watching Owner Doctors work incredibly hard but feel financially uncertain about their own business, I built Financial Wellness Pros to close that gap.

We give independent and multi-location dental practices the same financial clarity and discipline that DSO-backed offices get — production-to-collections reporting, real KPI dashboards, and a finance partner who already speaks dental.

"Severino was one of the most valuable resources I had as a practice owner. My focus is on patient care, so having someone I could trust on the financial side changed everything."

Dr. Vince K. — Owner Dentist, Northern California

What We Deliver Every Month

  • 01Production-to-collections reportingBuilt directly from your Practice Management System — the clarity most practices have never had.
  • 02Monthly financial reviews & KPI dashboardsBenchmark comparisons so you know exactly where you stand.
  • 03Cash flow forecasting & annual budgetingVariance analysis that catches problems before they compound.
  • 04Provider productivity analysisCompensation review and insurance adjustment monitoring.
  • 05Bookkeeping integrated with CFO oversightClean books that feed directly into strategic decisions — one team, not two.
  • 06Lender prep & DSO readinessEBITDA strategy for practices planning their next move.

We integrate with your existing bookkeeper and CPA rather than replacing them.

Engagement Tiers

Built to scale with your practice.

Every tier includes dental-specific reporting, a dedicated financial lead, and direct access — not a call center. Pricing is scoped to your practice size on a diagnostic call.

Tier 01

Insight

For single-location practices that need clean numbers and monthly clarity.

  • Monthly P&L & KPI reporting
  • Production-to-collections tracking
  • Quarterly strategy check-in
  • Direct access to your financial lead
Ask about Insight →
Tier 03

Executive

For multi-location groups preparing for growth, DSO partnership, or a sale.

  • Everything in Guidance
  • EBITDA normalization & valuation prep
  • Lender / SBA loan packages
  • DSO & PE due diligence support
Scope an Executive engagement →
Need bookkeeping too? We pair full-service bookkeeping with any CFO tier — one team, one clean set of books, zero handoff friction.
Ask about bookkeeping →
Client & Colleague Perspective

Trusted by the owner doctors who lived it.

"What set Severino apart was his deep understanding of how a dental practice actually operates. He didn't just report the numbers — he understood what was driving the business."

SF
Dr. Shoghi F.
Multi-Location Practice Owner, Central California

"He can take complex financial data and translate it into clear, actionable insights for practice owners — especially those of us who are more clinically minded."

RB
Dr. Reymond B.
Private Practice Dentist

"Managing financial performance across several offices is complex, and Severino made that complexity manageable — he took the time to build our team's financial acumen."

SR
Stephanie R.
DSO Regional Partner
Get Started

Let's look at your numbers together.

Every engagement starts with a free 20-minute diagnostic call — no pitch, just a real look at your production-to-collections gap, your current reporting, and whether Financial Wellness Pros is the right fit.

Schedule Your Diagnostic Call

Pick a time that works for you — you'll be confirmed instantly.

Get Your Free P&L Review →

Prefer to send your P&L ahead of time? Email it to clientservices@wellnessprosllc.com — not required, but happy to take a look before we talk.

We typically respond within one business day.