CFO Sidekickby CFO Dental Partners
In development · Early access opening soon

Your practice's numbers, explained the way a CFO would.

CFO Sidekick reads your practice financials, benchmarks them against real dental practices, and answers your questions in plain English — with the numbers behind every answer.

Free to join, no commitment. Already a CFO Dental Partners client with a login? Sign in.

Ask Sidekick · sample conversationIllustrative data
Is my lab bill out of line?
Sidekick

A little, yes. Lab fees ran 7.9% of collections over the last three months. Practices like yours sit between 6.1% and 7.4% for the middle half of the group — so you're about $2,100 a month above the top of that range.

Two things I'd check before worrying: did crown volume go up (which would explain it), and are any late-paid lab invoices landing in this quarter? Want me to pull lab fees by month next to crown & bridge production?

Sources: your QuickBooks data, Jul–Sep 2026 · CFO Dental Partners general-dentistry peer cohort, 2025

What it does

A financial sidekick that knows dental practices.

Not a dashboard you have to interpret — a second set of eyes that has already read your books and compared them to practices like yours.

Benchmarks against real peers

Overhead, payroll, lab, supplies, rent and marketing compared with a cohort of real practices we work with — segmented by practice type, never identified.

Answers in plain English

Ask the way you'd ask a CFO — "Is my hygiene payroll too high?" — and get a direct answer, the supporting numbers, and where they came from.

Built from the CFO's chair

Trained on how our team explains financials on client calls: encouraging, specific, and focused on what to do next.

Preview

What we're building.

Design previews of the screens early-access members will use first.

Overhead vs. peer practices · YTD
Payroll31.0%
Lab fees7.9%
Supplies6.0%
Rent5.2%
Marketing2.4%
YouAbove peersPeer median

Overhead vs. peer practices

Each expense line against the peer median, with the gap translated into dollars.

Payroll by role · % of collections
Hygiene
9.8%
peers 9.5%
Assistants
8.1%
peers 8.3%
Front office
7.6%
peers 6.4%
Associates
5.5%
peers 5.9%

Payroll by role

Hygiene, assistants, front office and associates, each against peers.

Your September check-in
Three things worth your attention
  • Collections up 6% on August; best month this year.
  • Lab fees above peers for a third month — crown volume or invoice timing?
  • Front-office payroll 1.2 pts above peers; one open role explains most of it.

Your monthly check-in

When the books close, a short summary that flags the two or three items that need attention.

These are design previews, not the finished product — the data shown is illustrative, not a real practice.

How early access works

Small groups, in sign-up order.

Join the list

About thirty seconds. You'll get occasional updates and the odd question about what would help you most.

Invitations in small groups

We open early access to a few practices at a time, in the order people signed up.

Feedback shapes the product

Early members get a direct line to the team building it.

Put your practice on the list.

Early access is free, with no commitment. We'll only email you about CFO Sidekick — unsubscribe any time.

Questions? sidekicksupport@cfodentalpartners.com