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The most important business decision you can make is understanding your finances.
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Maven means “expert,” and that’s exactly what we are.
Maven Financial Partners delivers expert financial management and strategic planning to elevate your business. With deep industry knowledge, our tailored solutions ensure you achieve optimal financial performance, enabling you to focus on your core operations while we handle the complexities of finance.
As your dedicated Fractional CFO, we obsess over your business, your financials, and your goals. We cultivate strong, enduring partnerships with our clients, built on trust, collaboration, and a commitment to their success.
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Set goals to carry out your business vision
Unlock data to predict your performance
Create spending accountability to drive growth
Use KPIs to measure progress and drive revenue
Track every dollar flowing in and out of your business
Forecast future profit and growth potential
Our team of experts takes a monthly deep dive into your financial data to understand what’s driving your business. We break down services by profitability, revenue by provider, or expenses to prioritize in your budget. Consider us your on-the-ball CFO, empowering you to make the best decisions for your business.
(And we break it down for you every month.)
Maven provides financial insight to medical spas, plastic surgeons, dermatology practices, and wellness centers. We directly extract financial data for our aesthetics practice owners so they can understand the financial performance of each provider, service, and product. We guide strategic financial decisions, like knowing when it’s time to add another provider, budgeting, becoming profitable, or remaining compliant with an MSO model.
Maven serves dental clients with unmatched industry and financial expertise. With more than 23 years of combined experience in the dental space, we provide dentists an acute understanding of financial performance. Together, we set provider goals, streamline finances, and designate the KPIs that will elevate every aspect of your dental practice. Maven provides financial awareness to help dentists make crystal clear decisions about the next steps for their practice.
We offer CFO services to concierge medicine, veterinary services, wellness clinics, and more tailored to your specific industry of practice. As specialists in healthcare finance, we understand the unique challenges and opportunities in each field to help you secure the financial stability and growth your practice deserves. Working with Maven is your key to gaining financial awareness, clarity, and strategic advice so you can focus on what you do best: serving your patients.
We’re not just financial experts, we’re unparalleled experts in the industries we serve. Most importantly, we’re experts at serving our clients. At Maven, we obsess over your business, your financials, and your goals. We invest deeply in our relationships with our clients. We do more than review finances every month—we help you carry out your vision.
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Sara Trammel, MD
Abilene Beauty Bus
Steven & Renata Roddy
Modern Beauty Con, Roddy Medspa, & Pageant Planet
CHRIS SMITH AND DAVE KROENCKE
Plot Twist Creativity
MICHAEL BYRD AND BRADFORD ADATTO
ByrdAdatto
Rachel Walker, MD
Plastic Surgery Center of Dallas
Mary Robb
Social Practice
KAREN JANITELL & DR. JANNESSA IANNITELLI
Advanced Image Med Spa
David Babington
Legacy Dentistry
Vanassa Sebastian
Connecticut Medical Aesthetics
RUSSELL MANN
Mann Family Dental
Alesya Shumkov MSN APRN, FNP-BC
Honey Aesthetics
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-Improved profitability through cost controls, pricing strategies, and optimized operations.
-Better cash flow management, reducing the risk of financial strain.
-Strategic growth plans that maximize opportunities and minimize risks.
-Streamlined reporting and advising to allow for better financial decisioning.
-Long-term value creation through investor-ready financials and profit optimization strategies.
While the cost of a CFO can be significant, a fractional CFO comes at a portion of the cost. The financial gains and stability they bring often outweigh their expense.
A CFO focuses on strategy, while bookkeepers handle day-to-day financial operations and CPAs advise on tax. Specifically:
-Bookkeepers: Prepare financial statements, categorizes expenses, can manage payroll, and AR or AP.
-CPAs: Prepares and files your taxes. Focuses on the past and advises on tax planning.
-CFOs: Focuses on creating long-term strategy to achieve your financial goals, driving profitability, managing risk, and preparing for growth or investors.
The CFO’s role complements the other functions but focuses on the future, leadership, and vision for your practice.
We support and act as the fractional CFO for healthcare businesses of all types such as medical spas, plastic surgery practices, dental practices, wellness centers, cosmetic surgery practices, concierge medicine, veterinary practices, OBGYN, urgent cares, clinical research sites, and more. Maven intimately knows each vertical and provides industry specific expert financial planning and strategic advice to ensure your business's financial health is on the right trajectory.
Maven Financial Partners is distinguished by our industry-specific expertise, personalized service, and a proven track record in enhancing the financial health of businesses in aesthetic, dental, and healthcare sectors. It's impossible to manage what you don't measure, which is why 90% of our client's retain us for life.
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We’re not just financial experts, though. We’re unparalleled experts in the industries we serve. Most importantly, we’re experts at serving our clients.
At Maven, we obsess over your business, your financials, and your goals. We invest deeply in our relationships with our clients. We do more than review finances every month—we help you carry out your vision.
That’s why a Maven partnership can be transformative. We become a part of your team. Maven gives owners peace of mind and confidence they’re doing the best for their business, clients, and employees.
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