Fractional CFO Services for

Aesthetic

Practices

The most important business decision you can make is understanding your finances.

Team members at Maven Financial Partner specializing in Aesthetic Medicine and Dental Fractional CFO services in RichardsonProfessional financial consultants at Maven FP offering Plastic Surgery Fractional CFO and Dental Financial Advisor services in RichardsonHealthcare business consulting experts at Maven Financial Partner in Richardson, supporting medical and dental practices with CFO solutionsMaven FP team members providing expert guidance as Dental Financial Advisors in Richardson for dental practice growth and strategy
What We Do

Track, Control, & Elevate Business Performance

All the benefits of a CFO for a fee that makes sense for your business.

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.

Team of professionals at Maven FP discussing financial strategies, led by a Dental Fractional CFO Richardson to support local dental practice growth
Who we serve

Aesthetics

At Maven Financial Partners, we serve as the aesthetic medicine fractional CFO for a diverse array of practices in the beauty and wellness industry. Whether you operate a Medspa, engage in plastic surgery, perform cosmetic surgery, or specialize in dermatology, our experts in Aesthetic Practices ensure your financial strategies are as precise and tailored as the services you offer your clients. Trust us to enhance your financial health allowing you to focus on delivering exceptional aesthetic treatments.
Who we help

Dental

In the dental sector, Maven Financial Partners stands out as your dental fractional CFO. Our Best Dental Consultants provide comprehensive financial planning and advisory services tailored specifically for dental practices. As your dedicated dental financial consultant, we help you navigate the complexities of running your practice by helping you make smarter financial decisions, ensuring your practice thrives in today's competitive landscape.
Who we help

Healthcare

For professionals in concierge medicine, veterinary services, and wellness clinics, our financial advisory services are designed to support sectors where personal care and attention are paramount. 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

How We Help

Plan

Set goals to carry out your business vision

Understand

Unlock data to predict your performance

Budget

Create spending accountability to drive growth

Measure

Use KPIs to measure progress and drive revenue

Manage

Track every dollar flowing in and out of your business

Grow

Forecast future profit and growth potential

Maven Financial Partner team collaborating on client strategy, guided by a Plastic Surgery Fractional CFO Richardson to drive growth for local practices
23
Years of Experience
How we work

What Exactly Do We Do?

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.

WE KNOW ABSOLUTELY EVERYTHING ABOUT YOUR BUSINESS.

(And we break it down for you every month.)

PLAN
We work to build your business with you. We listen to your vision, set goals, and map how to get there.
ANALYZE
We do financial magic. We dive into your system, extract all the data for you, and lay it out to help you understand why, when, and how your business is performing.
TRACK
We provide ongoing measurement, meeting with your team routinely to strategize around your financial performance. We plan for what's next, avoid financial pitfalls, and provide accountability.
The Maven FP team of financial professionals specializing in Aesthetic Medicine Fractional CFO Richardson, supporting MedSpa practices with strategic growth
Who we serve

Aesthetics Practices

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.

Who we help

Dental Practices

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.

Who we help

Healthcare Practices

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.

300+
Practices Helped
75+
Combined Years of Financial Advising Experience
17
Financial Experts
Meet Maven

Finances are up close and personal.
So are we.

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.

Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Jessica Nunn

Founder & CEO
Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Christin L. Trujillo

Founding Partner & Sr. Financial Consultant
Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Remington Walker

Operations & Marketing Manager
Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Jordan Sawka

Sr. Financial Consultant
Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Chris Ellis

Sr. Financial Consultant
Professional team member at Maven Financial Partner contributing to Dental Financial Advisor Richardson services for local dental practices

Steve Kehn

Financial Consultant
Learn more about our accomplished team members
View all

Trusted By

Don’t just take our word for it

Working with Maven has helped me feel more organized and educated about the financial health of my business.  Their organization of my books has allowed me to look at employee performance with a non-emotional eye as well as being able to evaluate the profitability of purchasing further equipment, hiring new employees, and taking a monthly snapshot of my business.  I love that professionals are keeping an eye on my financials and providing me with standards for aesthetics specifically.

Sara Trammel, MD

Abilene Beauty Bus

Tammy Pendygraft Profile picture

If you run a med spa then you know...it's a rollercoaster of events, constant data analysis and even worse; emotions. As a spa director, provider and all the other hat wearing chaos I do during the day, the last thing I have time for is the numbers. Maven Financial Partners has given me my life back by taking on this task. They oversee KPI's and budgets, formulate growth strategy and help prioritize monthly spending and so much more. They have gotten my new year on track for great things and I'm actually sleeping well again. Thank you Maven to your entire team, it has been such a job working with you all.

Tammy Pendygraft

Dr. Amir Rouzati Profile picture

Running a busy medial aesthetics practice, utilizing Maven Financial Partners to oversee our key performance indicators, was one of the best decisions I made. The entire team at Maven Financial Partners went beyond the call of duty on every quarterly review, and in particular Chrsitin and her team completely exceeded my expectations. Thank you Maven Financial Partners and Team for analyzing all our data, and KPIs and helping us formulate our growth objectives and staying on course.

Dr. Amir Rouzati

brad crerar Profile picture

I have been working with Maven for a couple years now and can honestly say they have been the best investment I have made in regard to consultants. I’ve tried many vendors and consultants for other aspects of my business but none have followed through on their promises and provided as much value as Maven has. In particular, Chris and Jessica have been such an amazing support system for us and I don’t know where we would be without them. Can’t recommend them highly enough!

brad crerar

Benjamin Tolley Profile picture

Maven Financial Partners has drastically changed the way I look at my dental business. For the last few years, they have been instrumental in the vision and growth of my company. Their organized presentations with my leadership team and I have really helped our massive growth and helped us to understand the levers of our industry. Many thanks to Jessica and her extraordinary team!

Benjamin Tolley

Justin Marti Profile picture

Maven has been instrumental in assisting our law firm to meet revenue targets. The ability to dial down into each team member's performance and measure KPIs has been a game changer. Thank you to Jordan and the whole team for helping to keep us on track!

Justin Marti

Karen Janitell Profile picture

I cannot sing the praises enough of this amazing company and what they have done for us. Christin always goes way beyond to make you feel valued and comfortable. Before Maven we had no real idea of what was going on and where we needed to make improvements. We were kind of like a boat out to sea with no one to rescue it. Then we had the amazing opportunity to go with maven and we no longer felt alone. Tha Maven team never makes you feel stupid about what you don’t know and they always make you feel better about what they do know so that you can make the best decisions possible. they make understanding your business easy because of all the work they do, and they always have wonderful recommendations. I wish I could tell everyone about them so no one would waste time and money or just prevent owners from feeling alone when you’re trying to run a business. The entire team we work with couldn’t be smarter, or kinder. We actually understand our business so that we can make improvements and tweak where we need to. I just can’t say enough nice things about this company and the people who make it happen for us every month!

Karen Janitell

Mary Robb Profile picture

Hiring Maven was the best decision I could've ever made for my business. Many of the daily decisions we make start or end with can we afford it? Working with Christin and Hailey has been a dream come true and they're always so kind to answer any questions I have around where we're at financially. It brings me peace of mind knowing that each month we'll have a clear understanding of where we're at, if we're on target, and where we need to pivot if needed. I can't recommend the Maven team enough, Jessica and Christin are truly exceptional leaders and the work they produce for their clients is outstanding. 10/10 recommend.

Mary Robb

Business Director Profile picture

I have been working with Maven for a couple years now. Jordan and Jessica are great! I would recommend their services to any business getting started as well as seasoned business owners!

Business Director

Steven Roddy Profile picture

Highly recommend. Hiring Maven has helped my companies increase their profitability. They do this buy using the P&L statement to tell a story about my business. This story helps me identify where we can improve. One of their simple suggestions added an extra $3,000 net revenue per month to one of my companies. Very thankful to have been introduced to the team.

Steven Roddy

Vanassa Sebastian Profile picture

We have been working with Maven for years! Christin and the team have helped us achieve incredible milestones we did not think was even possible. They have truly changed our business for the better. I cannot say enough good things about Maven!!

Vanassa Sebastian

David Babington Profile picture

Maven Financial Partners are amazing. The amount of information and level of detail they provide about my dental practice is incredible. I went from wondering "what was my overhead last year?", to really understanding, every month, the financial health of my practice. They help me celebrate successes, and they identify areas that we need to be aware of. They are incredibly responsive whenever I have a question, and their answers are always thoughtful and helpful. Working with Maven has been one of the best and most impactful decisions I have made for my practice, and I'm so grateful that I found them!

David Babington

Jennifer Fleming Profile picture

I don't know what else to say other than HIRE MAVEN! Maven has become an essential part of my team and I feel confident that they ALWAYS have my best interest in mind. For the small business owner that wants to elevate their game and dive deeper into truly understanding your financials then this is the team for you.THANK YOU MAVEN!!!

Jennifer Fleming

Elizabeth Pereira Profile picture

Partnering with Maven is a must for any business owners looking to improve efficiency and navigate finances. I highly recommend any medical spa owners invest in Maven!

Elizabeth Pereira

Ellen Hosein Profile picture

Ellen Hosein

Brianna Vincent Profile picture

Incredible team providing an incredible service that has been a game changer for my Medical Aesthetics practice. We were thinking about starting with Maven for over a year and my only regret is not pulling the trigger sooner - one of the best decisions I've made for our business so far! I believe any practice large or small can benefit from their industry expertise and customer-focused reporting and business projection!

Brianna Vincent

Erica Crawford Profile picture

The team at Maven Financial Partners is incredible. They really understand how medical and aesthetic practices work and take the time to explain things in a way that actually makes sense. Instead of just handing over reports, they help you see what the numbers mean and how to use them to grow your business. They’re responsive, smart, and genuinely care about helping practices succeed. Couldn’t recommend them more.

Erica Crawford

Dr. Angela Sturm Profile picture

Maven has provided incredibly helpful monthly reports, data for KPIs and support for expansion that has helped us to grow. Andrew is so responsive and helpful!

Dr. Angela Sturm

T P Profile picture

Amazing experience! We have been working with maven for two years and they have really kept us doing the work needed to improve and grow. If you are willing to listen and do the work, positive improvements will happen. They WANT you to succeed and improve and you can feel that each meeting!!

T P

Michelle Burlison Profile picture

Very well trained and knowledgeable team that provides invaluable financial guidance and analysis to their clients.

Michelle Burlison

John Gwin Profile picture

Maven has proven an integral partner to The Auctus Group, my RCM business. We service similar customers in complimentary ways...and having a partner like Maven is invaluable. Simply put, we look better when we introduce or collaborate with Maven.ServicesBusiness consulting

John Gwin

Michael Byrd Profile picture

ByrdAdatto works closely with Maven with many mutual clients. They are fantastic and I highly recommend for any practice who wants to understand the story that their financials are telling and who want strategic guidance with identifying and tracking key financial metrics. More importantly, they are all great people and easy to work with.ServicesBusiness consulting, Financial coaching

Michael Byrd

Dean Arrigoni Profile picture

We have been very happy with Maven. Steve and Jessica have been a huge help organizing our finances.They are very knowledgeable about the medical aesthetics space and the MSO-PC model. I’ve been impressed with their spreadsheets they input all of our accounting data into and how easy it is to pull KPIs from them. We have monthly meetings to review our performance and forecast future performance.One of the things I really like about working with Maven is they truly feel like a partner in our corner. They are easy to talk with and bounce ideas off of. They have a great network of referrals if you need any other professionals.One other point I can speak to is that they also network really great amongst themselves. If Steve doesn’t have an answer for me, he’ll make it a point to ask his other colleagues that are working with other medical spas about it. So their knowledge of what industry standards are is very current and accurate.I can't recommend Maven enough, they are a very professional organization with really great, knowledgeable people and we are proud to have them on our team!

Dean Arrigoni

Ben Graham Profile picture

Kelsey and team are awesome! Super responsive and great to work with!ServicesBusiness consulting, Financial coaching

Ben Graham

Kori Borneman Profile picture

We started with Maven 5mo ago and our only complaint is that we didn’t start sooner.We’re a single location med spa and have been open 2years. Hailey is amazing and we actually love looking at our numbers now that she is able to give objective ways on how we can make more money with small intentional changes. Highly recommend this team!ServicesFinancial coaching

Kori Borneman

Michael Antosy Profile picture

I’ve sent quite a few of my clients to Christian and Jessica at Maven Financial Partners, and the feedback is always the same — they’re amazing. These two just have a real gift for helping med spa owners make sense of their numbers and see where the money’s really being made (or lost).What I love most is that they’re not “finance people” in the intimidating sense — they’re relatable, down-to-earth, and actually care about helping owners run stronger, more profitable businesses. Every client I’ve referred has walked away with a clearer plan, more confidence, and a lot less stress about the financial side of things.If you’re running a practice and want to get your finances dialed in with people who genuinely care, you need to partner with Maven.

Michael Antosy

Ericka McCarron Profile picture

Working with Maven has been one of the best decisions we’ve made for our practice. We work with Steve Kehn, who is sharp, organized, and genuinely invested in our success. He’s helped us tighten up financial systems, plan strategically, and see the story behind the numbers in a way that actually makes sense. The team at Maven is a trusted financial partner who understands the pace and demands of our busy aesthetics practice. Highly recommend to any owner who wants clarity and confidence in their numbers.ServicesBusiness consulting, Financial coaching

Ericka McCarron

Ron Clayton Profile picture

I have worked with this team for several years & I can’t recommend Maven Financial Partners enough! The entire team is outstanding — they truly care about each and every client and go the extra mile to help you reach your goals. It’s rare to find a group this dedicated and genuine.ServicesBusiness consulting

Ron Clayton

Brad Crerar Profile picture

Can’t speak highly enough of the team at Maven. So many small business consultants and vendors promise the world and underdeliver, but Maven goes above and beyond to ensure their clients are properly informed and prepared for anything that comes in their business. Chris and Jessica in particular have been instrumental in helping me grow my business more than even I thought possible over just 2 years with them

Brad Crerar

Katrina Retallack Profile picture

I am a big fan of Christin and the team at Maven FP. Their expert knowledge and genuine care they provide to their clients has always impressed me. If you are in the dental, medical or aesthetics industry and looking for growth partner to help take you to the next level, I highly recommend reaching out to Maven Financial Partners.

Katrina Retallack

Mason Grieser Profile picture

One of the best resources available for anyone scaling a med spa business, and a crucial piece of the puzzle to getting optimal results! Can’t recommend Maven enough to my clients.

Mason Grieser

Hannah Curtis Profile picture

Simply the best & so valuable!ServicesBusiness consulting

Hannah Curtis

KLH Profile picture

Maven Financial Partners is hands-down one of the most important conversations my medical aesthetics clients can have. From securing capital to crafting that oh-so-critical pro forma, Christin and her team deliver unmatched expertise in financial strategy, industry benchmarks, and purposeful investment. They’re not just smart—they’re ridiculously smart, thorough, and always available with warmth and professionalism. As a medical aesthetic practice consultant, I consider Maven a valued partner in building autonomous, results-driven practices. I would never recommend anyone else.

KLH

Jason Bloom Profile picture

I truly can't say enough great things about Maven Financial Partners! In the 6 years that I have owned my own practice, this may have been one of the best decisions I have made. I have so much more clarity and granularity with my practice numbers and the monthly meetings are keeping my finger on the pulse of what is happening. Additionally, everyone that they have introduced us to in order to complete special financial products has been outstanding. Highly recommend them to anyone that owns and operates their own practice and/or MedSpa.ServicesBusiness consulting, Financial coaching

Jason Bloom

Sean Ghassem-Zadeh Profile picture

My experience with Maven Financial Partners is nothing short of amazing. The entire team, and notably Chris Ellis, has been helpful, supportive, and communicative as I work to elevate my understanding of the financials of my business. Their knowledge and expertise has been a huge benefit and I would strongly recommend working with Maven FP to any business owner looking to better understand the financial side of their business.

Sean Ghassem-Zadeh

Speakeasy Bookkeeping Profile picture

Partnering with Maven Financial as our CFO referral has been fantastic! Their expertise has brought immense value to our clients, enhancing their financial strategies and overall success. The team is responsive, professional, and deeply invested in delivering results. It's reassuring to know we can rely on Maven to provide outstanding financial guidance. Highly recommend working with them!

Speakeasy Bookkeeping

Integrity Wellness MD Profile picture

The team at Maven Financial is simply the best! As a small business owner, I had managed my finances the best I could, but I never had anyone give me a "top level" view. My CPA and bookkeeper couldn't help me with the day to day budgeting or how to achieve my overall financial goals. Andrew has given me in depth data every month about my revenue, costs, and cash flow. Knowing how to adjust is crucial to my profitability, and I get the numbers I need to do so. I also get advice on pricing, programs and cost management that reflects his expertise in the world of medical practices. This team is worth every penny!!ServicesBusiness consulting, Financial coaching

Integrity Wellness MD

Amir Ghaznavi Profile picture

Maven has been an incredible asset to my plastic surgery practice. They serve as our fractional CFOs and have completely transformed how we plan our finances at our practice. Their team is strategic, responsive, and genuinely invested in helping our practice grow. From forecasting to budgeting and decision support, they’ve given me the clarity and confidence to scale responsibly.I highly recommend it to any medical or aesthetic practice looking for trusted financial guidance. They’ve truly made a difference for us.ServicesBusiness consulting, Financial coaching

Amir Ghaznavi

Tommy Morales Profile picture

Solid company, good partnership & leading the industry.

Tommy Morales

David Pryde Profile picture

Top notch advice, analysis, and strategy for small to medium size med practices! Christin and team are excellent.

David Pryde

Joseph Repay Profile picture

Chris and the rest of the team have been game changers for me and the financial understanding and health of my practice. It has been one of the best professional decisions I have made to work with them and I would recommend them to anybody.

Joseph Repay

Jane Tower Profile picture

ServicesBusiness consulting

Jane Tower

Cecil G Profile picture

When I opened my business, the numbers were what scared me the most. Like many entrepreneurs, I knew my craft and had the vision, but the financial side felt overwhelming. I honestly thought I needed to find a business partner just to balance what I lacked. Then I discovered Maven Financial Partners and learned about the power of having a fractional CFO.Since joining Maven in May 2024, my business has completely transformed. I went from being a one-woman show to now having three employees and expanding from a single salon suite to a 1,700 square foot space. My consultant Jordan is incredible. She’s knowledgeable, patient, and always available when I need guidance. She helped me understand my numbers, plan with intention, and secure my SBA loan with confidence. I look forward to our monthly calls because they help keep everything on track and give me the clarity I need to make smart decisions. Maven feels like a true partner in my business, and I never feel like I’m doing this alone.Maven is ethical, transparent, and truly cares about their clients’ success. They’ve made me feel empowered instead of intimidated by my finances. Maven has been one of the best decisions I’ve ever made for my business. Thank you Maven Financial and Jordan!ServicesBusiness consulting, Financial coaching

Cecil G

Stacey Larson Profile picture

Maven has been an absolute pleasure to work with. Their team is extremely knowledgeable and well versed in areas where so many are unsure. They allow you to move forward in great confidence with your business!

Stacey Larson

Kayla Sanders Profile picture

Working with Maven has brought incredible clarity and structure to my business, Beauty Boss Co. Aesthetics & Wellness. They've helped me understand my financial flow, improve profitability and feel confident in my numbers. Truly an essential partner for any growing med spa.

Kayla Sanders

Gregory Poulos Profile picture

Chris has been very helpful so far. We are in the middle of our engagement, and are very happy so far. He has helped us to organize the various startup costs as well as anticipating our cash flow in months to come.ServicesBusiness consulting

Gregory Poulos

Erin Anderson Profile picture

The whole Maven team has been fantastic to work with, thoughtful insights and solutions. Definitely recommend!

Erin Anderson

About Face Aesthetics Profile picture

It's so hard to be amazing at ONE thing, let alone everything; you want to be the best service provider, marketer, people manager, etc., and even for the most organized, regimented person, owning a small business comes with a never-ending bombardment of mini-fires that distract from the biggest priorities. Working with Maven means that we no longer have to pretend to be financial experts; they know how to assess the data, track the KPI's, what changes to look for, decipher meaning from the numbers, and provide personalized action plans every month depending on what's needed. We've been working with Maven for the past 4-years, and I only wish we had found them sooner. During these times of economic upheaval Maven is like a lighthouse shedding the way to safe passage through all the storms and rocky weather coming our way. (Thank you for everything Christin!)

About Face Aesthetics

Jason Sandler Profile picture

The team at Maven Financial Partners are great to work with. What truly sets Maven Financial Partners apart is their ability to bridge the gap between financial data and real-world business strategy. They don't just produce numbers on reports, they translate financials into clear, actionable insights that owners and executives can actually use to run and grow their businesses.ServicesBusiness consulting, Financial coaching

Jason Sandler

Chris Profile picture

We’ve been a strategic partner of Maven Financial Partners for over a year, and their team has been absolutely fantastic to work with. They’re extremely knowledgeable, responsive, and efficient. Every client we’ve worked with has been thrilled with the services and partnership Maven provides. I couldn’t recommend them more!

Chris

Paula allgood Profile picture

I have known the Maven team for years and continue to be impressed with them. They are passionate about helping clients and do it with integrity and fun. Cheers to your continued success!

Paula allgood

Rachel Bonelli Profile picture

We love Maven! Their team has been so helpful! I highly recommend them if you are a business owner and a provider. Hailey and the team have all been great!

Rachel Bonelli

Cynthia Blalock, DDS Profile picture

Cynthia Blalock, DDS

Joelle Lieman Profile picture

Christin and her team at Maven are amazing! It is incredibly helpful to have them as part of our team to continually help us with regards to our growth, but also to get a benchmark for "how we are doing in comparison to industry norms. I highly recommend them whether you are at the very beginning of your journey (to set up your financials) or are a well established practice like ours.ServicesFinancial coaching

Joelle Lieman

Rachel Walker Profile picture

One of the best decisions I have ever made. Maven has dramatically accelerated my business growth and helped me better understand my numbers and the best way to responsibly grow. I look forward to our monthly strategy meetings. Would give 10 starts if I could.ServicesBusiness consulting, Financial coaching

Rachel Walker

Alesya S Profile picture

Working with Maven Financial has been one of the best investments I’ve ever made. Their team is incredibly knowledgeable, professional, and truly exceptional at financial planning, tax strategy, and long-term wealth management. I’ve referred several of my colleagues to Maven, and we all agree — partnering with them has been one of the best things that’s ever happened to our businesses and personal finances.If you’re looking for expert financial guidance, strategic planning, and a team that genuinely cares about helping you grow your wealth, Maven Financial is the best financial advising firm you will find. Highly recommend.

Alesya S

Anjelica Mira Profile picture

Maven Financial has been a fantastic partner for our financial needs. Their expertise shines through in the tailored strategies they provide, which have significantly improved our financial health for our business.The team is responsive and attentive, taking the time to understand our unique business challenges. Their proactive approach and innovative solutions make them a valuable asset. I highly recommend Maven Financial as a CFO for anyone seeking reliable financial management!ServicesBusiness consulting, Financial coaching

Anjelica Mira

Amy Martin Profile picture

Maven has been and continues to be such a blessing to our team at Dr. April, and we happily recommend their services to our clients. We greatly value the time their team has spent helping us to develop documents for use with our clients, and are very appreciative of their ability to educate us on the proper flow of funds in an MSO.

Amy Martin

WhY a CFO?
200+ Practices

So what’s stopping you?

What's the ROI of hiring a CFO?

-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.

I have a Bookkeeper and a CPA. Why would I need a CFO for my practice?

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.

What types of healthcare businesses does Maven help?

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.

Why should I choose Maven Financial Partners for my fractional CFO needs?

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.

Upcoming Events

resources

Finances are up-close and
personal. So are we.

Financial consultants at Maven FP collaborating on budgeting strategies with a Dental Financial Advisor Richardson to support practice profitabilitySenior financial consultant at Maven FP advising a client on practice strategy as part of Plastic Surgery Fractional CFO Richardson services

Maven means “expert,” and that’s exactly what we are.

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.