TRACK, CONTROL, ELEVATE BUSINESS PERFORMANCE
The most important business decision you can make is understanding your finances.
All the benefits of a CFO for a fee that makes sense for your business.
DENTAL PRACTICES
We serve our dental clients with unmatched industry expertise. We provide dentists an acute understanding of practice performance. We help set provider goals, streamline finances, and designate the KPIs that will elevate every aspect of their practice.
Aesthetic Medicine
We provide financial insight to medical spas, plastic surgeons, and salons, so they can understand the financial performance of each provider, service, and product, and guide strategic financial decisions, like adding a provider, budgeting, or remaining compliant with an MSO model.
SMALL BUSINESSES
We offer CFO services to law firms, marketing agencies, construction companies, and other small businesses. As a part of the team, we provide financial awareness, clarity, and strategic advice so you can focus on what you do best: serving your clients.
We know exactly what your business is capable of. Do you?
The small business owners we work with are hands-on participants in their businesses. That doesn’t give them much time to track and sort financial data, let alone use it to make financial decisions.
Meet Maven.
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 help our clients:
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
Finances are up-close and personal. So are we.
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.
WE KNOW ABSOLUTELY EVERYTHING ABOUT YOUR BUSINESS.
(And we break it down for you every month.)
1PLANNING
We work to build your business with you. We listen to your vision, set goals, and map how to get there.
2ANALYZING
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.
3TRACKING
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.
We partner with dental, aesthetic, and professional services clients to:
- Analyze cash flow, revenue, expenses, and profit
- Review customized performance scorecards
- Build budgets
- Plan for growth
- Understand practice and provider performance
- Create efficiencies
- Design compensation and bonus strategies
- Establish and measure Key Performance Indicators
- Set goals and stay accountable
