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.

WE SERVE:

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.

Your Business's Very Own Financial Maven

We help our clients:

UNDERSTAND

Unlock data to predict your performance

PLAN

Set goals to carry out your business vision

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 great advice.

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
After practicing dentistry for many years, I really never had a good understanding of the financial parameters of my business. Wow, did that ever change! I now have a complete understanding of my business, my QuickBooks are always current, I am investing for retirement, I know my overhead and profitability, if my individual expense categories are within healthy ranges, and I’m feeling great about my business of dentistry again!
Russell Mann
Mann Family Dental in New Hampshire
Maven FP Testimonial from Russell Mann
Jessica and her team of financial experts can dive deep into the financial documents of your practice and develop a strategy for goals, budgeting and projecting the future of your success. She makes numbers dance and can take a lot of fear out of reading your financial documents. You will love working with her.
Susan Leckowicz
Dental Coaches
Maven FP Testimonial from Susan Leckowicz
They have been a fantastic resource to aid in forward thinking for our company's finances. We always came away saying "Why can't every meeting be like that?" They have personalized the role of "Budget Consultant", as we feel that they are mentors who care about our success. We now consider them more than consultants and mentors. We see them valued friends.
Deborah Manjoney, MD, FACS
Wisconsin Vein & Medispa
Maven FP Testimonial from Deborah Manjoyney
Working with Maven and Christin has given me tremendous financial clarity and saved me hours per week. They have increased my ability to set performance goals, helped me structure bonuses, and better understand my cash flow. Christin helped me strategically plan two commercial real estate purchases not only by setting production goals, but also connecting me with integral partners who helped close the deal at a much better rate. As a bonus, the team at Maven is friendly, easy to work with and very responsive. My efficiency and quality of life have skyrocketed since partnering with Maven.
Rachel Walker, MD
Plastic Surgery Center of Dallas
Maven FP Testimonial from Rachel Walker
We have had the pleasure of working with Jessica Nunn for over half-a-dozen years. She represents many of our clients, and our firm. Her ability to explain complex accounting and use plain language for non-CPAs is amazing. She does a great job of detailing the financials goals of the organization and using score cards to track these goals. Her team is a must for any start-up, or midsize business. You cannot afford to run your business without her.
Michael S. Byrd, CEO and Bradford E Adatto, President
ByrdAdatto
Maven FP Testimonial from Deborah Manjoyney
Jessica and the Maven team have been fantastic. They took two wide-eyed first-time business owners, held our hands through all the financial aspects of our startup and beyond, and instilled in us the confidence and security to focus on running our agency and keep our clients happy. Their experience with small businesses like ours has been absolutely invaluable. Jessica and the Maven team have that rare combination of financial knowledge, experience, and patient Zoom-side manner that makes new business owners like us feel like we know what the heck we’re doing.
Chris Smith and Dave Kroencke
Plot Twist Creativity
Maven FP Testimonial from Plot Twist
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FINANCIAL AWARENESS. INFORMED DECISIONS. UNCAPPED POTENTIAL.