Dental Practices

Maven serves dental clients with unmatched industry expertise. With more than 20 years 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.

Maven Staff

Maven Helps Dental Practices

Create a budget

Understand profitability and maximum revenue performance

Set financial goals and KPIs

Implement a financial strategy and plan

Create compensation and bonus models

Hire new providers

Grow into a larger space

Plan for growth, transition, or retirement

Compare financial performance to industry standards

Dental Clients

How It Works

With Maven, understanding your financials is simple, stress-free, and transformative for your practice. We offer all the benefits of a CFO at an affordable monthly fee.

Maven Financial Partners on Computer

STEP 1

We Extract Your Financial Data

Our team dives directly into your practice’s system to extract your financial data.
Maven Financial Partners working with Dentist

STEP 2

We Create a Scorecard

Our team lays out the financial data in a way that’s easy to understand. We can show you the revenue per day for every provider or service, allowing us to precisely project your revenue, create a budget, and identify opportunities.

Maven Financial Partners Collaborating

STEP 3

Set Goals and Track KPIs

Understanding your financials will drive your business strategy. We help our clients sustain success, add providers, understand how they compare to industry benchmarks, or budget for growth.

Maven Financial Partners Reviewing Documents

STEP 4

Monthly Meetings to Track and Measure Progress

Our monthly meetings provide financial clarity, awareness, and long-term strategy. We review your financial scorecard, track your KPIs, and measure progress toward carrying out your business vision.

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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