PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices. PracticeCFO helps practice owners and partners achieve their personally authored definition of success. We do this through the efficient and integrated management of their finances with a primary point of contact. Our services include business and personal financial planning, investment advising, comprehensive tax management, accounting, bill pay, buyer and seller representation in practice transitions, and partnership consulting.
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PracticeCFO Questions
The PracticeCFO annual revenue was $3 million in 2026.
Wes Read is the CEO and Founder of PracticeCFO.
37 people are employed at PracticeCFO.
PracticeCFO is based in San Diego, California.
The NAICS codes for PracticeCFO are [541, 54, 54121, 5412].
The SIC codes for PracticeCFO are [872, 87].
Top PracticeCFO Employees
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Wes Read
CEO and Founder at PracticeCFO
San Diego, CA, US25+ -
Brandon Hobson
Partner - Chief Investment Officer (CIO) at PracticeCFO
San Diego, CA, US15 -
Janine Leveille
Partner at PracticeCFO
Saint Petersburg, FL, US5+5+ -
Justin Read
Partner - Senior CFO Advisor at PracticeCFO
California, United States1 -
John Hale
Director of Brokerage at PracticeCFO
San Diego, CA, US24 -
Maya Kosa
Tax Director at PracticeCFO
San Diego, CA, US12 -
Greg Maravilla
CPA and Financial Advisor at PracticeCFO
San Diego, CA, US21 -
Eric Arbulante
Accounting Manager at PracticeCFO
San Diego, CA, US12 -
Chris Stolte
Tax Manager at PracticeCFO
Fort Collins, CO, US32 -
Marissa Ferraro
People Operations Manager at PracticeCFO
Franklin, TN, US15
