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PracticeCFO jobs and careers

San Diego, CA, United States

About PracticeCFO

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.

Founded
2014
Employees
11 to 50
Headquarters
San Diego

Leadership

The top of PracticeCFO's org chart, with how many people report into each leader.

WCPhoto of Wes Read CPA, CFP®

Wes Read CPA, CFP®

CEO/Founder

18 reports

PCPhoto of Paul Lipcius, CPA

Paul Lipcius, CPA

Partner, CFO Advisor

9 reports

DIPhoto of Drew Phillips, CPA, IAR

Drew Phillips, CPA, IAR

CFO Advisor

1 report

MF

Marissa Ferraro

People Operations Manager

1 report

JRPhoto of Justin Read

Justin Read

CFO Advisor, Partner

JLPhoto of Janine Leveille

Janine Leveille

Partner

GC

Greg Maravilla, MBA, CPA, CFP®

CFO Advisor / Partner

BCPhoto of Brandon Hobson, CFA, CPA

Brandon Hobson, CFA, CPA

Partner - Chief Investment Officer (CIO)