Financial Business Partner

The most important business decision you can make is understanding your finances.

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TRACK, CONTROL, ELEVATE BUSINESS PERFORMANCE

 

 

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.



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 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
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