Insights

Niche Industry Focus PracticeCFO specializes in financial services tailored for dental, medical, and veterinary practice owners, presenting a targeted opportunity to promote scalable financial technologies and compliance solutions that enhance their practice management and growth.

Growth Potential With a revenue range of 25 million to 50 million and a relatively small team, PracticeCFO demonstrates capacity for expansion and increased service offerings, making it a prime candidate for scalable financial advisory and technology integrations to support their growth trajectory.

Regulatory Challenges Recent focus on complex ERISA law compliance indicates an ongoing need for specialized legal and compliance consulting services, risk management tools, and training programs to help PracticeCFO better serve its clients and mitigate legal risks.

Tech Adoption Utilization of modern cloud and web technologies such as Cloudflare CDN, WordPress, and HTTP/3 suggests an openness to digital transformation, offering opportunities for selling advanced cybersecurity, cloud-based financial management, and workflow automation solutions.

Client Payment Focus As an intermediary providing comprehensive financial and practice management services, PracticeCFO could benefit from innovative billing, accounting integration, and practice transition tools to streamline operations and improve client retention.

PracticeCFO Tech Stack

PracticeCFO uses 8 technology products and services including Cloudflare CDN, RSS, WordPress, and more. Explore PracticeCFO's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • RSS
    Content Management System
  • WordPress
    Content Management System
  • Microsoft 365
    Email
  • jQuery UI
    Javascript Libraries
  • Flickity
    Javascript Libraries
  • PHP
    Programming Languages
  • HTTP/3
    Web & Portal Technology

PracticeCFO's Email Address Formats

PracticeCFO uses at least 1 format(s):
PracticeCFO Email FormatsExamplePercentage
First.Last@practicecfo.comJohn.Doe@practicecfo.com
38%
First@practicecfo.comJohn@practicecfo.com
12%
First.Last@practicecfo.comJohn.Doe@practicecfo.com
38%
First@practicecfo.comJohn@practicecfo.com
12%

Frequently Asked Questions

Where is PracticeCFO's headquarters located?

Minus sign iconPlus sign icon
PracticeCFO's main headquarters is located at 13400 Sabre Springs Parkway 255 San Diego, California 92128 United States. The company has employees across 2 continents, including North AmericaAsia.

What is PracticeCFO's phone number?

Minus sign iconPlus sign icon
You can contact PracticeCFO's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PracticeCFO's official website and social media links?

Minus sign iconPlus sign icon
PracticeCFO's official website is practicecfo.com and has social profiles on LinkedIn.

What is PracticeCFO's SIC code NAICS code?

Minus sign iconPlus sign icon
PracticeCFO's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does PracticeCFO have currently?

Minus sign iconPlus sign icon
As of April 2026, PracticeCFO has approximately 45 employees across 2 continents, including North AmericaAsia. Key team members include Cfo Advisor: J. P.Chief Financial Officer Advisor: I. D. P.Senior Cfo Advisor: A. N.. Explore PracticeCFO's employee directory with LeadIQ.

What industry does PracticeCFO belong to?

Minus sign iconPlus sign icon
PracticeCFO operates in the Financial Services industry.

What technology does PracticeCFO use?

Minus sign iconPlus sign icon
PracticeCFO's tech stack includes Cloudflare CDNRSSWordPressMicrosoft 365jQuery UIFlickityPHPHTTP/3.

What is PracticeCFO's email format?

Minus sign iconPlus sign icon
PracticeCFO's email format typically follows the pattern of First.Last@practicecfo.com. Find more PracticeCFO email formats with LeadIQ.

When was PracticeCFO founded?

Minus sign iconPlus sign icon
PracticeCFO was founded in 2014.

PracticeCFO

Financial ServicesCalifornia, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
13400 Sabre Springs Parkway 255 San Diego, California 92128 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    PracticeCFO's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    PracticeCFO's revenue is estimated to be in the range of $25M$50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.