Financial Wellness Pros provides fractional CFO and bookkeeping services exclusively for dental practices, helping independent and multi-location owners gain the financial clarity and discipline of larger dental groups without hiring a full-time CFO. Founded by Severino Catipon, a former regional finance director at Pacific Dental Services with more than 12 years of industry experience, the company serves practices nationwide through remote-friendly support.

Its services include production-to-collections reporting, monthly financial reviews, KPI dashboards, cash flow forecasting, budgeting, provider productivity and compensation analysis, and bookkeeping integrated with financial oversight. The team also helps practices prepare lender and SBA loan packages, assess EBITDA and valuation, and get ready for DSO or private equity opportunities. Three engagement levels—Insight, Guidance, and Executive—are designed for practices ranging from single-location offices to multi-location groups. Bookkeeping can be added to any CFO engagement, and the company works alongside existing bookkeepers and CPAs. Each relationship begins with a free diagnostic call or P&L review to assess reporting, cash flow, and the practice’s financial priorities.