A full-immersion engagement to reinvent how Practice CFO finds, qualifies, and closes clients — with AI at the center.
Practice CFO does something genuinely unusual: it treats dental practice owners as whole people — managing business finances, personal wealth, and long-term financial independence as one integrated picture. You grew this through workshops, relationships, and a sales approach that is less persuasion and more revelation:
"It's like I'm giving Costco free food in the aisle so that they'll go and buy the full box. I'm almost like a preview of the game plan — and that's what entices people to say yes."
— Wesley Read, Practice CFOThe sales work brilliantly. The problem is the structure — or lack of one — around it. Roughly 30% of your time goes to intake, discovery calls, document collection, and committee prep. There is no system underneath you, no AI alongside you, and no marketing engine filling the funnel while you do the work only you can do.
A distributed, system-driven biz dev function that doesn't depend on any single person — including you.
AI embedded into how Practice CFO operates — starting with biz dev, then expanding through the entire organization.
A permanent, measurable marketing discipline that finds ideal clients and delivers them — warm — into the system.
In that order. Sales first because the leverage is greatest there. AI second because it solves the scaling problem and teaches the firm how to use it responsibly. Marketing third because it amplifies a working system — and only a working system.
You've already described your ICP, your sales mechanics, your structural challenges, and what success looks like in the next two to three years. An assessment would be moving backward. This engagement begins at full speed, for the purpose of driving results as quickly and intelligently as possible.
We test, observe, and iterate — then automate once we know what works. Nothing gets systemized before it's understood.
We build a team-based model with your CFO advisors as active participants — so the function doesn't collapse if one person steps back.
Every AI integration has a clear job. Nothing gets automated before it's proven. The biz dev work trains the culture before we go deeper.
You are exceptional at the first call and the close. We build everything around protecting and leveraging that — not replacing it.
We immerse ourselves in how Practice CFO actually acquires clients. That means going through your recorded sales calls — or observing live ones, your choice — to extract the architecture of what makes your process work: the moments of trust, the technical demonstrations, the language that closes. This becomes the foundation for everything that follows.
Simultaneously, we interview each CFO advisor you identify as a candidate for sales involvement — mapping capability, temperament, and fit for the distributed model we're building together.
Month one tells us exactly where AI belongs first. The specific projects are defined by what we learn — not before. To make the range of possibility concrete, month two work might include things such as:
An AI-assisted intake flow that scores and routes inbound leads before a human picks up the phone — recovering the third of your sales time that currently goes nowhere.
Your recorded sales library holds a decade of intelligence. AI surfaces it as a structured resource your CFO advisors draw on throughout the sales process — not a script, but a compass.
When a prospect surfaces, AI assembles a briefing — practice size, financial structure, likely pain points — so whoever takes that first call knows the terrain before they say hello.
Practice CFO's content is substantial — two podcast episodes a week, years of material. The gap isn't volume, it's targeting and measurement. Month three puts the strategy and infrastructure in place so that from month four onward, every piece of content has a clear audience, every click resolves to a named prospect, and the marketing engine runs with discipline. As you've said:
"Any message we go out there with should really lead with financial independence, financial freedom. Everything leads to that."
— Wesley Read, Practice CFOThe work includes things such as a podcast repurposing system, identity-level prospect tracking in HubSpot, a 401k/Form 5500 targeting strategy, and website positioning refinement. Most systems go live in month four — month three is where they're designed and built.
The biz dev transformation is the right first AI project because it is bounded, measurable, and immediately impactful. Every person at Practice CFO who works through it gains hands-on fluency with AI as a working tool — which is the prerequisite for what comes next: expanding AI into client onboarding, financial planning workflows, portfolio management, and the internal intelligence systems that will define the next generation of the firm.
Newfangled Frontier is our dedicated program for professional services firms ready to make AI a permanent, structural part of how they operate — with a phased integration plan specific to your organization, your clients, and your goals.
The biz dev transformation is the first move in a longer Frontier journey for Practice CFO. Once the sales system is stable, we move into the full organizational transformation together.
Learn about Newfangled FrontierCall review, CFO interviews, system design, and the full architecture of how Practice CFO develops business going forward.
Priority AI projects defined by month one findings, CFO enablement program, HubSpot configuration, and intake-to-close workflow.
Content strategy, messaging architecture, channel plan, and all infrastructure needed for the marketing engine to run from month four onward.
Ad spend is not part of this initial engagement. At the close of month three we'll deliver a specific spend recommendation — so when the marketing engine goes live in month four, every dollar has a clear job. After the initial three months the engagement runs on a rolling 90-day basis.
"I really like Newfangled and I feel like you're the one."
— Wesley Read, Practice CFOWe're ready to meet next week, answer any remaining questions, and get the agreement in place. The moment the engagement begins, so do we — at full depth, with the full team.
Access to your recorded sales calls. Your time for two sessions in week one. Your key CFO candidates. Everything else, we handle.
A dedicated account manager from day one. Weekly touchpoints. A full architecture document by end of month one. Results you can measure — by name.
Practice CFO is twelve million dollars of proof that the idea is right and the people are exceptional. Now it's time to build the system that lets the idea grow without being limited by any single person's time.