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REDEFINING the Accounting Experience
About Us
Our Values
We want to provide you with an opportunity to get to know our staff as well as our firm's values before you meet with us. The following pages give you an idea of what we're all about.
Our core values include teamwork, honesty and accountability while having FUN. We are not your average boring accounting firm, we are a little QUIRKY.
We service practices from solo practitioners to multi-location DSOs. Our largest client has 17 locations and our smallest are stand alone practices. We can handle a wide variety of organizations.
Accounting, She Wrote
We love mysteries. We are big "Murder, She Wrote" and Agatha Christie fans. We continue to foster our love of mysteries. People talk about accounting being boring but we see accounting as a mystery that needs to be solved. There are always new details, new opportunities and new riddles. Being able to combine all these details together to tell the story of your past and future through analysis, KPI, forecasts and budgets.
Experience
LeeAnne CFO started as a result of working with various small businesses. We quickly discovered that many didn't know how to read or understand what their financial information was telling them. They also didn't comprehend how to use that information to grow while increasing profitability.
LeeAnne CFO Associates have been working in the accounting industry for 30 years with 5 years being in the Health Service related industries. Michelle holds a bachelor degree in accounting and MBA in finance. She has held the titles of Director of Finance, CFO and controller in business ranging from a city municipality to construction to dental.
Additional staff have backgrounds in marketing, programming, health and dental accounting. Special projects staff have dug in and figured out the PPP related needs of our dental clients and most recently has taken on ERC projects saving our clients tens of thousands of dollars.
We specialize in small business accounting through QuickBooks online. We also work with Sage Intacct and NetSuite.
Consistency
LeeAnne CFO's competitors talk about disrupting the industry but who wants that?. We, like you, want business partners we can count on who understand the value they bring and how to maximize that value.
We don't want to disrupt or break anything. WE FIX THINGS. This makes your business decisions easier because we provide you accurate data and better information to plan for the future.
The only thing we are disrupting is the idea that your accounting firm needs to be local. COVID has taught us that the best services are not always local and we strive to provide the very best services to your business no matter where you are located.
Membership Organizations
Dental Industry Organizations
Dental Entrepreneur’s mission is to highlight, connect, and maximize the careers and the business of people serving the dental profession. We share stories that inspire creativity, drive, and contribution.
Founded with the passionate mission to highlight and support contributions of women in Dental Support Organizations, by creating the platform to grow and empower women leaders in DSO.
We give women in dentistry a platform to shine, inspire, empower and connect. We are committed to being our best selves by living our strengths and using our gifts for others. We are all inclusive and live by the principles of DeW.
Announcing our New Referral Program Current clients will receive $300 off their Next month of services for each Referral that completes the on-boarding process.
LeeAnne CFO Accounting Referral Program