Daniel Richards
Business Owner | Dental CFO | Family Man | Runner | Foodie
- Role
- President at Cfo Dental Partners
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Daniel Richards
I\'ve been fortunate in my career to have gained experience in and have grown a passion for helping small businesses find greater success. Together with a team of exceptional talent, I ran a district office for an elite financial planning firm and have consulted for dozens of successful businesses across the US. I now focus all of my energy in two areas: running a virtual CFO consulting group exclusive to dental practices and most importantly dedicating time to my wife and five kids. These are the things that LIGHT ME UP, that motivate me to climb to new heights by helping others do the same. Feel free to reach out and introduce yourself, I love meeting others who are driven to serve.
Experience
President
Oct 2015 — Present · Eagle, ID, US
CFO Dental PartnersPeace of Mind by providing business support and practice intelligence for dental practices. We help the practice get stronger by getting simpler. Become more efficient, goal-driven, and high-functioning by creating REAL-TIME financial and operational data for the practice and seeing it in a format that actually makes sense!Services include-Full-charge bookkeeping and payroll-Time & Attendance oversight, new hire onboarding-Controller-level analysis-CFO consultation
Education
Boise State University
BA, History
2006 — 2008
Brigham Young University
Bachelor's degree, History
2005 — 2006
Skills
- Investments
- Marketing
- Marketing Strategy
- Asset Management
- Small Business
- Business Development
- Wealth Management
- Customer Service
- Management
- Team Building
- Entrepreneurship
- Financial Services
- Leadership
- Coaching
- Sales
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