About Us
Because you didn't become a dentist to manage a finance department.
When you work with us, you get a team that treats your practice and personal finances as one connected system — coordinated, proactive, and built around the life you actually want.
One team, working as one system.
A single team coordinating your tax strategy, investments, practice financials, and legal structure — so nothing falls through the cracks between advisors who've never spoken to each other.
Real visibility into your numbers every month, not just a report once a year, so you always know what's working and what's leaking.
A defined path from where you are today to the life you actually want — more profit, less tax drag, real passive income, and the freedom to step away from the chair when you're ready.
You've built a great practice. Let's make sure it builds you a great life, too.
Your Complete Advisory Team
Experts in every discipline, working together for you.
Jonathan Moffat
Founder
Austin Moffat
President of DSOCFO
Allison McMullan
Admin Manager
Mike Belgard
Trusted Advisor
Miranda Fischer
Client Success Manager
Joseph Miranda
Financial Planning SME
Alex Borrero
SME Team Lead
Leroy
Office Dog