UME Dental

UME Dental, led by Dr. Kim Keller - CEO and Colton Moore - Controller-turned-CFO, is a 19-location Dental Support Organization (DSO) that outgrew its financial systems as it scaled. While a foundation was in place, gaps in budgeting, cash management, and board reporting limited confident decision-making.

Through a year-long partnership with AccruDent, Ken Kaufman - AccruDent Co-Founder, coached Colton into a strategic CFO role and advised Dr. Keller on key DSO strategies. Together, they built a structured quarterly board cadence with a clear, data-driven deck, implemented a robust budgeting process, and introduced a forward-looking cash forecast—enabling confident capital deployment without risking liquidity.

Today, UME Dental operates with stronger clarity, aligned leadership, and the financial infrastructure needed to scale faster and more strategically.

“Budgeting was our Achilles’ heel. We knew we needed it, but we didn’t have the structure to build it right.” — Colton Moore

“The budget stopped feeling like a limitation and started becoming a strategic tool for how we think about the future. We had already been through the messy phase—what we needed was acceleration.” — Dr. Kim Keller

From Financial Friction to Scalable, Strategic Growth

CFO-Track Mentorship & Leadership Development for Controller

Areas of Engagement

CEO Advisory — Business Strategy & DSO-Specific Guidance

Quarterly Board Meeting & Board Deck Formation

Annual Budgeting — Full Build, Modeling & Implementation

Cash Management System & Cash Forecast — Confident Capital Deployment

UME Dental Q&A

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