Owning a practice can be complicated.
Getting the right financial advice at the right time doesn’t have to be painful. We understand that anticipating taxes, bookkeeping and payroll are all important to the health of your practice. We also know that you’d rather be doing what you enjoy, practicing dentistry.
You need experienced advice, from people who understand where you’re at, to make the right financial decisions at the right time.
Leverage our experience, tailored to dentistry.
Knowing what decisions to make to keep your practice on track and grow your revenue, while keeping up with your practice can be difficult. It can leave you feeling overwhelmed, knowing you need to hire someone to help, but not knowing who to trust. That’s where we come in.
We believe that thriving dental practices are built on more than just great bookkeeping, tax services, and an efficient payroll process. Practices thrive when you have the actionable data you need at all times to make the right decisions for the health of your business. Managing the day to day financial side of your practice shouldn’t keep you from doing what you love.
We manage all your financial data under one roof, giving you time back to do what you love. When you have the insight you need and the time to make the right decisions, the health of your practice increases, people are taken care of, and you have the ability to choose how you spend your time.
Financial advice you can trust.
Get Quality Time Back
Your time is valuable. You should be able to spend more of it with your family, or doing what you enjoy. Get hours back every week by partnering with us.
We’ve developed significant knowledge and insights through the experience of working exclusively with dentists. Our clients gain advice based on previous successful solutions from other practices.
Maximize Your Hard Work
You only have so many hours in the week to practice dentistry. Only so many weeks left in your lifetime.
Tax & Accounting
We engage in the entire scope of your CPA services, so you can pay less on taxes and keep more of what you make.
We collaborate to bring your practice and personal finances together in a holistic plan toward a work-optional lifestyle.
Schedule a call today to explore your options.
Helpful tips & Advice
Can you predict the future? Probably not, which means you need adequate insurance coverage to manage unforeseen risks, like pandemics, ice storms…you get the idea. Go back in time to February 2020. If someone had told you then the kind of impact the pandemic would have, you probably would have thought they were crazy. Maybe …
Recent changes to the tax code were designed to help businesses weather the pandemic. Be sure you don’t miss an opportunity to reduce your tax burden. The CARES Act and the COVID-19 Related Tax Relief Act of 2020 provided a number of opportunities to help businesses get through the pandemic economy. Now that it’s tax …
The data within your practice management software is a pot of gold. Applying it to key metrics can help you make good business decisions for your dental practice. Data is the key to successfully growing and maintaining a healthy practice, and it’s never been easier to access the data you need to make effective business …