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.
500+
Dentists served
46
States
28
Dedicated Professionals
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.
Our Approach
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.
“Engage Advisors have been a great asset to my practice, their knowledge and expertise allow me to focus on being a dentist, knowing that the accounting and financial planning side of my practice is in good hands.”
David Koepsel, DDS
East Wichita Dentist
“I worked with the team at Engage Advisors during my practice purchase, they were extremely helpful in evaluating the finances of the office I was interested in. Since then, I have continued to use them for day-to-day financial advice/planning, billing, payroll and tax services. They have a great team! Highly recommend.”
Jon Smith, DDS
Boulder Canyon Dental
"The team at Engage Advisors is very professional and knowledgeable. They have helped me navigate through some pretty rough waters and have allowed me to focus more on caring for my patients than taxes, accounting, and financial planning.”
Joe Moon, DMD
Moon Orthodontics
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.
Industry-specific Roadmaps.
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.
Our Services
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.
Financial Planning
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
A Dental CFO Is Affordable and Adds High Value
When you run a small business, the cost of services is always a concern. Many of our clients at Engage Advisors say they initially put off calling us because they had the perception that a Dental CFO would be more expensive. After they did become clients, they learned two things. First – they realized that …
Grow Your Practice by Harnessing the Power of Your Data
To grow your practice, you need to know how it’s performing today – I mean really know things like your hygiene pre-appointment rate, treatment acceptance rate, appointment no-show rate, and new patients per month. All the information you need should be readily available and current, so you can call it up, track it and then …
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Selling Your Dental Practice 101
By Spencer Wesley If you’re among the 77% of dentists who own their practices, this is a message for you. The day will come when you need to sell your practice, which by then will represent a valuable asset in your retirement portfolio. As a practice broker, we’ve facilitated hundreds of these transactions, and we’d like …
