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
Who wants to pay more taxes than they absolutely have to? We thoroughly study current tax law so our clients don’t miss any opportunities to reduce their tax burden. Who wants to pay more taxes than they absolutely have to? I don’t know anyone and certainly not our clients. That’s why we thoroughly study current …
Keeping new year’s resolutions is hard. If you can add one to your list, we recommend not skipping your advisor’s annual business review. As 2021 gets underway, you are probably trying to keep some new year’s resolutions. Here’s one that’s probably not on your list but should be: Don’t skip your advisor’s annual business review. …
Student loans can seem overwhelming but taking a look at the big picture can help. The average dentist graduates with $292,000 in student loans. The amount is staggering, and for a dentist just starting out, it can seem overwhelming to think about paying it off, let alone saving for retirement or to purchase a practice. …