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We help dentists thrive in their practice through financial advice and dental CPA services so they can live a work optional lifestyle.

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.

Dentists served
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.

PPO Negotiations

We reduce your fee schedule adjustments by negotiating the best PPO contracts for your practice.


We partner with you through a critically uncertain time in your career, transitioning your dental practice

Schedule a call today to explore your options.

On our call, we’ll discuss where you’ve been, what has worked well and what challenges you’ve faced. We’ll provide you with actionable insight into your overhead, and what changes you can make now to start increasing the efficiency of your practice. You’ll get a clear map of the opportunities we have to work together, and what our packages look like.

Helpful tips & Advice

Engage Advisors: Putting Dentists in the Driver’s Seat of their Wealth – The Assurance of Insurance

By Taylor Richardson | March 4, 2021

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 …

Engage Advisors: Putting Dentists in the Driver’s Seat of their Wealth – The Assurance of Insurance Read More »

Engage Advisors: Keeping Up With the Tax Code

By Drew Hinrichs | March 4, 2021

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 …

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Engage Advisors: Tracking Business Metrics is Your Path to a Healthy Dental Practice

By Drew Hinrichs | March 4, 2021

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 …

Engage Advisors: Tracking Business Metrics is Your Path to a Healthy Dental Practice Read More »