Dental CPA Services

Engage Advisors offers you several different dental CPA and financial services. Learn more about what it is that we can offer you right here.

  • Tax & Accounting - When people think of an accountant, they may think of someone handling bookkeeping and payroll. It's true, these are two important things that an accountant or CPA can handle for you and your dental practice, but we also offer other tax and accounting services. We offer services like tax filing and tax planning. We can file your taxes for you so that you don't have to worry about it, but we can also help you plan for your future taxes. This tax planning can get you ahead of the game so that you aren't caught off guard by the taxes you owe. We also offer services like dental dashboards and strategy meetings; these two services can help you analyze where you can improve or grow your practice and set some goals for the future. The dental dashboards help provide you with real-time data about how your dental practice is performing. The strategy sessions can help you reflect upon how your practice is performing and set goals for the future of your practice. It can be a great way to be sure you are getting where you want to be.
  • Financial Planning - What is your retirement plan? When you own a dental practice, you have to think about your retirement and plan for it. Many people get a retirement plan through their employer, but you are the employer, so you have to come up with a plan for yourself. This plan has to work for your current lifestyle and your future lifestyle, and that is where we can help. We have experience working with people in the dental and medical fields and helping them plan for their retirement. We will use our industry expertise to help you in any way that we can.
  • Transitions - There are a lot of different financial factors to consider when you are buying or selling a dental practice. We can help you with those transitions so that you know how to better handle them. For example, when selling a dental practice, you have to be able to find qualified buyers. How do you find qualified buyers for your practice? You have to set up marketing and some specifications for qualification. Our experts can help you out with all of that. We have helped many people with dental practice transitions in the past, and we will continue to help more people.

These are a few of the dental CPA services that we offer you. They may sound like something that could benefit your business. Below, you can learn even more about how these services can benefit your business by checking out the advantages of hiring a dental accountant.

Advantages of Using a Dental Accountant

Above, we discussed some of the dental CPA services that Engage Advisors can offer you. Here, we are going to talk about some of the reasons you might want to hire a dental accountant. There are advantages to choosing to use a dental accountant for your practice. Check them out below.


Industry Experience

Engage Advisors specializes in dental accounting. This means that we have experience related to the dental industry. We have knowledge and expertise that allow us to give you specific advice for your practice and your industry. You could get a general accountant, or you could get an accountant that specializes in your specific industry, which can give you an advantage.


Financial Knowledge

Another advantage of using a dental accountant is that they bring you financial knowledge and expertise. As a business owner, there are a lot of financial decisions you have to make, and there are a lot of everyday tasks you have to accomplish. If you do not have the financial knowledge, it can benefit you to get an expert to help you out.


Trusted Expert for Transitions

If you are buying or selling a dental practice, that requires a lot of financial knowledge and planning. There are a lot of things to consider, and you can hire an expert to help you with these transitions. You can get someone with experience that has handled these things before so that you don't have to do it all on your own.


Time-Saving for You

When you own any type of business, it can be a very time-consuming venture. There are so many things you have to handle yourself with a business, but your finances do not have to be one of those things. You could save time by hiring a dental accountant. Then, you could have more time to devote to other aspects of your business that require your specific knowledge and expertise.


Peace of Mind for Your Future

Have you planned for your financial future? Above, we discussed how financial planning is one of the dental CPA services that Engage Advisors offers you. This financial planning service can give you peace of mind for your future. You can set up a plan that works with your life so that you can enjoy your life and have the peace of mind you want in your day-to-day existence.

The reasons listed above are just a few reasons to hire a dental accountant. Engage Advisors offers you dental accounting services and more.

You can get started with Engage Advisors today by filling out the form on our website or scheduling a call. We can discuss our services with you during this call, and we can talk about how these services may benefit your dental practice. You can also ask any questions you may have about us. Reach out to us today to learn more.

How to get started.


Schedule a Call

Speak to one of our advisors and discover ways we can partner with you to help your practice succeed.


Discuss Your Opportunities

We'll walk through our findings and present you with opportunities to save and grow in your practice.


Enjoy a thriving Practice

Watch your practice grow to new heights from the right financial advice at the right time.