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Dental Accountants San Diego

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Your Money-Matters, Matter to Us!

Our dental accountants craft customized, industry-specific dental business plans backed by actionable data, and we have been offering our expertise since 1972. Actionable data is purposed to inspire our clients to become optimally insightful and knowledgeable. Those same clients, then, become maximally empowered to forge ahead, financially, in ways they would never have considered!

Engage Advisors offers four main areas of financial expertise:

Tax & Accounting

We engage in the entire scope of CPA services – and, by the way, isn't it time to keep more of what you make? Let's find out if you are paying too much in taxes! Our dental accountants are experts in utilizing proven, tax-reducing strategies that save our clients tens of thousands of dollars in unnecessary tax liabilities.

Tax & Accounting includes :

  • Bookkeeping – Through an automated process, we save dentists, on average, 3 hours/month. You would have direct access to your books, with seamless control.
  • Real-Time Dental Dashboards – With BlueIQ practice dashboards and management tools, you will remain alerted to your team's performance and what areas might require attention.
  • Tax Planning – Our dental accountants will work with you to reduce your tax burden.
  • Payroll – Our cloud-based payroll solution includes employee direct-deposit, paperless reporting, and a secure employee portal.
  • Strategy Meetings – Take advantage of quarterly strategy meetings that are invaluable for setting goals, reviewing historical trends, and discovering opportunities for improvement.
  • Tax Returns – Our dental accountants will manage your IRS-mandated filing requirements – How will you use the time we save you? How will you use the money we save you?
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Financial Planning

Collaboration is key to ensuring your San Diego dental practice and personal finances come together in a holistic plan. It boils down to achieving an intentional and anticipated work-optional lifestyle where work becomes wonderfully elective in the form of early retirement coupled with financial independence. Prudent, insightful financial planning brings visions to fruition!

PPO Negotiations

Our dental accountants can reduce your fee schedule adjustments by negotiating the best PPO contracts for your practice – whether it is established or is a start-up. We partner with a vast network of insurance professionals which allows us to negotiate on your behalf, expeditiously and fairly. We offer a risk-free analysis – if our dental accountants can't help your San Diego dental practice improve PPO payouts, you don't pay for our services!

Transitions

Transitions can take several forms:
1) purchasing your first dental practice 2) acquiring a second office or 3) selling your current practice.

Whatever your transition plan might be, count on our experts to ease the stress and confusion. We can guide you through the transition process as we help you evaluate your options, coordinate the key players, and more. We will be with you, every step of the way!

At Engage Advisors is all about ensuring our San Diego clients benefit from our candor, collaboration, continuous improvement and uncommon stewardship!

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Contact Engage Advisors, Today!

Our San Diego patrons can connect with our dental accountants in various ways:

  • Call our team at (913) 681-9155.
  • Visit us at www.engageadvisors.com for additional information.
  • Schedule a Call – Click the Schedule a Call tab located throughout our website – select a date and time that suits your schedule. We will, quickly, respond and share actionable insight geared to increase the efficiency, performance, and success of your San Diego dental practice
  • . Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!
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Contact Engage Advisors, Today!

Our San Diego patrons can connect with our dental accountants in various ways:

  • Call our team at (913) 681-9155.
  • Visit us at www.engageadvisors.com for additional information.
  • Schedule a Call – Click the Schedule a Call tab located throughout our website – select a date and time that suits your schedule. We will, quickly, respond and share actionable insight geared to increase the efficiency, performance, and success of your San Diego dental practice
  • . Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!

Let’s work together.

Why go it alone? We spend every day, partnering with dentists by anticipating taxes, bookkeeping, managing payroll, and advising dentists on the right financial decisions. In fact, if you’re facing a situation right now, chances are we’ve faced it before and have solved the problem for one of our other clients. Let’s talk.

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