Let Your $$ Work for You!

Since 1972, our dental accounting specialists have crafted very tailored, industry-specific finance-management plans backed by actionable data.  Actionable data is designed to motivate, excite, inspire and empower our clients to become optimally insightful and knowledgeable decision makers.  It equips  Kansas City dentists to forge ahead, financially, in ways they would never have considered!

Engage Advisors offers four critical 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 earn?  Let's find out if you are paying too much in taxes!  Our dental accounting experts are seasoned authorities regarding proven, tax-reducing strategies that can save you 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 accounting firm 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 accounting firm 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?

Financial Planning

Collaboration is key to ensuring your professional and personal finances come together in a holistic plan.  It boils down to, truly, achieving an intentional work-optional lifestyle where early retirement and financial independence become realities.  Our dental accounting services generate a rethinking of work, money, and time – a paradigm shift that enables one to cut the fat out of spending, increase income, bolster savings, and more.

Our dental accounting firm can construct a financial plan for your whole life – a plan that will cater to the here-and-now while realistically progressing towards early retirement, semi-retirement, or career intermission within a shorter time-frame than you would have, ever, thought possible.

PPO Negotiations

Our dental accounting firm 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 Kansas City dental practice improve PPO payouts, you don't pay for our services!

Transitions

Transitions can take several forms –
1) purchasing your first Kansas City 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!

Our Kansas City clients benefit from our candor, collaboration, continuous improvement and uncommon stewardship!

Let's Revolutionize Your Financial Landscape!

Kansas City dental professionals can connect with our accounting firm, in various ways:

  • Call our team at (913) 681-9155, for immediate assistance.
  • Schedule a Call – Click Schedule a Call – 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 Kansas City dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!
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Let's Revolutionize Your Financial Landscape!

Kansas City dental professionals can connect with our accounting firm, in various ways:

  • Call our team at (913) 681-9155, for immediate assistance.
  • Schedule a Call – Click Schedule a Call – 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 Kansas City dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!