Let's Revolutionize Your Present and Your Future!

As a San Diego dental professional, you can capitalize on our four, critical areas of expertise:

Tax & Accounting

Our dental accounting firm offers a comprehensive suite of dental CPA services – and, by the way, isn't it time to keep more of what you earn?  Take advantage of our commanding knowledge of results-proven strategies that can save you tens of thousands of dollars in unnecessary tax expenditures.

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 San Diego 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 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 the key to ensuring your professional and personal finances come together in a holistic plan.  Don't be resigned to feeling a work-optional lifestyle and early retirement with financial independence is out of reach.  Yes, you can retire early, supplement your pension income with earnings from part-time work and call the shots on how you do it!  Prudent financial planning is key:  we'll bring your financial vision to fruition in creative and highly-effective ways!

PPO Negotiations

Our dental accounting firm can reduce your fee schedule adjustments by negotiating the best PPO contracts for your San Diego practice – whether your San Diego practice 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 dental practice improve PPO payouts, you don't pay for our services!

Transitions

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

Whatever your transition plan might be, count on our dental accounting firm 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 firm's candor, collaboration, continuous improvement and uncommon stewardship will work together to strengthen your financial health and, robustly and realistically, prepare for your future!

Like a Hot Iron, We'll Smooth Out the Wrinkles

Our dental accounting firm will help you remain motivated and inspired through financial principles that work! San Diego dentists can connect with our accountants and wealth planners in various ways:

  • Call (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 San Diego dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!
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Like a Hot Iron, We'll Smooth Out the Wrinkles

Our dental accounting firm will help you remain motivated and inspired through financial principles that work! San Diego dentists can connect with our accountants and wealth planners in various ways:

  • Call (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 San Diego dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!