Where Do You Stand, Financially?

Regardless of how many or how few years a person has had his or her dental practice, it's extremely important to assess where one stands financially.  Here are a just few questions you may have, already, asked yourself – some, of which, could overlap:

Early-Career Dental Professionals in San Diego

What are my strategies for:

  • Reducing my student-loan debt?
  • Reducing my business-loan debt?
  • Managing my personal finances?
  • Meeting the high cost of equipment and technology?

Mid-Career Dental Professionals in San Diego

What are my strategies for:

  • Acquiring a new business?
  • Maximizing production?
  • Controlling operating expenses?
  • Achieving early retirement?

Transitioning-Into-Retirement Dental Professionals in San Diego

What are my strategies for:

  • Selling my practice?
  • Succession planning?
  • Paying off my debt before retirement

Becoming financially organized, right now, and implementing a wealth-management campaign is key to moving forward and being assured of where you stand in the future.

At Engage Advisors, we'll help you implement your financial strategies, stay on track with savings goals, help you generate more profits, reduce your stress, enjoy more personal time, and stabilize your financial future.

Part of remedying and revolutionizing your practice's financial well-being begins with actionable data!

Actionable Data Bolsters Effective Decisions

A big part of serving the financial needs of dental professionals in San Diego has to do with incorporating actionable data.  Actionable data is information that provides enough insight into the future that allows real-time actions or decisions to take place with clarity and confidence.

Actionable data allows our San Diego clients to recognize what works and what doesn't for their practices.  That leads to the focused ability to capitalize on new opportunities.  Actionable data generates epiphanies – actionable data is business intelligence that works!

We have You and Your San Diego Practice Covered

Our all-inclusive dental accounting plans offer real and reliable solutions for:

Tax & Accounting:

Would you agree that it's time to keep more of what you make?  Our tax specialists are extremely well versed with tried-and-true methods that can save you tens of thousands of dollars in unnecessary tax payments.

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 experts 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 – A seasoned dental accounting pro 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

One critical component of financial planning is the anticipation of a work-optional lifestyle.  The idea of early retirement coupled with financial independence doesn't have to be viewed as an unattainable dream.  Your desire to retire – before you hit 65 – can become a distinct reality!  Hoping you achieve a work-optional lifestyle should be replaced with knowing you'll reach that goal!  At Engage Advisors, we'll help you get there!

PPO Negotiations

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

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 expertise 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, from start to finish!

Ready to Optimize Your Financial Future?

Dentists in San Diego can connect with Engage Advisors in a variety of ways:

  • Call (913) 681-9155 for immediate assistance.
  • Schedule a Call – Click Schedule a Call and 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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Ready to Optimize Your Financial Future?

Dentists in San Diego can connect with Engage Advisors in a variety of ways:

  • Call (913) 681-9155 for immediate assistance.
  • Schedule a Call – Click Schedule a Call and 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'!