Dental Business Plan Kansas City

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Our Expertise Is What Drives Us

Since 1972, Engage Advisors has been helping dental professionals with customized financial planning strategies to meet their business needs of today as well as meet their financial requirements for tomorrow. For almost a half century, our dental business plans have experienced success due to our highly-relevant actionable data.

Our actionable data generates those 'epiphanies' – those moments of a sudden understanding – regarding our methodologies and our financial strategies. Actionable data becomes a catalyst, so to speak, that leads to decision-making on the part of dental professionals that becomes far more intentional, more relevant, and more visionary. Those optimally-discerning decisions, ultimately, translate into an enhanced bottom line.

Our Dental Business Plans Make All the Difference

At Engage Advisors, our dental business plans cover four practice areas that are designed to optimize the financial health and success of Kansas City dental practices.

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? A tailored dental business plan can save you tens of thousands of dollars in unnecessary taxes.

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 – Do you know your tax blind-spots for next year? Our dental CPAs 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 CPAs will manage your IRS-mandated filing requirements – how will you use the time we can save you?

Financial Planning

Collaboration is a key component of any customized dental business plan which would ensure dental practice and personal finances come together, seamlessly. It boils down to achieving a planned and anticipated work-optional lifestyle where work becomes gratifyingly elective in the form of early retirement coupled with financial independence. A comprehensive dental business plan can bring your visions to fruition!

PPO Negotiations

Part of our dental business plan would be to reduce your fee schedule adjustments by negotiating the best PPO contracts for your 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 we 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 dental practice 2) acquiring a second office or 3) selling your current practice.

Whatever your transition plan might be, count on our professionals to ease the stress and confusion.

Do you know how to find the right partner? How about the right successor? We can guide you through the transition process as we help you evaluate your options, coordinate the key players, and more. Our experts will be with you, every step of the way!

At the end of the day, Kansas City dentistry professionals benefit from our candor, collaboration, continuous improvement and uncommon stewardship!

Contact Engage Advisors, Right Now!

Our Kansas City patrons can find out more about our customized dental business plans by:

  • 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 Kansas City 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, Right Now!

Our Kansas City patrons can find out more about our customized dental business plans by:

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