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Dental CPA Firm San Diego

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Don't Just Dream – Dream Big!

As a dental CPA firm, we are, uniquely, qualified with in-depth and strategic insight that caters to dentists – not other professionals in other specialized industries. Dentists are our business and our only business!

When you partner with our dental CPA firm, you become part of a collaborative team that manages the financial scope of your San Diego dental practice to, ultimately, improve your bottom line – but that's only the beginning. Our 'actionable data' serves as a springboard to stimulate and facilitate insightful financial decisions that will impact your business and financial standing now and into the future.

Actionable data is predictable and helps our San Diego clients reach those epiphanies which lead to highly-prudent decisions that are much more relevant and much more effective and productive. It's about generating greater financial success that can, realistically, journey one to early retirement.

What Can We Do for Your Dental Business?

Our dental CPA firm offers four practice areas designed to empower you to take control of your practice's profitability. Our CPAs and financial-planners offer powerful solutions that will place the burdens of your office administration, tax preparations, accounting & bookkeeping and so much more, onto our shoulders. Can you imagine your feeling of relief?

Tax & Accounting

Isn't it time to keep more of what you make? Our dental CPAs are extremely well versed on tried-and-true methods that 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 additional attention.
  • Tax Planning – We will work with you to reduce your tax burden and plan for the future!
  • 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 a gold mine for setting goals, reviewing historical trends, and discovering opportunities for improvement.
  • Tax Returns – We will manage your IRS-mandated filing requirements – how might you use the time we save you? How might you use the money we save you?
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Financial Planning

Collaboration is key to ensuring your dental-practice finances/personal finances come together in a comprehensive plan. It boils down to, realistically, achieving a work-optional lifestyle where work becomes elective in the form of early retirement and financial independence. We like to think that we turn dreams into realities!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your dental practice – whether it is an established practice or 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 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 dental CPA firm to ease the stress and confusion.

Our CPA firm can guide you through the transition process as we help you evaluate your options, coordinate the key players, and more. Our dental CPA team will be with you and your San Diego business, every step of the way!

After it's all said and done, dental professionals in San Diego benefit from our candor, collaboration, continuous improvement, and uncommon stewardship.

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Contact Engage Advisors – Your Future Begins Here

Prospective San Diego clients can connect with our CPA experts in a variety of 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 – Your Future Begins Here

Prospective San Diego clients can connect with our CPA experts in a variety of 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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