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Dental CPA San Diego

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A Few Questions for You

Here are a handful of questions that might relate to you: Even though your business may appear to be doing well on the outside, is there trouble or uncertainty brewing behind the scenes? Is cash-flow tight? Do you lose sleep because you wouldn't have enough cold cash to cover any professional or personal emergencies? Are you worried about tax surprises that could devastate your cash flow? Is your business's growth being hampered?

These types of scenarios pertain to so many dental professionals. There is, however, light at the end of the tunnel! As dental CPAs, our wealth-building insights can revolutionize your financial situations. We will address retirement goals, billing, payroll, tax requirements and more without you having to fix holes in your budget as you go! That's no way to live. We can pull you out of 'survive' mode and position you into 'thrive' mode.

Actionable Data – Reliability at Your Fingertips

A key component of our success as dental CPAs is our results-proven and success-driven 'actionable data'. Actionable data offers insight and enlightenment that directs and promotes relevant and intentional action. It empowers professionals to make optimally-efficient, highly-productive decisions. Those thoughtful decisions, ultimately, determine how a dental business succeeds in the here-and-now and where it will be ten or twenty years into the future. In a nutshell, actionable data generates financial growth!

Delving Into the Meat of the Matter

Our dental CPAs offer four main areas of intervention designed to optimize the health and wealth of your San Diego dental practice.

Tax & Accounting

We embrace the entire scope of dental CPA services – and, as a side-note, are you interested in keeping more money in your pocket at tax time? Predictably, you're probably giving Uncle Sam much more than you need to. Our dental CPAs are extremely accomplished with utilizing proven approaches that save our clients tens of thousands of dollars in unnecessary tax payments.

Tax & Accounting includes :

  • Bookkeeping – Through an automated process, our dental CPAs 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 – 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 invaluable 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? Ultimately, how might you use the money we save you?
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Financial Planning

Collaboration is key to ensuring your dental practice/personal finances come together in a seamless, integrated manner. It boils down to achieving a planned and anticipated work-optional lifestyle where work becomes pleasantly elective in the form of early retirement and financial independence. Our dental CPAs bring visions to fruition!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your dental practice – whether 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 CPAs 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. Our team will be with you, 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. Here's an insightful thought: Even the smallest paradigm shift can generate the grandest wealth.

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Contact Engage Advisors, Right Now!

Our San Diego clients can connect with our dental CPAs 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, Right Now!

Our San Diego clients can connect with our dental CPAs 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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