Place Your Stress on Our Shoulders!

Our dentist accountants are masterminds with all-things finance, more specifically, finance as it applies to every monetary nuance Chicago dentists must deal with.  Engage Advisors offers an over-arching suite of financial strategies that make up revenue-generating business plans that work!

The bottom-line question could be:  Do you want to continue to work incredibly hard during retirement years?  We're confident your answer is a resounding, “No!”.  With almost a half-century of expertise under our belt, our dentist-specific CPAs, financial planners, and wealth advisors guide, inspire, motivate, and empower Chicago dentists, just like you.  We can introduce you to innovative, creative, high-yield strategies that would position you to bring your finance dreams to fruition!

Actionable Data – Guiding Your $ In All the Right Places

Our dentist accountant team serves more than 500 dental professionals in Chicago and a host of other cities in 46 states.  From payroll, bookkeeping, and tax-saving strategies to operational improvements, wealth building and retirement planning, our financial experts utilize 'actionable data' as a springboard to facilitate highly-prudent financial decisions.

Actionable data – generated by marketing research – is accurate, reliable, and predictable.  It is not a crystal ball but it is crystal-clear insight that allows Chicago professionals to manage their dental practices in financially efficient and effective ways!

Let's Get Down to the Nitty-Gritty

Our dentist accountant team offers powerful budget-management solutions that will take the financial burdens off your shoulders and place them onto ours – imagine your feeling of relief!

Tax & Accounting

Isn't it time to keep more of what you earn?  Our dental CPAs are masterminds with in-depth knowledge regarding tried-and-true methods that can save you tens of thousands of dollars in unnecessary tax liabilities.  In many cases, tax issues stymie dentists' efforts to achieve a comfortable retirement – let's make sure that doesn't happen to you!

Tax & Accounting includes:

  • Bookkeeping – Through an automated process, we save dentists 3 hours/month, on average. 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?  Many dentists scramble with a 'reactive' approach to taxes – it's time to take a 'proactive' approach, and we'll show you how!

Financial Planning

Collaboration is key to ensuring your business finances and personal finances come together in a comprehensive plan.  It boils down to, realistically, achieving a work-optional lifestyle where work can become elective in the form of early retirement and financial independence.  Worried about your retirement? – Let's talk!

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 in Chicago 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 Chicago 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 Chicago office or 3) selling your current practice.

Whatever your transition plan might be, count on our dentist accounting team to ease the stress, uncertainty, and confusion.

Our financial experts will 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!

Your Financial Stability Begins Here – Give Us a Call!

Chicago dentist professionals can connect with our accountant team in a variety of ways:

  • Call (913) 681-9155, for immediate assistance.
  • 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 Chicago dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!
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Your Financial Stability Begins Here – Give Us a Call!

Chicago dentist professionals can connect with our accountant team in a variety of ways:

  • Call (913) 681-9155, for immediate assistance.
  • 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 Chicago dental practice.
  • Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!