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Dentist CPA Firm San Diego

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Our Expertise and Reach are Vast

Our dentist CPA firm can relieve the burdens, anxieties, and frustrations associated with managing the financial side of your dental practice including critical planning for financial stability into the future. Our skilled team-members serve more than 500 dentists in 46 states – dentists who enjoy the benefits and peace-of-mind of having their financial arenas managed under one roof.

If you want more quality time for yourself and your family, increased profitability, and a financially-enhanced retirement, our dentist CPA firm will make it happen! Engage Advisors has worked, exclusively, with dentist professionals for nearly a half-century to bring these types of goals to fruition.

It's never too late to plan for today, and it's never too early to plan for the future! Our dentist CPA firm is here to make sure all your financial bases are covered!

Turn Financial Mistakes Into Financial Assets

Our clients in San Diego place their faith in our tailor-designed, results-proven, money-saving strategies. A key component is our 'actionable data' that spurs vital decisions San Diego dentists make, continually.

Actionable data is predictable and, ultimately, decision-generating – it is spurred through collaboration with our CPA firm experts. Actionable data creates epiphanies and allows dentist professionals to make maximally-effective financial decisions that open doors for budgetary opportunities that would not be, otherwise, considered or attainable.

Some common financial mistakes dentists make include 1) not investing in a financial future 2) not updating financial plans – what worked when one was 30 may be ineffective when one is 15 years older 3) believing that what they must pay in taxes is set in stone and 4) ineffectively managing dental-practice growth – the list could be a long one.

You may have strong teeth but decaying finances – our dentist CPA firm serving San Diego is here to help!

Optimize Your Financial Health!

Engage Advisors offers four practice areas designed to optimize the financial health and success of your business.

Tax & Accounting

Our dentist CPA firm is extremely well versed with tried-and-true methods that can save you tens of thousands of dollars in unnecessary taxes. Wouldn't you agree it's time to keep more of what you earn?

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 worth their weight in gold 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

A collaborative partnership is key to ensuring your dental practice finances/personal finances come together in an integrated plan. It boils down to realistically achieving a work-optional lifestyle. Think of how work can become enjoyably elective in the form of early retirement and financial independence. Our dental CPA firm can bring your visions to fruition!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your San Diego 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 entail, count on our dentist CPA experts 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 dentist CPA firm will be with you, every step of the way! At the end of the day, it's all about you and your dental practice benefiting from our candor, collaboration, continuous improvement, and uncommon stewardship!

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Contact Engage Advisors Today!

Connect with our dentist CPA firm 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 Today!

Connect with our dentist CPA firm 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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