ABOUT OUR FIRM
Patient Care is Your Focus.
Financial Clarity is Ours.
You built your practice to focus on clinical excellence. We built our firm to handle the rest. We provide the proactive financial strategy dental professionals need to operate with confidence.

DEDICATED TO DENTISTRY
Specialized Accounting. Backed by 25+ Years of Experience.
Most successful dentists eventually outgrow their standard accountant. You need more than someone to file taxes at the end of the year—you need an advisory team that intimately understands the business of dentistry from the inside out.
We serve as your dedicated fractional leadership. From an associate opening their first doors to a seasoned owner planning a transition, we deliver the strategic insight necessary to optimize your operations. We handle the complex financial planning so you can keep your focus firmly on your patients.
FOUNDER | ACCOUNTING & TAX PARTNER
“Practical, strategic approach.” Shannon leads the firm’s tax strategy and compliance services. She advises executive teams on complex tax matters to reduce risk, maintain compliance, and build financially sound organizations.
OPERATIONS PARTNER
“Clarity—not complexity.” Nathan bridges the gap between financial strategy and daily execution. He helps leadership teams align people, processes, and capital to drive measurable growth rather than theoretical plans.
Operating with True Financial Clarity.
Is a Strategic Advantage.
Precision Dental Accounting completely restructured our tax strategy. Their foresight allowed us to reinvest heavily into new equipment and scale our second location without cash flow strain.
DR. SARAH JENKINS
Jenkins Family Dentistry
Standard accounting firms do not understand clinical overhead. This team organized our books to reflect the actual realities of our practice, giving us a massive competitive edge.
DR. MICHAEL CHEN
Elevate Dental Partners
We brought them in to manage an acquisition transition. Their meticulous due diligence and valuation review ensured we were protected and positioned for immediate profitability.
DR. EMILY STONE
Stone & Associates
Having a fractional CFO who exclusively knows the dental space changed everything for us. We now have concrete key performance indicators that drive our growth strategy every single month.
DR. JAMES ROBERTS
Apex Oral Surgery
Their team managed the entire financial modeling process for our new start-up clinic. We opened our doors efficiently and maintained positive cash flow far faster than anticipated.
DR. ALISSA VANCE
Vance Orthodontics
When it was time to plan for retirement, they engineered a seamless succession strategy. Their expert guidance maximized my return and protected my legacy perfectly.
DR. ROBERT KLINE
Kline Dental Aesthetics
Client Insights
Endorsements of Excellence.
Shannon’s attention to detail and deep knowledge of accounting principles have helped us navigate complex financial situations with confidence and clarity. She is exceptionally organized, prompt, and thorough in her work, ensuring that nothing is overlooked and that we are always in compliance with current regulations.
Beyond her technical skills, Shannon is a true partner to her clients. She takes the time to understand our unique goals and challenges, and she always goes the extra mile to offer proactive solutions and sound advice. Her calm demeanor, clear communication, and genuine care for our success have made her an indispensable part of our team.
If you are seeking an accountant who combines professional excellence with a personal commitment to her clients’ best interests, I wholeheartedly recommend Shannon Duke. She has earned our complete trust and highest regard.
She has functioned as my accountant for dental practice finances and for my personal taxes for several years.Leading up to working with Shannon and when I first became a client of hers: my dental practice had greatly expanded and my business partner of 23 years had just retired, my office building had been bought and sold, and a side business involving rental needed cleaning up with accounting, my husband's business that has complex legal obligations in multiple states needed more scrutiny and expertise, inheritance monies were being distributed, and personal life changes involving adult children and marriage financial issues were all in flux. Wow! I needed help!
Shannon worked out all the above financial issues for me with finesse, efficiency, and she taught me how to look after myself better. She helped me to financially firewall my dental practice and oversaw the splitting up of my large dental practice into smaller separate practices, protecting my assets. This was a very complicated topic, but I knew I was in excellent hands. She also worked with my practice attorney in this matter seamlessly.
I have had many financial conversations with Shannon. She does not nickel and dime me. She charges me a flat rate monthly. Sometimes, I need a lot of help, requiring a large chunk of professional time. Other months, it is less. I really appreciate Shannon's generosity with her time and quick responsiveness when I have concerns and questions. If you would like to speak with me privately about why I highly recommend this excellent accountant, please feel free to call me at (678) 327-9661.

After April 15: Proactive Tax Planning for Dental Practices
For high-performing dental practices, April 15 isn’t the finish line—it’s the starting point. Discover how transitioning from reactive compliance to proactive tax planning can reduce liability, optimize compensation structure, and
Strategic Insights, Delivered.
Join a private network of practice owners receiving our monthly tax and operational briefings.
START THE CONVERSATION
Gain True Clarity Over Your Financial Future.
You should not have to navigate complex tax strategies and cash flow cycles alone. Partner with a CPA-led advisory team dedicated entirely to the dental profession. Reach out today to schedule a complimentary consultation and discover what a true financial partnership looks like.