DATA INTEGRITY

Commitment to Privacy.

Precision Dental Consulting and Accounting Services, LLC is dedicated to protecting the sensitive financial and personal information of our clients. We maintain rigorous standards to ensure that your data remains secure, confidential, and compliant with all regulatory requirements. This policy outlines how we handle your information with the same precision we apply to your practice finances.

Schedule Consultation

Effective Date: April 21, 2026

Our Commitment to Privacy.

Introduction

Precision Dental Consulting and Accounting Services, LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information, including information collected in connection with SMS and text message communications.

1.1 Information We Collect

We may collect the following categories of personal information:

  • Contact information: name, phone number, email address, and mailing address.
  • Business information: practice name, professional role, and specific service requirements.
  • Communication data: inquiries, appointment requests, and formal correspondence.
  • SMS/text opt-in data: mobile phone number and consent records when you choose to receive text messages from us.
  • Website data: IP address, browser type, and usage information collected through cookies and analytics tools.

1.2 How We Collect Information

We collect information through the following methods:

  • Contact and inquiry forms on our website (precisiondentaladvisory.com).
  • SMS/text message opt-in forms on our website or within service agreements.
  • Direct communications via telephone, email, or in-person consultations.
  • Service contracts and formal engagement agreements.

1.3 How We Use Your Information

We use the information we collect to:

  • Respond to inquiries and schedule professional consultations.
  • Deliver the dental-specific advisory, bookkeeping, and financial services you have engaged us to provide.
  • Send appointment reminders, service updates, and account-related communications via text message (only if you have opted in).
  • Fulfill our contractual and legal obligations to you.
  • Improve our website functionality and service delivery.

1.4 SMS / Text Message Communications

If you opt in to receive text messages from Precision Dental Consulting and Accounting Services, LLC:

  • We will only send messages related to our professional services, appointment scheduling, and account-related updates.
  • Message frequency varies based on your engagement. We do not send bulk promotional or marketing SMS campaigns.
  • Message and data rates may apply depending on your carrier and plan.
  • You may opt out at any time by replying STOP to any message. You may also reply HELP for assistance.
  • Mobile opt-in data and SMS consent information collected by PDA will never be shared with, sold to, or transferred to third parties or affiliates for marketing or promotional purposes.

1.5 Information Sharing and Third Parties

We do not sell, rent, lease, or otherwise transfer your personal information to third parties for marketing or promotional purposes. This prohibition expressly includes mobile opt-in data and SMS consent records. We may share your information only in the following limited circumstances:

  • With service providers who assist us in delivering our services (such as accounting software or communication tools), who are contractually bound to protect your data and use it only as directed by us.
  • As required by law, regulation, court order, or governmental authority.
  • To protect the rights, safety, or property of our firm, our clients, or others.

1.6 Data Security

We implement industry-standard technical and organizational measures to protect your personal information from unauthorized access, disclosure, or destruction. While we take extensive precautions, no security system is completely impenetrable, and we cannot guarantee absolute security.

1.7 Your Rights and Choices

You possess the right to:

  • Opt out of SMS communications at any time by replying STOP to any text message from us.
  • Request access to, correction of, or deletion of your personal information by contacting us directly.
  • Withdraw consent for communications at any time, subject to applicable law.

1.11 Contact Us

For questions regarding this Privacy Policy or our data practices, please contact us at:
Precision Dental Consulting and Accounting Services, LLC
(706) 830-5999  |  [email protected]  |  precisiondentaladvisory.com/privacy-policy

Meet the Advisors
Capabilities

Dental-Specific Financial Services

01

Tax Planning & Preparation

Proactive and personalized strategies to reduce tax liabilities. Ensure timely and accurate filings.

02

Dental-Specific Bookkeeping

Customized bookkeeping solutions built for the unique cash flow and operational structure of dental practices.

03

Practice
Transitions

Expert consulting for buying, selling or merging a practice so you can make confident, profitable decisions.

04

New Practice Start-Up Support

From entity selection to financial system setup, we help new practice owners start strong.

05

Financial Consulting & KPI Tracking

Ongoing performance monitoring, cash flow management and profitability optimization to drive better business outcomes.

06

Retirement & Succession Planning

Long-term strategies to protect your wealth, secure your future and create a seamless transition when it is time to step back.

Client Insights

Endorsements of Excellence.

I am honored to write this letter of recommendation for Shannon Duke. Shannon has been our accountant for several years, and I can say without hesitation that her expertise, professionalism, and integrity have been invaluable to our business.

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.
Stephanie CohenOffice Manager at Whole Healing Dental
My CPA, Shannon Duke, has been a major force of "bringing calm" to my professional and personal life. I am forever grateful to her.

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.

Amy Dayries, DMD, FAIHMIntegrative Care | Whole Healing Dental

Strategic Insights, Delivered.

Join a private network of practice owners receiving our monthly tax and operational briefings.

FEEDBACK AND COMPLIANCE

Digital Accessibility Assistance.

Precision Dental Consulting and Accounting Services, LLC is dedicated to maintaining a transparent and inclusive digital environment for all practitioners and partners. If you encounter a barrier while navigating this website, or if you possess suggestions on how we can improve our digital accessibility standards, we invite you to provide that feedback through the form below. We monitor these submissions closely to ensure our platform remains compliant and professional. Our team will review your inquiry and we will provide a comprehensive response within three business days.

Precision Dental Consulting and Accounting Services, LLC would like your consent to send informational text messages from 706 830 5999 to the mobile number listed above, in response to your questions or to provide information relevant to your relationship with us.

Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply 'STOP' to unsubscribe at any time. Reply 'HELP' for assistance or more information. We do not share your mobile opt-in information with anyone. See our privacy policy and messaging terms and conditions at https://precisiondentalaccounting.com/sms-terms/ for more information.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.