Our Services
Expert Financial Guidance Built Exclusively for Dental Professionals
What We Offer
Customized Solutions That Fit Your Practice Needs
Tax Planning & Preparation
We go beyond basic tax preparation with proactive, year-round strategies that reduce liability and eliminate surprises. Our dental-specific approach ensures you take advantage of all available deductions, credits, and tax-saving opportunities relevant to your practice.
- Individual and business tax return preparation
- Quarterly tax estimates and planning
- IRS and state compliance support
- Tax-saving strategies customized for dental professionals
Dental Specific Bookkeeping
We are familiar with the intricacies of dental financial workflows, encompassing insurance reimbursements and patient collections. Our bookkeeping services are designed to give you accurate, timely financials that make managing your practice easier and more effective.
- Customized chart of accounts for dental practices
- Monthly reconciliations and reporting
- Integration with dental practice management software
Practice Transitions
Transitioning a practice is one of the most important financial decisions a dentist can make. Whether you are acquiring a practice, merging with a partner or preparing to sell, we provide the expert guidance needed for a smooth, financially sound process.
- Practice valuations
- Due diligence support
- Cash flow forecasting and deal structure advising
- Tax planning for practice sales and purchases
New Practice Start-Up Support
Starting a dental practice is exciting, but it can also be overwhelming. We guide you through the financial aspects of launching your business so you can focus on building your patient base and delivering excellent care.
- Entity selection and business registration
- Startup budgeting and cash flow planning
- Accounting system setup and software recommendations
- Licensing and compliance guidance
Financial Consulting & KPI Tracking
We help you understand how your practice is performing and how to make it better. From key performance indicator (KPI) tracking to strategic consulting, our financial insights empower smarter decisions and greater profitability.
- Monthly or quarterly financial reviews
- Customized KPI dashboards
- Cash flow optimization
- Growth strategy and benchmarking analysis
Retirement & Succession Planning
We help dentists plan their exit strategy while maintaining financial strength throughout their careers. Whether you are five years or 15 years away from retirement, we will help you build wealth, minimize taxes and prepare for a smooth transition.
- Retirement goal setting and investment coordination
- Practice succession strategy
- Estate and wealth preservation planning
- Coordination with legal and financial advisors
What our clients say
