SECURE COMMUNICATION

SMS Terms and Conditions.

Precision Dental Consulting and Accounting Services, LLC utilizes mobile messaging to provide efficient and timely updates regarding your professional engagement. We maintain strict compliance standards to ensure that our communications remain confidential, professional, and secure. This document outlines the protocols and terms governing our mobile messaging services.

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Effective Date: April 21, 2026

Our Commitment to SMS Security.

These SMS Terms and Conditions govern your consent to receive text messages from Precision Dental Consulting and Accounting Services, LLC (PDA). By opting in to receive text messages, you agree to these terms.

2.1 Message Sender

Text messages are sent by Precision Dental Consulting and Accounting Services, LLC (PDA), (706) 830-5999, precisiondentaladvisory.com.

2.2 Types of Messages

By opting in, you may receive text messages from PDA for the following purposes:

  • Appointment scheduling, reminders, and confirmations.
  • Service updates and status notifications related to your professional engagement.
  • Responses to your direct inquiries sent via text message.
  • Account-related communications such as document requests or follow-up items.

We do not send unsolicited marketing or promotional bulk SMS campaigns.

2.3 Message Frequency

Message frequency varies based on the nature of your engagement and your communications with us. You will not receive messages unless you have opted in or initiated a conversation. For account and scheduling-related activity, you may receive up to four to six messages per month per active engagement.

2.4 Message and Data Rates

Message and data rates may apply. Please check with your mobile carrier for details regarding your specific plan.

2.5 Opting Out

You may opt out of SMS communications at any time. To unsubscribe, please reply to any text message from us with any of the following words: STOP, END, QUIT, CANCEL, UNSUBSCRIBE, or REVOKE.

You will receive a one-time confirmation message acknowledging your opt-out. After that, you will not receive further messages unless you choose to opt back in.

2.6 Help

To receive assistance, reply HELP to any text message from us or contact us at:

2.7 Carrier Disclaimer

Carriers are not liable for delayed or undelivered messages. PDA is not responsible for any charges incurred as a result of receiving text messages.

2.8 Privacy

Your mobile number and SMS opt-in consent will not be shared with, sold to, or transferred to any third party for marketing or promotional purposes. For full details, please see our Privacy Policy at precisiondentaladvisory.com/privacy-policy.

2.9 Modifications

PDA reserves the right to modify these SMS Terms and Conditions at any time. Material changes will be communicated to active subscribers via text message or posted on our website.

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.

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