Dental Professionals
Financial guidance for dentists and their practices
We help dental professionals with tax planning, practice purchase and retirement planning, as well as business office management and practice valuations.
The Aldrich Dental team can provide the most value when we have regular conversations throughout the year, not just in tax season. With an array of practice consulting services available to fit your needs, our team of dental practice experts is ready to hit the ground running with you and your practice.
To get started or learn more about what our team can do for your practice, reach out to the Aldrich Dental team.
Bronze Package
- Ongoing bookkeeping and accounting services
- Cloud-based accounting platform with mobile access
- Monthly financial statements
Silver Package
- Everything in the Bronze Package
- Year-end tax projection planning
- Annual dental practice and personal tax returns
Gold Package
- Everything in the Silver Package
- Monthly coaching calls with our dental practice consulting team
- Annual team handbook review
Additional Available Services
- Practice management coaching and consulting
- Retirement plan services
- Personal property tax returns
- Form 1099 filings
- Budgeting and financial planning
- Retirement planning
- Life and disability insurance
What We Do
Dental Insights
Meet Our Professionals
Hannah Swan specializes in helping doctors and dentists across the United States in the areas of taxation, accounting, financial planning, and consulting. She has actively focused on helping businesses and individuals achieve their goals since 2008. Prior to joining Aldrich, Hannah concentrated on the financial services and non-profit industries. She has her bachelor’s degree in…
Hannah's EXPERTISE
- Healthcare
- Dental
- Certified Public Accountant
Write to Hannah
XServices for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
Does your #dental practice have a communication process in place? Here's how scripts can help:… t.co/PIHcF2yIHA
What is a #dental support organization, and why can it provide more affordable care? t.co/9r0gIoW9d7 #DSO
Patients tend to make decisions more on the anticipated experience of their #dental visit than clinical abilities.… t.co/X09G4JAKs0
Most dental students graduate with little to no training on the business side of dentistry. Here's how to lead your… t.co/hVE6LZJOJN
Looking for Support?
Are you a benefits recipient or looking for help with your client account? Send us an email at info@aldrichadvisors.com
Have a question?
Contact us to speak with one of our advisors.
