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.
COVID-19 Resources
- ADA Coronavirus Center for Dentists, resources and recommendations from the American Dental Association (ADA)
- California Dental News Related to COVID-19, a center of resources from the California Dental Association (CDA)
- AAP COVID-19 Resources, legislation, state and local information and webinar listings from the American Academy of Periodontology (AAP)
- Postpone Non-Urgent Dental Procedures, Surgeries, and Visits, a recommendation from the Centers for Disease Control and Prevention (CDC)
Visit our COVID-19 Resource Center to learn more about how Aldrich can help you and your business navigate this unprecedented time.
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
For Karen Burnett, enthusiasm for dentistry includes over 30 years of experience ranging from dental assisting and dental hygiene to more than 12 years of experience in dental practice coaching. She takes pride in providing results-oriented business solutions, using a tailored approach for the growth of individuals and teams. She is skilled in internal and…
Karen's EXPERTISE
- Dental business management
- Hygiene program profitability and analysis
- Treatment presentation and incomplete treatment follow-up
- New patient recruitment and retention
- Practice administration
Write to Karen
XServices for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
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Learn how to lead effective #dental team #meetings with these strategies: t.co/eCO0hMvsY5
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.
