Dental Practice Accounting | Aldrich Advisors

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Dental

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
Practice Management

We provide guidance and business knowledge for the entire life cycle of your practice.

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Practice Transition

Are you considering purchasing or selling a dental practice?

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Dental Tax Services

Finding opportunities for tax credits and deductions.

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Cloud Accounting Solution

We are a full-service bookkeeping, accounting and advisory firm driven by technology to help dentists achieve their business goals and personal dreams.
Learn more here.
Dental Insights
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Year-End Tax Planning Guide 2019

As you prepare to file 2019 taxes in early 2020, it can be tempting to...
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Lead Your Dental Practice Like a CEO
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How to Choose the Right Dental Disability Insurance
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Meet Our Professionals
Connect with Hannah
Manager

Hannah Swan, CPA

Aldrich CPAs + Advisors LLP

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
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Services for dental professionals

  • Practice check-up and benchmarking
  • Retirement plan analysis and design
  • Revenue optimization
  • Cost-segregation study
  • Fee structuring
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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.

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Meet Our Professionals

Dental

Karen Burnett, RDH, MA
Dental Practice Consultant
Hannah Swan, CPA
Manager
Write to Karen
X
Expertise:
  • Dental business management
  • Hygiene program profitability and analysis
  • Treatment presentation and incomplete treatment follow-up
  • New patient recruitment and retention
  • Practice administration

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Write to Hannah
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Expertise:
  • Healthcare
  • Dental
  • Certified Public Accountant

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