RUN A BETTER DENTAL PRACTICE

LET US HELP YOU

We are a full-service bookkeeping, accounting and advisory firm driven by technology to help dentists achieve their business goals and personal dreams. If you are looking for a firm to be your long-term partner and ongoing trusted advisor, you’ve come to the right place.

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BOOKKEEPING

We help you manage your business from anywhere, anytime, any device.

Our technology-based bookkeeping and accounting services simplify the financial complexities for dental professionals. Through our cloud solution, we take care of recording all financial and banking transactions, reconciling your books with no surprises, so you can focus on spending time with your patients and doing the things you enjoy outside of the office.

We will handle your financial statements, balance sheets, sales tax requirements, and the prior reconciliation of your bookkeeping. We have experience with invoicing tools that fully integrate into our technology.

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TAX

Efficient tax planning for dentists.

We are a Top 100 Accounting firm nationally, offering tax planning and preparation in all tax matters – sales tax, individual, business, partnership, and estate tax. We believe that proactive tax planning throughout the year is critical to a successful long-term relationship with our clients.

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RETIREMENT PLANNING

We help you maximize retirement savings.

Many dental professionals seek ways to increase their tax deductions as well as accelerate their retirement savings. We offer many different strategies for you to achieve both objectives.

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PRACTICE MANAGEMENT CONSULTING

One answer doesn’t work for every practice.

Whether you are starting a practice, buying or selling a practice or considering merging with another organization, our dental services team is here to guide you through the process. We work with hundreds of dental professionals helping grow their practices and create strategies that align with long-term goals.

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OUTSOURCE CFO

Run a thriving and profitable business.

Developing meaningful insights into your dental practice provides a strong foundation for planning the future of your business.

We create dashboards to monitor KPIs (Key Performance Indicators) and as a trusted advisor, deliver analysis so you can make informed decisions about how to enhance your business. Easily track your cash flow and financial projections, to monitor your dental practice real time.

With a cloud-based solution, you have complete financial transparency, to run a thriving and profitable business.

Talented dental professionals know when to use trusted advisors.

You’ve come to the right place.