As a dentist, you know that bad dental habits can ruin your teeth. As CPAs, we know that bad financial habits can ruin your business. We can help you develop strategies and tactics to create good financial habits. We understand that dental practices present challenges and opportunities that are unique. We know the questions to ask to create the solutions needed to help you grow and improve your business.

Our guidance goes beyond the day-to-day management of your practice; we ask you the hard questions to get you thinking about your business in ways you, most likely, have never thought of before. Our team helps you clarify goals and develop a practical, manageable, and smart plan for the financial health of your practice, as well as for you and your family's personal well-being.

Whether you are a new dentist, an established dentist, or a "dentist-in-transition"; in general dentistry or specialty dentistry; practice alone or with a team of dentists; or have a single location or a multi-location practice - our services are personalized to you and your business.

Please take a moment to review some of the services we provide to our dental clients.

Practice Management

Accounting and Bookkeeping

Tax Preparation and Planning

Practice Transition and New Practice Start-up

Personal Financial Planning

Practice Management Services

• Choosing the right type of entity – (Sole proprietor, LLC, S Corp, C Corp)

• Tax planning and structuring

• Strategic planning

• Practice start-up consultation

• Overhead analysis

• Contract review and negotiation

• Capital acquisitions

• Lease vs. buy analysis

• Billing, insurance and accounts receivable management

• Software system design

• Business continuation planning

• HIPAA/compliance

• Operational review

• Financing assistance

• Business plans

• Equipment acquisition planning

Accounting and Bookkeeping Services

• Financial statement preparation

• Outsourced controller/CFO

• Outsourced accounting and bookkeeping

• Accounting software support – QuickBooks

Tax Services

• Tax planning and preparation – Federal, State and Local

• Payroll and payroll tax reporting

• Entity selection - (Sole proprietor, LLC, S Corp, C Corp)

• IRS Representation

Practice Transition and New Practice Start-Up

• Mergers

• Acquisitions

• Buy/sell agreements

• Real estate sale or purchase

• Spin-offs

• Financing

• Adequacy of life insurance

• Liquidation or reorganization of a practice

• Litigation

• Succession planning

• Practice transitions – sale, merger, acquisition, partnership

Personal Financial Planning

• Retirement planning

• Succession planning

• Estate planning

• Asset protection

• Business continuation planning

• Trusts and charitable giving