OUR SERVICES
Tax Advising, Planning, and Preparation
Our tax planning services go beyond compliance. We don’t just make sure your practice meets all IRS requirements—we help you uncover opportunities to keep more of what you earn. By working closely with dentists, we develop proactive strategies that minimize liabilities, maximize deductions, and put more money back into your practice. From preparation to filing, we ensure your taxes are accurate, timely, and fully optimized for savings.
Accounting & Bookkeeping Services
We provide comprehensive accounting solutions tailored to dental practices. Our services include bookkeeping, payroll setup and monitoring, and year-end clean-up to keep your records accurate and organized. Beyond the numbers, we deliver clear financial statements and analysis that highlight the health of your practice—so you can make smarter decisions, identify opportunities, and confidently plan for growth.
Successful Business Coaching
Our business coaching is rooted in real-world dental experience. Having built and coached several dental offices, we understand the unique challenges dentists face—managing staff, balancing patient care with profitability, and making tough business decisions. Through one-on-one coaching, we help dentists identify practical areas for improvement, strengthen leadership, and create sustainable growth strategies.
Dental Practice Start-Ups
Starting a dental practice is exciting—but also overwhelming. Having built a startup dental office from the ground up and scaled it to a high revenue practice in its first year, we know what it takes to launch successfully. From choosing the right business structure to setting up financial systems and planning for growth, we guide you through every step so your practice starts strong and stays profitable.
Retirement Planning Guidance
Building a successful dental practice is only part of the journey—understanding and organizing your finances is just as important. We provide educational resources and coaching on financial systems, tax principles, and long-term planning concepts designed to help dental professionals make informed decisions. From retirement frameworks to tax-smart strategies, we help you gain clarity and confidence in managing your financial life while supporting the growth of your practice.
Practice Acquisition or Sale Advisory
Whether you’re buying your first practice, expanding, or preparing to sell, the right guidance makes all the difference. We provide comprehensive advisory services to help you understand the financial, tax, and operational impacts. From valuation and due diligence to deal structuring and transition planning, our team ensures you make informed decisions that not only protect your investment and maximize value but is a right fit for your lifestyle choice and goals.
Financial & Wealth Analysis
Efficient bank reconciliation is key to maintaining accurate financial records and a healthy practice. We help dental practices reconcile accounts, identify discrepancies, and highlight areas for improvement. By turning your numbers into clear, comprehensive reports, we uncover opportunities to strengthen controls, reduce waste, and increase profitability—giving you the insights you need to make confident, growth-focused decisions.
Embezzlement and Fraud Anlaysis
Financial fraud and employee embezzlement are growing concerns in dental practices. Our team provides in-depth reviews of your accounting systems, payroll, and daily collections to identify irregularities before they become costly. With specialized experience in the dental industry, we help safeguard your practice’s finances, strengthen internal controls, and give you peace of mind knowing your numbers are accurate and protected.