Our Team

Experienced advisors ready to partner in your success

We're committed to providing you with dental accounting, tax, and proactive consulting solutions.

Our accounting services are designed to reduce your administrative and bookkeeping burdens, while also providing you with valuable dental-specific financial benchmarks for your practice type to keep you updated and informed.  By utilizing both ongoing accounting and tax preparation services, we deliver a seamless planning and compliance process. 

Serving dental and specialty practices nationwide, our experienced team offers you comprehensive accounting and tax solutions including:

  • Accounting and cash flow management services (monthly or quarterly review of your practice financial statement)

  • Tax projections, planning, compliance, and tax preparation (in conjunction with accounting services)

  • Practice set up, new purchase planning, and new owner coaching services

  • QuickBooks set up and training

Specialization and expert knowledge of the dental industry set us apart, allowing us to focus on you, your business, and accomplishing your goals. 

Related Services

Tax and Business Planning

Our experienced advisors will put you on a proven path to success so you achieve financial independence and reach retirement with confidence.

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Coronavirus Resource Center for Dentists and Specialists

Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.

Go To COVID-19 Resources