Why We Are Here

We Help Dentists Increase Profit and Keep More Through

Our Dental Practice & Tax Strategies

I hear all the time how Dental School teaches dentists how to be great at dentistry, but it doesn’t teach how to be a successful business owner. Would you be surprised to learn that there was no course in my Accounting curriculum on how to run a successful CPA firm either?  It’s true. So, I’ve been there, too!  But I found the right partners to help me figure out how to excel in what I do and in my business.

Part of the advice I received when I started by own CPA firm was to focus on one niche and do it really well; rather than working with all businesses where I could never really know the daily ins and outs about each industry. So, we work with dentists, orthodontists, and oral surgeons who want to move to their next level, whatever that means for them and their journey. We empower them with the tools, processes, and information they need to take action and make decisions.

No one should be ashamed of struggling in a business if they have never been shown the path for success. That is why we help dentists create the businesses they want and help them overcome a variety of issues such as: lack of revenue, staff issues, management concerns, finding a positive work-life balance, while also being financially successful, saving on taxes, saving money for retirement, and much more!

At the end of the day, we deliver strategies to dentists to reduce financial headaches for their practices, increase profit margins, and reduce taxes. Whether you are:

  • Just starting out,
  • Are struggling through your first couple of years,
  • Are successful and looking for profitable tweaks and ways to save on taxes, or
  • Are beginning to think about retirement and want to maximize your exit plan.

If you are looking for a partner to help you get to your next level, feel free to contact me today to see if we might be a good fit to work together.