Accounting for Practice Owners
Ownership brings a new level of complexity. We provide the complete financial command center—from payroll and compliance to high-level tax strategy—freeing you from the daily financial burdens to focus on what matters most.
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Your Blueprint for a Profitable & Scalable Practice
We implement the complete financial infrastructure your practice needs to thrive. We manage the daily complexities of payroll and bookkeeping while providing the high-level CFO strategy to drive profitability, giving you back the time to be a leader.
Managing the finances of a dental practice requires more than standard accounting; it demands expertise in the specific needs and challenges.
- Maximize Pass-Through Tax Savings
- Optimize Owner Retirement Plan Design
- Empower Decisions with Practice KPIs
- Budget Strategically for Multi-Site Growth
- Review Contracts with Associates, Landlords & Vendors
- Streamline Payroll & Daily Bookkeeping
The Practice Owner's Playbook
Free Yourself to Serve Your Team & Care for Your Patients.
Your Financial Command Center
We act as your expert fractional CFO, providing the cross-departmental strategy to drive profit. We set your operating & capital budgets and keep you on track with timely bookkeeping, cash monitoring & budget variance analyses.
Your Dental Industry Insider
We are your fierce advocate in high-stakes negotiations. We vet the critical experts—from PE/DSO attorneys to cybersecurity—and help you structure associate equity partnerships to build alignment and protect your enterprise.
Your Growth & Scaling Roadmap
This is your strategic plan for expansion. We provide the financial modeling for new locations, help you budget for centralized services, and structure your growth—all designed to maximize your group's enterprise value for a highly profitable future exit.
1
Initial Consultation & Goal Setting
It all starts with your vision. We listen to understand your unique definition of success, then we apply our expert strategies to create your secure, efficient path forward, making sure you sidestep common mistakes.
2
Comprehensive Accounting & Tax Analysis
This is our two-pronged deep dive. We meticulously analyze your P&L drivers to find clear opportunities to boost profit, then align this with a comprehensive tax review to protect your wealth and fund your vision.
3
Customized Strategy Development
This is where we build your engine for growth and profitability. You'll receive a comprehensive, year-round strategy detailing exactly how we'll boost P&L performance, manage complex tax and payroll, and provide the high-level insights you need to scale your practice.
Why Practice Owner's Choose Us
- Our 100% dental focus delivers proven solutions for your practice.
- We are your CFO, freeing you up to lead.
- Our year-round strategy ends your last-minute tax stress.
- Our expertise guides your biggest deals, giving you confidence.
- We are your dedicated partner, always available for your questions.
Who We Serve
Proven Results Speak for Us
Ready to Build Your Wealth Strategy?
Care for your patients, forget about bookkeeping.
Frequently Asked Questions
How do I prevent embezzlement in my practice?
Trust is not a financial control. We help you implement “Segregation of Duties”—ensuring that the person posting payments to the patient ledger is not the same person making the bank deposit. We also audit your “Adjustment Reports” monthly to catch false write-offs, which is the #1 way theft is hidden.
Should I buy the building my practice is in?
If you plan to stay for 10+ years, almost always yes. Owning the real estate allows you to pay rent to yourself, build equity, and perform a “Cost Segregation Study” to accelerate depreciation, which can create a massive tax deduction in the year you buy.
Can I hire my spouse or children?
Yes, and it’s a great tax strategy. Hiring your children (for legitimate work) shifts income from your high tax bracket to their lower (or zero) tax bracket. Hiring your spouse can also unlock additional retirement contribution opportunities, doubling your family’s tax-advantaged savings.
Should I buy new equipment (like a CBCT) at year-end just to lower my taxes?
Never spend a dollar to save 40 cents. We advise you to purchase equipment only if it drives a clear ROI—meaning it increases case acceptance or clinical speed. We treat the tax deduction (Section 179) as the “cherry on top,” but we ensure you never drain your working capital on a machine that doesn’t pay for itself.