Solutions for Dentists
Services for providing insight into the accuracy and validity of your dental practice or group’s accounting and financial information to discover and correct issues, install controls, assist with financial decision making and respond to 3rd party financial information requests.
Learn More about agreed upon procedures and reviews and compilations.
Along with practicing dentistry comes the challenges of running the business. When you dedicate time to running your practice, that takes away from the time you can spend with patients. Working with an advisor to help you achieve the goals you have for the practice is a way to move the needle more quickly.
For dentists seeking guidance in areas such as strategic planning, growth opportunities, business transformations, or selling, merging or transitioning their practices.
Learn more about business advisory and consulting services.
For dentist practices or groups seeking to make managing their business easier via outsourcing back-office accounting functions like:
- Payroll
- Accounts payable and accounts receivable
- Analyzing areas for automation
- Implementing cloud-based solutions
- Training staff on new software and procedures
Learn more about how dentists use outsourced accounting.
Are you getting every bit of profitability out of your practice that you can, especially with insurance headwinds? This solution is designed to help you uncover opportunities to boost profitability, build capacity to treat more patients and achieve the goals you have for your practice.
Dental practice ownership is an exciting time for every dentist. And it’s a lot of work! You’ll need a team of advisors to make sure everything is in place so you can focus on patient care. Whether you’ve started a practice before, or this is your first, a dental practice advisor can make sure you’re set up for success and open on time.
Tax minimization strategies and tactics at the corporate level with a focus on capturing relevant federal and state incentives, credits and deductions for dental practice or groups.
Learn more about tax and compliance for businesses.
Tax minimization strategies and tactics for dental practices or groups with a focus on opportunities under the new Tax Cut and Jobs Act and recent changes to state tax requirements. We also help with tax strategies related to succession planning and exiting the business.
Learn more about individual tax planning and compliance.
For dental practices and groups seeking technology support to help streamline and enhance their business operations while securing valuable patient data from bad actors and cyber threats.
Learn more about technology services.
We help dentists and physicians like you develop and implement customized strategies for achieving long-term goals, strengthening your financial security and maintaining your quality of life.
Learn more about wealth management services.