Professional Tax Advisory Outsourcing Payroll Services

Accounting Services Personalized For Your Dental Practice

Outsourced Accounting

Our team can handle the day-to-day financial work, payroll, budgeting, forecasting and more

Tax Planning

Business & personal services include tax planning, preparation and filing.

Dental Practice Advisory

Services include outsourced CFO services and merger & acquisition support.

Outsourced Accounting

Managing your dental practice’s finances can be complex and time-consuming, leaving you with less time to focus on patient care. Our outsourced accounting services provide comprehensive financial solutions to streamline your operations, ensure compliance, and maximize profitability. By entrusting your accounting needs to us, you gain the expertise of a dedicated team committed to your financial success, without the overhead costs of an in-house accounting department.

Bookkeeping and Record Maintenance

  • Accurate tracking of income and expenses.
  • Categorization of transactions tailored to dental practices.
  • Monthly, quarterly, and annual financial reporting.

.Payroll Management Assistance

  • Assist in setting up and using an online payroll platform, such as ADP or Gusto.
  • Platform handles filing payroll tax returns and related forms (e.g., Form 941, 940, W-2, etc.), direct deposit, and maintaining records; We’re available for questions.
  • Provide a periodic review of platform-generated reports and some forms, such as 1099s.

Financial Analysis and Budgeting

  • Creation of operating metrics tailored to dental industry.
  • Profitability analysis for specific services or departments.
  • Monitoring financial performance to identify growth opportunities.
Cloud-Based Accounting Solutions
  • Integration of advanced accounting software for real-time access.
  • Secure data management with cloud-based platforms.
  • Customized reporting dashboards to track key performance metrics.

Tax Planning

Navigating the complexities of tax regulations can be overwhelming, especially for dental professionals managing their own practices. Our specialized tax planning services are designed to help you stay compliant, minimize your tax liabilities, and strategically plan for the future. We provide personalized solutions that align with your financial goals and business operations—let us handle the details. 

Comprehensive Tax Analysis

  • Detailed assessment of your current tax situation.
  • Identification of potential deductions and credits specific to dental practices.
  • Evaluation of tax-saving opportunities for your business structure.

Year-Round Tax Strategy Development

  • Proactive planning to optimize tax outcomes.
  • Custom strategies to address changes in tax laws and regulations.
  • Coordination of personal and business tax plans for maximum savings.
Industry-Specific Tax Expertise
  • Guidance on dental-specific tax incentives.
  • Insight into depreciation schedules for dental equipment and real estate.
  • Support for tax implications of practice ownership transitions, mergers, or expansions.

Quarterly Tax Estimates and Payments

  • Accurate calculation of quarterly tax liabilities.
  • Timely reminders to ensure you avoid penalties and interest.
  • Assistance in setting up efficient payment systems.
Tax Compliance and Filing
  • Preparation and filing of federal, state, and local tax returns.
  • Ensuring all filings meet deadlines and regulatory requirements.
  • Addressing audits or inquiries from tax authorities on your behalf.

Dental Practice Advisory Services

Running a successful dental practice requires strategic decision-making and expert financial guidance. Our Dental Practice Advisory Services are designed to support you in every aspect of practice management, growth, and financial planning. Whether youre navigating complex business challenges, planning for expansion, or seeking high-level financial oversight, our team provides tailored advice to help you achieve your goals. 

Outsourced CFO Services
  • High-level financial leadership tailored to your practice’s needs.
  • Development of financial strategies to optimize profitability and growth.
  • Oversight of budgeting, forecasting, and cash flow management.
Merger and Acquisition Support
  • Proactive planning to optimize tax outcomes.
  • Valuation review services to ensure fair and accurate assessments.
  • Transition planning to seamlessly integrate operations.
Strategic Business Planning
  • Long-term planning aligned with your practice’s goals.
  • Development of operational strategies to enhance efficiency.

Practice Start-Up and Expansion Advisory

  • Guidance on launching a new dental practice, including financial and operational planning.
  • Support with securing financing and managing costs.
  • Oversight of budgeting, forecasting, and cash flow management.

Exit and Succession Planning

  • Strategies to maximize the value of your practice before selling or transitioning.
  • Guidance on retirement planning and legacy protection.
  • Assistance with identifying and preparing successors.

Clean Financials

Simplified Reporting

Timely Deliverables

Ready To Get Started?