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.
For dental practice or groups seeking guidance in areas such as strategic planning, growth opportunities, business transformations, or selling, merging or transitioning their businesses.
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:
- 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.
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.
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.