Stay updated on all areas of tax filings and business processes affected by COVID-19

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Sound advice and sophisticated strategies inspiring you to ascend beyond your goals

What we do

Strategies to help your practice grow & thrive

Practice Management Advisory Services

Our advisory services provide precise reporting and critical analysis. We will coach you to understand the financial performance of your practice including how it compares to industry benchmarks.

Learn more about practice management services.

Tax Strategy Advisory Services

We will work with you throughout the year to develop and implement a customized plan with tax-saving strategies tailored to your unique situation.

Learn more about tax.

R&D Credits for Dentists

The dental industry it an entirely unique industry with unique challenges, technologies, and need for innovation. While it is unlikely that many routine dental procedures will rise to the level of qualifying for the R&D tax credit, there are certain fact patterns where it could make sense for a dentist to claim the credit.

Learn more about R&D credits for dentists.

Bookkeeping & Payroll

Bookkeeping & payroll is the least enjoyable part of running your practice. Let us take it off your hands.

Learn more about bookkeeping.

WHO WE SERVE

Life's better when people understand your needs

Dentists

We know how to keep your practice healthy.

Oral Surgeons

Numb to the thought of accounting work? Let us handle it for you.

Orthodontists

Get back to what matters most—your patients—and leave the accounting work to us.

People

We are here to help reduce the burden of tax season.

ebook

Top 5 risks of DIY small business accounting

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In the Loop

Your magazine of
personal finance

From the firm: Waiting on the world to change

Read more about From the firm: Waiting on the world to change> ➞

Advisory services for the small business: A primer

Read more about Advisory services for the small business: A primer> ➞

Change management for businesses

Read more about Change management for businesses> ➞
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QuickReads

Let's talk business

How an accountant can help your small business succeed

If you’d like to free up your time to concentrate on growing your small business, find out how we can assist you with advisory services that can give...

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Sticking to your small business budget

Here are a few hints for making sure that your newly created budget is one you won’t have trouble following.

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KPI graphic

3 tips to develop a sound KPI strategy

Use the tips to help you navigate the world of KPIs and build a “starter plan” of sorts.

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