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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.

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How to start building an emergency fund for your small business

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In the Loop

Your magazine of
personal finance

From the firm: Make a plan, then take a break this holiday season

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Resolve to make this the year of the emergency fund

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Frugal, festive and fun family activities

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QuickReads

Let's talk business

5 good reasons to have an emergency fund

If you’ve put off creating an emergency fund in the past, here are 5 compelling reasons to create one now.

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How to 'talk to the channel' in multichannel marketing

Multichannel marketing may sound like the latest buzzword, but it’s actually a strategy that makes sense, given all the choices your existing and pote...

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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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