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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.

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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.

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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.

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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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Demystifying IRS Form 1099

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In the Loop

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personal finance

From the firm: What’s new for ’22?

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Prep your small business for a successful year

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Google My Business 101

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What are source documents…and why does my business need them?

If you’d like to understand the importance of source documents and a paper trail for a business owner, this quick primer is for you.

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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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