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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.

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Oral Surgeons

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


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


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


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

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Advisory services for the small business: A primer

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Change management for businesses

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