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.

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KPIs: What they are and why they’re important

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In the Loop

Your magazine of
personal finance

From the firm: Tax season is here…a reminder to plan ahead

Read more about From the firm: Tax season is here…a reminder to plan ahead> ➞

Mastering your metrics: Why KPIs matter

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People first: Tips for retaining top talent

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More articles from this issue

QuickReads

Let's talk business

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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IRS notices 101

While not an exhaustive list, here are some of the most common types of notices and letters you can receive from the IRS.

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The pros of cash flow forecasting

Consider a few top pros of cash flow forecasting for your business.

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