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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The business reevaluation: The key to your success

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In the Loop

Your magazine of
personal finance

From the firm: Resolutions for your business

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Hiring and managing a hybrid team

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Growing your business? Work with a tax and accounting professional

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QuickReads

Let's talk business

Diagnose the health of your small business's online presence

Simply having an online presence won’t do the trick on its own. Here's how you can boost your business's online presence.

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Intriguing info bites for National Women’s Small Business Month

In honor of National Women’s Small Business Month in October, we have some fascinating factoids about women in business.

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6 ways to keep your staff happy and engaged on a small-business budget

Here are some suggestions for affordable ways to keep your small business’s staff happy and around for the long term.

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