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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Why your small business should invest in technology

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In the Loop

Your magazine of
personal finance

From the firm: Planting seeds for success

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Debt management for business owners

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Sustainability: Why it matters

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