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What We Do
Who We Are
Resources
❯
Blog
Video Library
eBooks
Links
Resources Library
In The Loop
Magazine
QuickReads
Client Center
Client Communication
Onvio Documents
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QuickBooks Online
RUN Powered by ADP
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Practice Management
IRS Increased HSA Contribution Amounts for 2025
The new 2025 Health Savings Account contribution limits and tips to maximize tax-free savings for future healthcare expenses with an HSA.
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File Your Beneficial Ownership Information Report Now
A dental practice owner’s guide and reminder for submitting the Beneficial Ownership Information Report (BOIR).
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How Business Credit Cards Can Impact Your Personal Credit Score
How business credit cards can affect your personal credit score and how to manage credit utilization for financial success.
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Building the Right Team and Culture for a Fee-for-Service Transition
Steps to set up your team and culture for a successful transition to a fee-for-service dental practice.
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Three KPIs to Focus on for Private Dental Practice Success
Discover three KPIs for dental practice success: new patient rate, patient retention, and case acceptance rate, plus actionable tips.
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Why Roth Matters: A Guide for Dentists
Funding Roth retirement accounts now is important for tax-free growth, flexibility, and smart retirement planning.
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Are You Mad Enough Yet to Take Back Your Dental Practice?!?
Regain control, reduce hidden costs, and boost patient loyalty. Break free from PPOs and transform your private dental practice today.
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Private Dental Practice Success and the Psychology of Money
Understanding the psychology of money can enhance financial decisions in your dental practice for long-term success and growth.
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Cyber Insurance is Crucial for Your Private Dental Practice
Protect your private dental practice from cyber threats with cyber insurance. Learn why it's important and how it safeguards your data and reputation.
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Practice Transitions: A Guide for Private Dental Practice Owners
How involving your trusted advisor early ensures a smooth dental practice transition, maximizing benefits and aligning with your goals.
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Understanding Your Tax Strategy: Are You Paying a Good Amount of Tax?
Optimize your dental practice's finances with strategic tax planning. Reduce tax liability and support growth with smart investments and deductions.
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Reduce Broken Appointments at Your Practice: Deposits and Incentives
Strategies to reduce no-call no-shows in your dental practice with deposit policies and incentives for better appointment adherence.
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Employing Your Kids in Your Dental Practice: Roth IRAs for College
The benefits of employing your children in your private dental practice and how to leverage Roth IRAs for college expenses.
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Annual Shareholder Meetings: A Guide for Private Dental Practices
Strategies for private dental practices to hold and document annual shareholder meetings effectively, ensuring compliance and benefiting your practice’s financial health.
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Starting or Buying a Dental Private Practice is Still Worth It
Starting or buying a private dental practice is a smart investment despite high interest rates, corporate competition, and student loan debt.
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