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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
Video Conferencing
MyPay
QuickBooks Online
RUN Powered by ADP
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Practice Management
Balancing Profitability: Fees, Case Acceptance, and Dental Success
A guide to striking the perfect balance between fees, case acceptance, and technology for a thriving dental practice.
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Cultivating Culture for Dental Practice Success
Essentials for dental success: explore culture building, hiring tips, and retention strategies for a thriving practice.
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Beneficial Ownership Report: A Guide for Dental Practice Owners
A dental practice owner’s guide to submitting the Beneficial Ownership Information Report (BOIR).
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Mastering Tax Season: A Dentist's Guide to Smooth Withholding
Regular payroll withholding can help dentists proactively manage tax liabilities.
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The Impact of a Positive Culture at Your Dental Practice
A positive practice culture can help your dental practice attract talent and improves both employee retention and the patient experience.
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Exceptional Patient Experience: A Guide for Private Dental Practices
A six-point guide on how to design and deliver an exceptional patient experience to compete with large, corporate dental practices.
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Navigating the New Year: A Guide to Updating Your Employee Handbook
Review and update the employee handbook at your dental practice annually.
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Front-Desk Focus: Increasing Efficiency & Effectiveness
Outsourcing administrative front desk tasks at your dental practice to enhance patient experience.
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Be Cyber Aware: Change Your Passwords Now
Change your passwords at the beginning of the year and every 90 days.
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Checklist: End-of-Year Tasks at Your Dental Practice
Things to review at the end of each year in your dental practice.
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Financial Planning: The Time Value of Money
Practical implications of financial principles and the critical balance between managing debt and investing.
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Financial Planning: Investing vs. Paying Down Debt
An often-overlooked aspect of financial decision-making is the cost of being excessively risk-averse, especially when handling low-interest loans.
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Secure Act 2.0: Tax Credits for New 401K Plans in Your Dental Practice
The Secure 20 Act offers small businesses tax credits to start a new retirement plan.
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Financial Planning: The Rule of 72
The Rule of 72 is a simple way to estimate how long it will take for an investment to double.
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Fund Your IRA & Roth IRA Accounts for 2023 and 2024 Now
Deadline & contribution amounts for funding IRAs for 2023 & 2024.
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