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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
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QuickBooks Online
RUN Powered by ADP
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Practice Management
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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2024 Updated Retirement Contribution Limits & Caps
The IRS updated retirement contribution limits & caps for 2024.
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Increasing Profit in Your Dental Practice: 5 Simple Steps
Five simple ways to increase profit in a dental practice.
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IRS Issues Warning to Beware of Fake Charities
The IRS recently warned taxpayers to beware of criminals posing as charities asking for donations.
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Get Ready to Raise Fees in Your Dental Practice Now
The best practice is to raise fees by 5% across the board annually at your dental office.
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Request W9s from 1099 Contractors Now
Issuing 1009s is important to keep your practice in compliance with federal law, request W9s from contractors now.
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Writing a Business Plan Series – Step 6: Products & Services
Components to include in the products & services section of your dental practice business plan.
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Property Tax Relief & Dates to Know for the TX 2023 November Election
On November 7, property tax relief for homeowners & small businesses in Texas is on the ballot.
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Tips for Private Dental Practices to Compete with Corporate Dentistry
Tips for private dental practices to use to compete with DSOs.
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Remind Patients About Their Expiring Dental Benefits Today
Tell your existing patients with unmet dental needs about their unused & expiring insurance benefits.
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