Dentists come to us with the same worries, told in different ways. Every one of them is treatable, the same way you treat a patient: diagnose first, then plan.
"Full service" gets said a lot. Here is what it actually means at Parkhurst Consulting: four disciplines that most dentists buy from three or four different vendors, practiced under one roof by one team that shares one understanding of you.
Your personal roadmap: lifestyle, debt management, net worth, retirement needs, insurance, and estate, all built on the 7-step financial planning process.
True dental CFO services: KPI analysis, custom reports and projections, and strategic planning for the practice that funds it all.
Using the power of time, and your practice as the engine, to convert income into lasting, compounding wealth.
Bookkeeping, financial statements, and business & personal tax returns, done in the right order, as part of the plan.
Yes, we handle the books, the accounting, and the taxes too. They're not the product. They're the foundation the advice stands on. For us, this is a way of life.
Your practice return and your personal return describe one financial life. Wages, pension funding, taxable income, tax buckets: dollars flow between the two constantly, and every choice on one side moves the other.
Our space is the overlap, and it expands over time. We engineer the flow between practice and personal so you keep the most control on the way to financial independence.
We're often asked, "Do you prepare my 1040 too?" Yes. Because we see the person and the practice as the same engagement, advised at the level that only comes from knowing both comprehensively.
Planning isn't an event. It's a cycle. We move through it with you, with ongoing check-ins throughout the year.
When you're looking for the right CPA, make sure they're not fixated on forms and deadlines. Many firms are built entirely around tax preparation, trained to schedule their lives around the tax calendar. We've seen that side firsthand: after burning through three and a half months of tax frenzy, there's little capacity left to comprehensively plan for any dentist. The flow of that year doesn't let you think annually, and strategy can't be switched on at the flip of a season.
Our tax process starts with the same comprehensive understanding of you. We anticipate the forms you'll need and project your taxes from there:
Understanding you, your practice, and your entities.
We project your taxes while the year can still be changed.
Opportunities acted on in real time, not next spring.
Wages, benefits, and taxes paid in evenly by year-end.
A predictable process with no surprises by filing day.
Tax preparation only has value to the extent that the process is controlled. The filings are end products: formalities that confirm everything we already projected and communicated during the year.
And the accounting underneath it: your books are the foundation for the most valuable tools your practice has. A flexible chart of accounts built for growth. Vendors and payroll entered consistently, so analysis is accurate. Everything built with the end in mind (how does this land on my P&L and balance sheet?) because it's all about the reporting you'll receive. Pair your financial statements with your practice-management data and you finally see the true picture: which KPIs matter, when to track them, and how to use them.
Whether you're running your practice today, looking to start or buy one, or getting ready to transition, you need an advisor with hands-on industry experience who offers continuity as you grow.
Every consult ends in deliverables, not vibes. Here's the standard:
Overhead benchmarking, doctor and hygiene production analysis, per-day and per-hour economics, new-patient trends, presented in plain language, in your numbers, every year you work with us.
The life of a dentist is truly unique. Some paid for every hour of school; some had scholarships; some carried an unexpected detour to care for someone they love. Add a spouse (at home, on payroll, or out-earning the practice) and the permutations multiply. You could have every financial burden covered on day one, or nothing at all.
That's why boilerplate advice breaks. For all the ways your personal situation and practice challenges differ from the article your study club passed around, you should have peace of mind that your custom plan has a custom path, and that when you hit a crossroads, it's already been accounted for.
And when you build your executive team: think outward, not inward. Alignment, not services slammed at you without strategy. Your advisors should be identified deliberately, reviewed continually, and adapting to your practice's needs with your best interests in mind.
We work with dentists because they are truth-seeking, coachable small-business owners. As a small business ourselves, we value the opportunity to empower dental practice owners, and as our own lives expand, we enjoy taking our financial knowledge and applying it to help our clients reach their goals.
We practice what we preach. As a tight-knit, relationship-focused firm, we truly care about everyone we're honored to partner with. We're often told, "my old accountant never did that", and we love it. For us, this is a way of life.
To empower dental practice owners to practice the way they love, by providing the most concise and relevant financial advice and best practices they need to make the right decisions that lead to their financial independence.
To maximize the financial opportunities available to our clients by using the power of time to create financial independence while aligning with their current needs and goals.
One flat monthly fee replaces the patchwork: the separate CPA, bookkeeper, financial planner, and practice consultant who never talk to each other. No long-term commitment; we earn the relationship every month.
And just as you'd never quote treatment without an exam and X-rays, we don't quote a fee without understanding your practice. Your Practice Snapshot comes first; your proposal, built from your actual numbers, with your first 90 days mapped, follows within 48 hours of receiving your documents.
Tell us about your practice and your one burning question.
A get-to-know-us conversation on Zoom. Bring your questions.
Your Practice Snapshot: three real findings from your own numbers, in plain language.
One page of findings, your Path, one monthly number, one signature line.
Onboarding, your first Planning Day, and a partnership built for the long term.
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