Why Dentists Need a Dental CPA
Dentistry has its own financial language: production and collections, hygiene capacity, broken appointment rates, PPO adjustments, and equipment financing. A generalist accountant can keep you compliant, but a dental CPA understands how chair time, staffing, and reimbursement trends flow through your P&L and impact your future. We interpret your numbers in the context of a dental practice so you can make confident decisions about hiring, adding ops, changing fees, or buying a building.
Our Process
How it works
Our comprehensive approach is data-driven but also looks beyond the numbers to the individual behind the dental practice. We provide dentists with peace of mind with an enduring plan for both expected and unexpected life events.
Our Full-Service Model
- True Dental CFO.
- KPI Analyses.
- Custom Reports & Projections.
- Strategic Planning.
- Financial Planning.
- Financial Statements.
- Bookkeeping.
- Business Tax Returns.
- Personal Tax Returns.
CFO Services
Includes:
Advice
- Prepare monthly financial statements.
- Quarterly meetings to review key performance measures.
- Strategic tax planning.
- Dental practice consulting.
Tax
- Tax preparation.
- Proactive tax planning.
Bookkeeping
- Track credit card expenses and receipts.
- Prepare 1099s for contractors.
- Reconcile bank accounts.
- Reconcile electronic transactions into QuickBooks.
- Reconcile credit card accounts.
