Our Story

We work with dentists because they're thoughtful, coachable, small-business owners, just like us.

We are often told, "My old accountant never did that," and we love it!

For us, this is a way of life.

Our Mission, Vision and Core Values

We empower dentists

Mission

Our mission is to empower dental practice owners to practice the way they love by providing concise and relevant financial advice and best practices that they need to make the right decisions that will lead them to financial independence. 

Vision

Our vision is to maximize the financial opportunities available for our clients by using the power of time to create financial independence while aligning their current needs and goals. 

Customer Values

Parallel Vested Interests | Transparency | Client Satisfaction | Comprehensive Understanding | Long-term Relationships | Partnerships | Communication

Team Values

Collaboration | Learning Organization | Connected Success

Relationship Values

Long-term | Partnership | Adaptive | Comprehensive

Technology Values

Innovative | Simplified | Secure | Adaptive