Our Story

Our Why

We work with dentists because they’re thoughtful, coachable small-business owners. As a small business ourselves, we love using our financial expertise to empower dental practices and help them reach their goals.

We practice what we preach. For us, this is a way of life. We love our clients, and as a tight-knit, relationship-focused firm, we truly care about everyone we are honored to partner with. 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 the most 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