Dental Practice Accounting Services

Helping you succeed in your business is our business.


We manage your payroll and business accounts with accuracy, expertise and responsibility. Our accounting services include:

  • Detailed Financial Statements
  • Monthly Bookkeeping
  • Payroll Services
  • QuickBooks Assistance


We have the knowledge, experience and up-to-date information required to address all of your tax needs. Our taxation services include:

  • Individual Tax Return Preparation
  • Corporate and Partnership Return Preparation
  • Trust Tax Planning and Preparation
  • Franchise, Sales and Payroll Tax Returns
  • IRS Assistance
  • Tax Planning

Financial Planning

We provide the research, guidance and direction necessary to help you enjoy success now and in the future. Our financial planning services include:

  • IRAs
  • Retirement Plans
  • College Funding
  • Comprehensive Financial Planning
  • Wealth Accumulation
  • Asset Diversification and Protection Strategies
  • Succession Strategies

Investment Services

We offer a suite of services to help you protect your assets and increase returns. Our investment services include:

  • Retirement Rollovers
  • Portfolio Management
  • Mutual Funds
  • Stocks and Bonds
  • Insurance
  • Long-term Care
  • Variable and Fixed Annuities
  • College 529 Plans

Practice Transitions, Start-ups, and Appraisals

We help you make informed, intelligent decisions concerning practice options and opportunities, as well as provide assistance in executing transitions. Our transition and start-up assistance can help you:

  • Weigh Risks and Opportunities
  • Find a Practice
  • Secure Financing
  • Purchase Equipment


We can help you navigate business transitions, evaluate financing options and take care of special circumstances as they arise. Our consulting services include:

  • Small Business Operations
  • New Business Formation
  • Review Financials with Client
  • Transitions and Acquisitions
  • New Practice Financing
  • Acquisition Financing
  • Debt Consolidation

Practice Valuations

A comprehensive analysis to determine the financial value of an existing practice is essential to a successful transition. We will examine past and current financial and practice records of the practice to determine its true worth on the market, whether for a buyer or seller. We do this within a reasonable amount of time. Whereas some brokers take weeks or longer to get a practice valuation done, we offer a two week guarantee. If we don’t deliver the product within the specified period of time promised, you get it for free.


We find that many of our clients have a need for financing to buy a practice, start a practice from scratch or to refinance existing debt in order to lower monthly payments. Over the years we have developed a relationship with many lenders, both local and on a national level, who provide us the ability to deliver good loan products to our clients. In some cases, we have been able to lower our clients’ monthly debt service payments by over $4,000/month.

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