Dental Practice Consulting

Dental practices face unique challenges–like declines in net income, gross billings, new patient volume, and appointments. To be successful, you need to identify ways to increase patient volume, boost margins, improve collections, and make your office practice more efficient.

We’ve helped hundreds of dental practices improve their operations to make them more profitable, valuable, and competitive. Our team works with some of the most dynamic dental practices in the country, which gives us the experience to develop tailored solutions for your practice. Focusing on your needs, we can work together to help you reach your goals.

Services Overview

Tax Services

  • Tax planning
  • Tax preparation

Advisory Services

  • Practice management
  • New practice formation
  • Practice acquisition
  • Practice disposition
  • Compensation strategies
  • Business valuation

Accounting Services

  • Overhead analysis
  • Financial statements
  • Fee schedule analysis
  • Quickbooks hosting
  • Payroll services
  • Controller services
  • Bill pay

Retirement Plan Services

  • Design plans and future changes tailored to fit the objectives of the practice
  • Ongoing administration and tax services
OSMA Webinar: How to Lead and Manage Through Change

On-Demand Webinar with OSMA: How to Lead and Manage Through Change for Medical Practices

For this webinar, we partnered with the Ohio State Medical Association (OSMA). Managing a medical practice has always been difficult. However, during times of uncertainty, effective leadership is paramount. So how do you effectively lead and manage a medical group when the world is turned upside down, every conversation seems difficult and relatively simple decisions […]

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On-Demand Webinar with OSMA_ Maximizing Forgiveness & Minimizing Reduction for Your PPP (or P3) Loan

On-Demand Webinar with OSMA: PPP Loan Planning for Physician Practices

For this on-demand webinar, we partnered with the Ohio State Medical Association (OSMA) to cover common questions we have been receiving about the Paycheck Protection Program and Loan Forgiveness in relation to physician practices. Directors Kam McQuay, Stephen Mann, and David Sproule illustrate the mechanics associated with the forgiveness clause and some planning insights that […]

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Tips for Dental Practices to Avoid Missing Tax Deductions

Tips for Dental Practices to Avoid Missing Tax Deductions

By Tabitha Tolliver It is that time of year! You are likely gathering your business and personal information to provide to your tax preparer as we speak. Where do you start? What are you missing? Below are tips to help you avoid missing out on any 2019 tax deductions. 1. Maintain records in an appropriate […]

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Connect with our team.

To learn more about our services and areas of expertise, send us a message.