Practice Owners

The 2 Week Practice Blueprint :: aka The 0150

We realize that switching accountants can feel daunting. But with our 2 Week Practice Blueprint, no commitment required. Our goal is to give you as much value as quickly as possible. We are committed to making the dental community better, even if you don’t become a long-term client of ours. Like a comprehensive oral exam on a patient, we want to pull out the x-rays and show you everything we see inside the mouth of your practice. In the 2 Week Practice Blueprint, you will get impactful insights into your practice and a roadmap for how to navigate the future.

In just two weeks you will be able to confidently answer the following questions:

• • • What will my cash balance be in 6 months at my current pace?
    • How much cash should I leave in my business?
    • How do my UCR fees compare with my peers?
    • How does my practice overhead compare to my peers?
    • What tax strategies can I implement in my practice?
    • How much money do I really make each year?
    • Am I overpaying my staff?
    • Should I refinance my practice debt?
    • What is my practice EBITDA number?

We are confident we will find enough opportunities to either make money or save money that if we don’t find enough value to add to your practice to cover our fee, you will get your money back, guaranteed, and no questions asked.

COMPLETELY ROOTED :: aka The 4341

When you are ready to get completely rooted in sound financial guidance, our comprehensive accounting service will ensure you are on the right track. From tax planning to cash planning, we will proactively ensure all financial questions are covered. Similar to perio maintenance on a patient, we get deep into the bleeding issues of your practice and help you maintain a healthy practice.

Topics we will keep a constant eye on for your practice include:

• • • What will my cash look like in 6 months from now?
    • How much excess cash do I have in my practice?
    • Where should I best utilize excess cash in my practice?
    • Are you utilizing the best tax strategies?
    • Do you know what your taxes look like next year?
    • How much am I putting away towards savings each year?
    • How can I increase my annual savings?
    • Am I prepared for any major upgrades to my practice?
    • Are my marketing dollars being spent wisely?

We currently serve the following specialties:

• • • General Practices, Pediatric Dentistry, Orthodontics, Endodontics, and Oral Surgery

We currently integrate our financial statements with the following practice management software:

• • • Dentrix, Eaglesoft, and Open Dental