Dental Practices
Dental practices operate in a unique space and face challenges and opportunities that are quite different from medical practices.
Dental Practices
Dental practices operate in a unique space and face challenges and opportunities that are quite different from medical practices.
Increase Profitability and Achieve your Financial Goals
Maximizing the profitability of your dental practice requires making fact-based decisions, but as a practice owner, your primary focus is on patient care. This is where the expertise of an industry-specific advisor becomes invaluable.
Whether you’re in the startup phase, navigating growth, or planning your eventual exit, you will benefit from my experience and a full-circle consultative approach.
The demands of managing all the aspects of your practice, from operations to financial planning, can be overwhelming and time-consuming.
As a tax and business advisor with extensive experience in the dental field, we have successfully partnered with dental practice leaders to develop customized strategies that optimize operations, drive growth, and address today's financial challenges. Whether you need assistance with operational and compliance issues, tax planning techniques, or long-term financial management strategies, we are here to help you implement innovative solutions that align with your goals. Together, we can ensure that your practice thrives at every stage of its life cycle.
Seth W.
“Dawn had an excellent grasp on the best practices of running an individual dental practice,
from both a financial and a management perspective. She also had great knowledge of the general dental industry and was up to speed on the current trends. She can think and provide advice from a tactical and strategic perspective - that is a skill set that can be hard to find.”
Increase Profitability and Achieve your Financial Goals
Maximizing the profitability of your dental practice requires making fact-based decisions, but as a practice owner, your primary focus is on patient care. This is where the expertise of an industry-specific advisor becomes invaluable.
Whether you’re in the startup phase, navigating growth, or planning your eventual exit, you will benefit from my experience and a full-circle consultative approach.
The demands of managing all the aspects of your practice, from operations to financial planning, can be overwhelming and time-consuming.
As a tax and business advisor with extensive experience in the dental field, we have successfully partnered with dental practice leaders to develop customized strategies that optimize operations, drive growth, and address today's financial challenges. Whether you need assistance with operational and compliance issues, tax planning techniques, or long-term financial management strategies, we are here to help you implement innovative solutions that align with your goals. Together, we can ensure that your practice thrives at every stage of its life cycle.
Seth W.
“Dawn had an excellent grasp on the best practices of running an individual dental practice,
from both a financial and a management perspective. She also had great knowledge of the general dental industry and was up to speed on the current trends. She can think and provide advice from a tactical and strategic perspective - that is a skill set that can be hard to find.”
Optimize
We offer a wide range of specialized services designed to optimize dental practices. We will enhance efficiency and ensure compliance. Our holistic approach means you are getting a full circle service. Benefit from our experience to strengthen your practice's financial health and operational effectiveness.
• Budgeting and forecasting
• CFO advisory services
• Federal and state tax compliance
• Financial benchmarking
• Operational assessment and improvement
• Practice benchmarking
• Training for financial personnel
• Due diligence
• Assist with fraud investigations
• Internal controls and designs
Optimize
We offer a wide range of specialized services designed to optimize dental practices. We will enhance efficiency and ensure compliance. Our holistic approach means you are getting a full circle service. Benefit from our experience to strengthen your practice's financial health and operational effectiveness.
• CFO advisory services
• Federal and state tax compliance
• Financial benchmarking
• Operational assessment and improvement
• Practice benchmarking
• Training for financial personnel
• Due diligence
• Assist with fraud investigations
• Internal controls and designs
Manage
We manage dental practices by offering a comprehensive range of services. Our goal is to ensure your practice operates efficiently and profitably, providing you with the financial insights needed to succeed.
• Accounts receivable analysis
• Accounting systems design and implementation
• Bookkeeping and financial statement preparation
• Compensation planning
• Dental practice management services
• Practice evaluation
• Profitability analysis
• Revenue cycle analysis and metrics
• Tax planning and preparation for the
business and the respective business owners
Manage
We manage dental practices by offering a comprehensive range of services. Our goal is to ensure your practice operates efficiently and profitably, providing you with the financial insights needed to succeed.
• Accounts receivable analysis
• Accounting systems design and implementation
• Bookkeeping and financial statement preparation
• Compensation planning
• Dental practice management services
• Practice evaluation
• Profitability analysis
• Revenue cycle analysis and metrics
• Tax planning and preparation for the
business and the respective business owners
Transition
Is your dental practice navigating a transition? We can provide expert services tailored to your unique needs.
• Entity selection
• Merger and acquisition support
• Partnership transition strategies and agreements
• Practice startup planning and implementation
• Practice evaluation
• Retirement planning and implementation
• Assist with selling your business or
transitioning to a new owner
Transition
Is your dental practice navigating a transition? We can provide expert services tailored to your unique needs.
• Entity selection
• Merger and acquisition support
• Partnership transition strategies and agreements
• Practice startup planning and implementation
• Practice evaluation
• Retirement planning and implementation
• Assist with selling your business or
transitioning to a new owner
