CPA Consulting Services

We take care of your business so you can take care of your patients and clients.

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We're here to help your business thrive

With over 27 years of experience as a seasoned CPA and advisor, we specialize in helping companies, particularly in the healthcare and dental sectors, navigate complex financial and operational challenges. As a fractional CFO, we offer a holistic approach to optimizing business performance, from accounting and tax advice to revenue cycle management and merger support.

Our expertise ensures your practice operates efficiently, meets industry standards, and achieves long-term growth.

Whether you're a startup, in the growth phase, or preparing for an exit, we provide the strategic guidance needed to accomplish your goals.

Our Story

Services

Services FAQ

Frequently Asked Questions

What’s included in transactional accounting services? ›

Accounts payable/bill payment
Accounts receivable
Expense management
Bank reconciliations
1099 creation and filing
Transaction recording

What are controller services? ›

Bank and credit card reconciliations
Cash management
Financial statement preparation
Software selection and setup
Budgeting, forecasting, and projections
Business income tax management
Monthly financial close and process improvement

What do CFO services cover? ›

Budget prep and reporting
Cash flow analysis
Financial forecasts and modeling
M&A due diligence support
Investor and bank meeting prep
Strategic planning and contract reviews
Hands-on support during transitions
Benchmarking and key metrics

Do you support healthcare practices? ›

Manage employee benefits
Maintain employment records
Review RCM reports
Act as liaison with RCM company

What tax services do you provide? ›

Individual federal and state tax prep
Corporate, partnership, and S-corp filing

What is the 10X Business Coach program? ›

This hands-on coaching and consulting system built to multiply your revenue and impact. If you're a healthcare practice, service-based business, or scaling entrepreneur, this program equips you with the tools and training needed to dominate your market. You'll have access to training in sales, marketing, operations, and scaling your business to get you to the next level.

WHAT WE OFFER

Explore Our Expertise

Our Approach - Professional Section

Businesses choose us because we bring years of specialized experience and a holistic approach that goes beyond the numbers. As fractional CFOs and advisors, we not only provide expert financial and operational guidance but also tailor solutions that align with your unique goals and challenges.

Our deep industry knowledge, particularly in healthcare and dental practices, ensures that you receive insights and strategies that are both practical and effective. We are committed to delivering dependable, accurate, and innovative solutions, helping your business thrive at every stage.

Our reputation for integrity and problem-solving sets us apart, making us a trusted partner in your success.

Specialized Expertise

Years of focused experience in healthcare and dental practices

Holistic Approach

Solutions that go beyond numbers to align with your unique goals

Proven Results

Dependable, accurate, and innovative solutions for business growth

Trusted Partnership

Integrity and problem-solving that sets us apart as your advisor

Client Testimonials

What Our Clients Say

All of our experiences with Dawn have been top-notch. I have found her to be knowledgeable, professional, thoughtful, and personable. I would use her services again with zero hesitation. She is a true stand-out in the industry.

Seth W.

Great experience, knowledgeable in all financial aspects of the dental business, prompt responses with great explanations of fiscal and management concerns.

Annie Wallander, DMD

Dawn held my best interest in mind and was thorough in communicating what she needed from me to be able to execute a successful outcome. She was excellent work with and I would recommend her.

Miriam L.

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Transactional accounting

Basic transactional support including:.

• Accounts payable/bill payment

• Accounts receivable

• Expense management

• Bank reconciliations

• 1099 creation and filing

• Transaction recording

Controller services

Benefit from controller-level expertise and guidance. At this level, the financial statements will be reviewed, and

the numbers will be reported without providing advice:

• Bank account and credit card reconciliations

• Cash management

• Financial statement preparation

• Accounting software selection and implementation

• Budgeting, forecasting, and projections

• Business income tax management

• Monthly financial close and process improvements

• Financial statement preparation

CFO services

Tap into CFO-level expertise and insights.

We provide advice on financials and work directly with your insurance agent, legal team, and banking team when necessary. Our holistic approach ensures all essential parties are brought to the table so everyone knows what each other is doing.

• Budget preparation and reporting

• Cash flow analysis

• Financial forecasts and modeling

• Advising business owners on merger and acquisition due diligence
• Bank financing and investor meeting preparation

• Cash flow management and projections
• Contract assessment

• Financial, business, and strategic planning and implementation

• Hands-on guidance during transitions (e.g., medical leave, business integration, or leadership succession)

• Key metric benchmarking and trend analysis

• Mergers and acquisition support and private equity and debt financing

Health Care Practice & administration

• Manage employee benefits

• Maintain employment records

• Review revenue cycle management (RCM) reports and results

• Liaison between medical group and RCM company

Tax

Tax preparation support:

• Individual Federal and State Tax preparation

• Corporate, Partnership, SCorporation, Tax Preparation

10x Business Coach

This hands-on coaching and consulting system built to multiply your revenue and impact. If you're a healthcare practice, service-based business, or scaling entrepreneur, this program equips you with the tools and training needed to dominate your market. You'll have access to training in sales, marketing, operations, and scaling your business to get you to the next level.