Our approach sets us apart in the world of accounting
Rather than simply assisting you in reaching your goals, we take
on the role of a business coach and work collaboratively to
equip you with the tools and skills needed for success. While
many other CPA firms and business advisors make promises, we
believe in working to truly understand both you and your
business, helping define your objectives, and guiding you
towards achieving them.
At the core of our philosophy is a "business owner first
approach"
Recognizing your proficiency in the field, we acknowledge that
being a business owner requires a broad set of skills and
perspectives. Our focus is on helping you develop those skills,
tailoring our services to address the complex needs of your
business, and combining universal requirements with those
specific to your individual enterprise.
Our commitment extends across the entire business lifecycle
With a wealth of experience working with over 100 dental
professionals, we bring distinctive insight into the business,
tax, and accounting needs of the industry. Whether you are
buying a new practice, selling one, or somewhere in between, we
have the knowledge and experience to help.
The focus is making the best business decisions
In close collaboration with clients, we leverage data and a deep
understanding of individual needs to help you set realistic
goals and propel your business forward. Implementing a
revenue-driven approach, we emphasize managing expenses while
directing focus towards revenue growth. This strategic outlook
distinguishes us from firms that adopt a historical approach to
accounting, as we proactively anticipate and address the future
accounting needs of your business.