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Dental Associate Accountant San Diego

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Lights – Camera – Actionable Data

Actionable data deserves its own 15 seconds of fame on center-stage because it is such a critical component of our business's success. Its role is designed to, also, become a critical component of your business's success. Our actionable data is what generates those epiphanies – those 'Ah-Ha' moments that shift one's thinking in an entirely different direction. This happens when newly-introduced financial strategies, now, make total sense based on specificity, clarity, and proven results.

Acquired insight – through actionable data – leads dental professionals to make decisions that are more focused, intentional, wiser and, ultimately, drive profitability. Actionable data is not a product, it is a process – it's all about apex thinking that drives thoughtful, prudent action.

Our Expertise = Your Bonanza

Our dental associate accountants offer four practice areas that are purposed to coordinate and streamline the most critical components of your business's success:

Tax & Accounting

We engage in the entire scope of CPA services. You are probably paying Uncle Sam too much in taxes – let's keep more of your money in your pocket! Our dental associate accountants are extremely well versed with the most-effective methods that save clients tens of thousands of dollars in unnecessary tax payments.

Tax & Accounting includes :

  • Bookkeeping – Through an automated process, we save dentists, on average, 3 hours/month. You would have direct access to your books, with seamless control.
  • Real-Time Dental Dashboards – With BlueIQ practice dashboards and management tools, you will remain alerted to your team's performance and what areas might require attention.
  • Tax Planning – We will work with you to reduce your tax burden and plan for the future!
  • Payroll – Our cloud-based payroll solution includes employee direct-deposit, paperless reporting, and a secure employee portal.
  • Strategy Meetings – Take advantage of quarterly strategy meetings that are invaluable for setting goals, reviewing historical trends, and discovering opportunities for improvement.
  • Tax Returns – We will manage your IRS-mandated filing requirements – how will you use the time we save you? Ultimately, how will you use the money we save you?
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Financial Planning

Collaboration is key to ensuring your San Diego dental practice and personal finances come together in an all-inclusive strategy. It boils down to achieving a work-optional lifestyle where work becomes wonderfully elective in the form of early retirement and financial independence. Our financial planning can bring your visions to fruition!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your practice – whether your practice is established or a start-up. We partner with a vast network of insurance professionals which allows us to negotiate on your behalf – expeditiously and fairly. We offer a risk-free analysis – if we can't help your San Diego dental practice improve PPO payouts, you don't pay for our services!

Transitions

Transitions can take several forms:
1) purchasing your first dental practice 2) acquiring a second office or 3) selling your current practice.

Whatever your transition plan might be, count on our experts to ease the stress and confusion. We can guide you through the transition process as we help you evaluate your options, coordinate the key players, and more. We will be with you, every step of the way!

The bottom line is simple: our San Diego clients benefit from our dental associate accountants who place a premium on candor, collaboration, continuous improvement, and uncommon stewardship!

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Give Engage Advisors a Call!

You can connect with our dental associate accountants in a variety of ways:

  • Call our team at (913) 681-9155.
  • Visit us at www.engageadvisors.com for additional information.
  • Schedule a Call – Click the Schedule a Call tab located throughout our website – select a date and time that suits your schedule. We will, quickly, respond and share actionable insight geared to increase the efficiency, performance, and success of your San Diego dental practice.
  • . Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!
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Give Engage Advisors a Call!

You can connect with our dental associate accountants in a variety of ways:

  • Call our team at (913) 681-9155.
  • Visit us at www.engageadvisors.com for additional information.
  • Schedule a Call – Click the Schedule a Call tab located throughout our website – select a date and time that suits your schedule. We will, quickly, respond and share actionable insight geared to increase the efficiency, performance, and success of your San Diego dental practice.
  • . Send inquiries or comments to info@engageadvisors.com
  • Follow us on Facebook – we love every 'Like'!

Let’s work together.

Why go it alone? We spend every day, partnering with dentists by anticipating taxes, bookkeeping, managing payroll, and advising dentists on the right financial decisions. In fact, if you’re facing a situation right now, chances are we’ve faced it before and have solved the problem for one of our other clients. Let’s talk.

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