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Dental Business Plan San Diego

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Actionable Data = Decisiveness & Intentionality

A critical component behind our tailored dental business plans is our results-driven 'actionable data'. It serves as a catalyst that stimulates insightful, daily decisions regarding how one's dental-practice finances are directly, or indirectly, impacted. That would include the business's current financial status as well as where it will be positioned, ten or twenty years from now.

Actionable data is dependable and predictable and is at the apex of any data pyramid. It compels our San Diego clients in directions they never, before, would have considered. Actionable data opens and unveils new possibilities and new paradigms that generate maximized efficiency, organization, and profitability.

The Meat & Potatoes of It All

Our client-tailored dental business plans are 'way-makers' – they make ways of generating financial stability, financial savings, and financial achievement unlike any other strategy. Our San Diego clients benefit from our expertise, regarding:

Tax & Accounting

We embrace the entire scope of dental CPA services – and wouldn't you agree it's about time you kept more of what you make? Our dental CPAs are extremely well versed on tried-and-true methods that help clients save tens of thousands of dollars in unnecessary tax payments. That's not a fantasy – it's a reality!

Tax & Accounting includes :

  • Bookkeeping – Through an automated process, we save dental professionals, 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 – 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 might you use the time we save you? Ultimately, how might you use the money we save you?
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Financial Planning

Collaboration is key to ensuring your dental practice/personal finances come together in an over-arching, integrated design. It boils down to achieving a planned and anticipated work-optional lifestyle where work becomes elective in the form of early retirement and financial independence. Our dental business plans bring visions to fruition with financial planning that must begin right now!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your dental practice – whether an established practice or a start-up. We partner with a vast network of insurance professionals which means we can 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. Our team will be with you, every step of the way!

After it's all said and done, dental professionals in San Diego reap the rewards of our candor, collaboration, continuous improvement, and uncommon stewardship. Here is a noteworthy quote to ponder: Your wealth will, likely, be in direct-proportion to the wisdom behind your decisions.

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Take a Moment to Chat with Us!

Our San Diego clients can connect with our financial experts 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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Take a Moment to Chat with Us!

Our San Diego clients can connect with our financial experts 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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