Dentist CPA San Diego

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Thank you for spending a few moments with Engage Advisors – a team of finance-savvy experts helping more than 500 dentists in 46 states. We are dentist CPAs, financial planners and wealth-builders who are keenly skilled to deal specifically with the unique financial landscape of the dental industry – something Engage Advisors has been doing since 1972.

Our professionals help other professionals stabilize their present finances and prudently plan for the future. It's important to keep in mind that financial planning is not a product – it is a process. And that process is so valuable and effective it helps San Diego dental professionals, such as yourself, achieve financial goals in the here-and-now as well as enjoy the fruits of early retirement.

Regardless of where your dental practice is financially, our dentist CPAs can help you maximize your bottom line, minimize your tax burdens, and be financially prepared for the future, including a work-optional lifestyle – and that is not a 'maybe'; that is a reality!

There is a saying: Unless you're free from the bondage of paying for your past, you can't plan for the future. You want to make sure you have a 'life plan' super-glued in your mind, and that should include a very intentional financial plan with more than one idea of how you're going to set it in motion. This is what Engage Advisors is all about – we will help you reach your dreams and visions in multidimensional ways – ways you would never have thought possible!

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Our Expertise Is Your Windfall!

Our clients in San Diego and beyond place their faith in our ability to tailor-fit money-saving strategies for financial planning, billing, payroll, tax requirements, and more. Our 'actionable data' can serve as the springboard for those vital decisions you make every day, regarding your dental practice.

Our dentist CPA team is ready to partner with you to clear your head, save you time, save you money and secure your future. Our four main practice areas maximize the financial health and success of dental practices through:

Tax & Accounting

We embrace the entire scope of dentist CPA services – and, chances are, you are paying too much in taxes. Our CPA team is extremely well versed on proven methods that save dental professionals tens of thousands of dollars in unnecessary taxes

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 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 a holistic plan. It boils down to achieving a planned and anticipated work-optional lifestyle where work becomes an elective in the form of early retirement and financial independence. Our dental CPAs bring visions to fruition!

PPO Negotiations

We can reduce your fee schedule adjustments by negotiating the best PPO contracts for your dental practice – whether it is an established practice 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. Our team will be with you, every step of the way!

At the end of the day, it's all about you and your dental practice benefiting from our candor, collaboration, continuous improvement, and uncommon stewardship!

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Contact Engage Advisors, Today!

Our San Diego patrons can connect with our dentist CPA 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'!

Contact Engage Advisors Today!

Our San Diego patrons can connect with our dentist CPA 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'!

Dentist CPA San Diego

Our Expertise Is Your Windfall!

Tax & Accounting

Tax & Accounting includes :

Financial Planning

PPO Negotiations

Transitions

Contact Engage Advisors, Today!

Contact Engage Advisors Today!

Let’s work together.