Don’t let an unclear picture of your practice keep you from success.
Knowing what decisions to make to keep your practice on track and grow your revenue, while keeping up with your practice can be difficult. It can leave you feeling overwhelmed, knowing you need to hire someone to help, but not knowing who to trust. That’s where we come in.
We offer the right financial advice, based on actionable data so we can give you the insight you need to grow your practice.
What we offer.
Bookkeeping
Cleaning up the books can be a real drag. We automate the process and save the average dentist 3 hours per month! Our clients have direct access to their books providing them complete clarity and control.
Real-Time Dental Dashboards
What is measured is improved. Are you aware of trends and their relationships in your practice numbers? With BlueIQ practice dashboards and management tools, you will know how your team is performing and what areas of your practice need attention.
Tax Planning
No one likes a surprise, especially one from Uncle Sam. Our clients don't get broadsided with tax bills because we work with them to reduce their tax burden and plan for the future.
Payroll
Payroll is a basic component of owning your own business. Our cloud-based payroll solution includes employee direct deposit, paperless reporting, and a secure employee portal.
Strategy Meetings
Our client drive their businesses to the destination they choose. Setting goals, reviewing historical trends, and uncovering opportunities for improvement is why a quarterly strategy meeting is invaluable.
Tax Returns
The IRS and each state have filing requirements for you as a business owner. We manage this, so you can focus on growing your business.
The right numbers matter.
When it comes to run your business, you need someone you can trust. We offer the full gambit of tax and accounting services that you expect but we don’t stop there. Your practice deserves more than accurate accounting, which is why we offer sound advice to help you grow your practice based on the numbers we find.
Financial advice you can trust.
Get Quality Time Back
Your time is valuable. You should be able to spend more of it with your family, or doing what you enjoy. Get hours back every week by partnering with us.
Industry-specific Roadmaps.
We’ve developed significant knowledge and insights through the experience of working exclusively with dentists. Our clients gain advice based on previous successful solutions from other practices.
Maximize Your Hard Work
You only have so many hours in the week to practice dentistry. Only so many weeks left in your lifetime.
How to get started.
Schedule a Call
Speak to one of our advisors and discover ways we can partner with you to help your practice succeed.
Discuss Your Opportunities
We’ll walk through our findings and present you with opportunities to save and grow in your practice.
Enjoy a thriving Practice
Watch your practice grow to new heights from the right financial advice at the right time.
Our Services
Tax & Accounting
We engage in the entire scope of your CPA services, so you can pay less on taxes and keep more of what you make.
Financial Planning
We collaborate to bring your practice and personal finances together in a holistic plan toward a work-optional lifestyle.
