Making Dental Practices Profitable

With over 40 years of experience, our dental expertise makes us uniquely qualified to take your practice to a new level. We offer a full range of  dental practice accounting and tax services that go beyond filing your taxes – our real-time data and team of experts help you make the best decisions to achieve your financial and operational goals. Your dental practice deserves more than accurate accounting - contact Engage Advisors today!

When it comes to running your business, you need someone you can trust. Engage Advisors has helped over 500 dentists make running a successful and profitable dental practice easier. You shouldn’t be staying late to figure out QuickBooks or to make payroll on time - we want you to have more time to devote to your patients at work and your family at home. Don’t spend unnecessary time on your practice’s numbers – leave them to Engage Advisors. We spend every day offering bookkeeping services for dentists, practice’s tax planning,  and payroll management needs. It’s our goal to help dentists make the right financial decisions throughout every area of their practice. Whatever financial challenges you are facing right now, we have faced and solved for our dental clients. Make your life easier by letting us manage your financials. We look forward to working with you!


Engage Dental CPA Plans

Dental Essentials

The Dental Essentials package allows you to access our services at a level suited for your budget. We want you to be informed and that’s why we give you access to our educational resources to help set you up for success. Also, we provide business and personal tax services and give you a high-level look at your practice and the tools to become a profitable practice.

Dental Plus

The Dental Plus package takes a deeper dive into your business finances. We provide you with the tools to organize your practice and run it efficiently. Meet with your Advisor quarterly to discuss taxes, overhead, marketing, or retirement. With Engage Advisors and Dental Plus, you can begin to see a clearer picture of your practice and make informed decisions

Dental CFO

Our CFO suite of services allows you complete access to our Engage Advisor team of experts. As your outsourced CFO team, we are an extension of your team and your trusted dental practice accounting advisor. Together we make the best decisions for your practice based on real-time numbers. Your Dental CFO team is your strategic accounting partner, keeping an eye on the details of your practice’s financials – giving you confidence to be able to enjoy your extra free time!

Learn more about what our monthly
Engage Dental CPA Plans include

Business Pulse Profitability & Strategy Call EssnSEMI-ANNUAL PLUSQUARTERLY CFOMONTHLY
Exclusive Content, Round Tables & Events EssnX PLUSX CFOX
Unlimited Access to Profit First University EssnX PLUSX CFOX
Personal Finance Dashboard & Document Vault EssnX PLUSX CFOX
Annual ADA Standard Fee Schedule Benchmarking Report EssnX PLUSX CFOX
Annual Overhead & Profitability Comparison EssnX PLUSX CFOX
Sales & Use Tax Filing EssnX PLUSX CFOX
Personal Income Tax Planning & Projections EssnX PLUSX CFOX
Business Income Tax Filing EssnX PLUSX CFOX
Personal Income Tax Filing EssnX PLUSX CFOX
Subscription to QuickBooks Online EssnX PLUSX CFOX
Subscription to Cloud-Based Payroll EssnX PLUSX CFOX
Bank & Credit Card Transactions Updated Weekly Essn PLUSX CFOX
Bank & Credit Card Accounts Reconciled Monthly Essn PLUSX CFOX
QuickBooks Online Training as Needed Essn PLUSX CFOX
Subscription to Cloud-Based Accounts Payable Service Essn PLUS CFOX
Weekly Bill Coding in Accounts Payable Essn PLUS CFOX

Contact Engage Advisors to start your Dental CPA Plan today!

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Cleaning up the books can be a real drag. We automate the process and save the average dentist more than 3 hours per month. Our clients have direct access to their books providing them complete clarity and control. Get your time back and leave the necessary bookkeeping tasks to Engage Advisors.

Cash-flow Management

Don’t go month to month blindly not knowing your practice’s cash-flow. Just winging it isn’t a great strategy for a successful and growing practice. You need reliable cash-flow projections and management to make informed decisions. Can you afford another staff member? Can you get a bigger office space? Knowing where you stand can help you make informed decisions daily, weekly, monthly and annually.


Payroll is a basic component of owning your own business and also tends to be one of the biggest headaches. Don’t get bogged down worrying about payroll – leave it to Engage Advisors. Our cloud-based payroll solution includes employee direct deposit, paperless reporting and a secure employee portal.

PPO Negotiations

PPOs can be complicated and costly to your dental practice. Thanks to our partnership with PPO Advisors, dentists starting a new practice, acquiring a practice, or those experienced with established practices can collect more revenue per procedure. Their experienced team helps with credentialing, insurance negotiations, practice training and much more. Contact PPO Advisors today for a risk-free analysis.

Real-Time Dental Dashboards

What is measured is improved. Are you aware of industry trends and their impact on your practice’s numbers? Imagine the clarity that comes with knowing and trusting your numbers. As a general dentist, your hygiene recare system is the fastest way to grow your practice or for it to become stagnant. Dental dashboards and management tools show how your team is performing and what areas of your practice need attention.

Tax Planning

Engage Advisors does a lot more than just file taxes. We remove nasty surprises from Uncle Sam by always being at the forefront of deciphering tax law and continuous tax changes to ensure that you and your practice are complying with IRS requirements. Whether you are ultra-conservative or ultra-aggressive, our dentist clients don’t get broadsided with unexpected tax bills because we proactively plan to reduce their tax burden and effectively plan for the future.

Tax Returns

The IRS and various states have different filing requirements for dental practice owners. Our team at Engage Advisors manages these requirements and interprets them to ensure your practice is complying with the dental industry’s tax regulations. We take care of the details so you can focus on growing your dental practice – and not on tax deadlines.

Strategy Meetings

Our clients drive their businesses to the destination they choose. Think of your Engage Advisor team as your financially savvy partner that looks out for you and your business by helping you to achieve the goals you have set. Plus, we come bearing gifts – historical trends, uncovering opportunities for improvements, industry benchmarking and much more.