What's this?  An accountant willing to talk about fees?

 I think you deserve to have an estimate of what it might cost you for us to work together. 
I have nothing to hide and think this approach builds trust and credibility with potential dentists considering switching providers or looking for a dental CPA for the first time.

Financial Coaching

Financial coaching is an unbundled service separate from the accounting and tax services.
It is billed at $150/hour, but I will give you a flat fee quote before we begin (that way the meter isn’t running).


New Dentist Program

• Yearly financial coaching meeting

• Yearly tax planning meeting

• Prepare your 1040 tax return

• Answer questions and concerns via phone and email

• Great for young dentists hoping to purchase or start a practice in the future.

• From $400/year


Dental Practice Owner

• Full subscription to Xero Accounting Software or Quickbooks Online

• Outsourced payroll solution up to (5) employees (direct deposit, payroll compliance, W-2s, 1099s)

• Monthly bank reconciliation and accounting

• Monthly financial statements and dental practice management reports

• Mid-year and end-of-year tax planning meeting

• Preparation of corporate and personal tax returns

• From $500/month