A stronger foundation
Accounting & tax
Consistent books and proactive tax work built around the way dental practices earn, spend, and plan.
Explore the foundationDental accounting / Tax / Fractional CFO
Clean books. Higher margin.
Stronger cash flow. A practice worth more.
Six connected services, all dental. Accounting and tax are the foundation; CFO guidance turns the numbers into decisions about margin, cash, and what the practice is worth.
The continuity advantage
One financial picture.
Four connected pillars.
Reliable accounting gives financial leadership and tax strategy something real to work from. Wealth advisory through our sister company, Aligned Advisors, connects the conversation to your life beyond the practice.
AccountingClean books, the source of truthFractional CFO & StrategyDecisions informed by the numbersTax StrategyTax planned with contextWealth AdvisoryThrough Aligned Advisors
A clearer next move
Fractional CFO
Put accurate reporting to work on margin, cash flow, location performance, and important ownership decisions.
Explore financial leadershipServices, made specific
Choose where to begin.
Each service has a distinct job. Together, they give you a more complete financial view.
01
Dental financial services
Accounting that tells you something.
Monthly bookkeeping and reconciliation on a dental chart of accounts. We review the categories that matter and explain meaningful changes in plain English.
What this includes
- Monthly bookkeeping and reconciliations
- Practice and location-level visibility
- Expense categorization that reflects a dental operation
- A clearer read on production, collections, and operating income
A reliable foundation for every decision that follows.
02
Dental financial services
Financial leadership for what comes next.
Fractional CFO support helps with buy-ins, buyouts, due diligence, lender packages, owner pay, and entity decisions.
What this includes
- Margin and overhead analysis
- Cash flow planning and forecasting
- Location and provider performance reviews
- Buy-ins, buyouts, due diligence, and lender packages
Strategic depth when the stakes are higher.
03
Dental financial services
Tax planning, not just tax time.
Taxes are too important to address only when the year is over. We connect planning and preparation to the way your practice actually operates.
What this includes
- Business tax planning and preparation
- Coordination between financial reporting and tax strategy
- Proactive conversations around upcoming decisions
- A more complete view of after-tax cash flow
The right questions get asked before the deadline.
04
Dental financial services
Payroll by role, not just a total.
Payroll run and journaled by role. Associate, hygiene, assistant, and front-office costs are each tracked as a share of collections.
What this includes
- Payroll processing and journal entries
- Associate and hygiene payroll tracked separately
- Assistant and front-office costs by role
- Payroll as a share of collections
Know what each part of the team costs.
05
Dental financial services
Accounts payable, under control.
We help capture, code, and schedule vendor bills while keeping supply and lab spending visible.
What this includes
- Vendor bill capture, coding, and payment scheduling
- See supply and lab spending in context
- Discuss the costs that affect your practice
See where the money goes before it goes.
06
Dental financial services
Dental Data & Reporting
Bring practice performance into a connected financial view. Dental-specific reporting helps you understand collections, overhead, and the details behind your numbers.
What this includes
- Practice performance reporting
- Collections and overhead in context
- Location-level financial visibility
A more useful view of the numbers behind your practice.
Ideas to discuss
Three concepts for a future conversation.
Explore Dental Data & Reporting alongside questions about workflows and AI. Workflow automation and AI remain educational discussion topics, not confirmed service offers or implementation promises.
A clearer way forward
Make your financials work harder for you.
A free profit review starts with your questions about profit, overhead, and cash flow. We will discuss what your numbers can tell us and outline a sensible next step.
Request a free profit reviewNo obligation. A real conversation about your practice.