I am a CPA specializing in dental practices, with a career spanning roles as a dental assistant, practice manager, and now trusted financial advisor. I offer comprehensive support, including tax services, CPA trainings, and tracking employee recertifications, as well as HIPAA and OSHA compliance trainings. My experience working closely with insurance teams gives me a clear understanding of the insurance process and its impact on your practice. I recognize the significant cash flow in dental offices and the importance of tracking it accurately. I’m dedicated to helping dentists stay compliant, manage finances efficiently, and gain a competitive edge in the industry. 

The Platinum Plan delivers complete financial and operational support for established or multi-dentist practices. It includes everything in Gold, plus part-time CFO services for budgeting, forecasting, and financial strategy. You’ll also receive Practice Management Assistance, giving your office direct support with compliance tracking, and operational efficiency. With advanced bookkeeping, audit support, IRS representation, you’ll have the tools and guidance to manage your practice with confidence and plan for long-term growth. 

Dental Practice Platinum Plan

What’s Included:

• Practice Tax Preparation & Planning – Maximize deductions and reduce liabilities.

• Bookkeeping & Financial Reporting – Monthly reports tailored for dental offices.

• Payroll & HR Support – Payroll, W-2s, employee onboarding, and compliance.

• Personal Tax Returns – Owner and employees included.

• Practice Growth Coaching – Cash flow planning and financial decision support.

• Practice Management Assistance -- Weekly visits, with access to call support. 

The Platinum Plan delivers complete financial management for growing or multi-dentist practices. It includes everything in Gold, plus part-time CFO services for budgeting, forecasting, and business strategy. With advanced bookkeeping, audit support, IRS representation, and custom dashboards, you’ll have clear insights to guide long-term growth. This plan gives you proactive, year-round financial strategy—not just tax filing.

Dental Practice Platinum Plan

What’s Included:

• Practice Tax Preparation – Maximize deductions and reduce liabilities.

• Bookkeeping & Financial Reporting – Monthly reports tailored for dental offices.

• Payroll & HR Support – Payroll, W-2s, employee onboarding, and compliance.

• Personal Tax Returns – Owner and employees discount included.

The Silver Plan builds on Bronze with the option to add Payroll or ongoing Bookkeeping support. Choose payroll, and we’ll manage employee paychecks, tax filings, and compliance—plus, your staff will benefit from an employee tax discount. Choose bookkeeping, and we’ll keep your practice’s financial records up to date throughout the year. Quarterly check-ins keep you informed and confident in your numbers. 

Dental Practice Silver Plan

What’s Included:

• Practice Tax Preparation – Maximize deductions and reduce liabilities.

• Basic Bookkeeping – Year end tailored for dental offices.

• Personal Tax Returns – Owners personal tax return.

• Quarterly Bookkeeping – Quarterly reports tailored for dental offices.

Or 

• Payroll & HR Support – Payroll, W-2s, employee onboarding, and compliance.

The Bronze Plan builds on Bronze with the option to add Payroll or ongoing Bookkeeping support. Choose bookkeeping, and we’ll keep your practice’s financial records up to date throughout the year. Quarterly check-ins keep you informed and confident in your numbers.

Dental Practice Bronze Plan

What’s Included:

• Practice Tax Preparation – Maximize deductions and reduce liabilities.

• Basic Bookkeeping – Year end tailored for dental offices.

• Personal Tax Returns – Owners personal tax return.

Smart Money focus on personal finance by helping individuals build healthy money habits, manage debt, grow savings, and invest wisely. our approach emphasizes financial literacy, practical strategies, and long-term planning to achieve stability and independence. We aim to empower people to take control of their finances and reach their goals. 

Personal Finance Bundle

What’s Included:

• Tax Preparation & Planning – Maximize refunds and minimize surprises.

• Mid-Year Tax Estimator – Check in mid-year to avoid surprises and plan ahead.

• Budget & Cash Flow Coaching – Create a plan that actually works.

• Debt & Credit Guidance – Strategies to pay down debt and build credit.

• Retirement & Investment Basics – Simple steps toward long-term security.

• Savings & Emergency Fund Planning – Build financial confidence and stability.

Smart Money focuses on supporting startup ventures by providing guidance, resources, and strategies to help new entrepreneurs succeed. We assist with business planning, branding, and growth development while fostering innovation and sustainability. Our mission is to empower startups to build strong foundations and achieve long-term success in competitive markets.

Startup Success Bundle

What’s Included:

• Entity Setup & Structure Guidance – LLC, S-Corp, or sole prop done right.

• Tax ID & Compliance Filing – Get registered and compliant from day one.

• Bookkeeping Training– QuickBooks or Xero setup up and hands-on training so you know how to use it. 

• Tax Preparation & Planning – Keep more of what you earn, legally.

• Payroll Setup – Pay yourself a reasonable wage and prep to hire your first employees.

• Business Coaching & Planning – Budgeting, cash flow planning, and financial roadmaps.

• Personal Tax Return – Covering the owner, since personal and business often overlap.

I provide comprehensive CPR training designed to equip individuals and teams with essential life-saving skills. My sessions cover adult, child, and infant CPR, as well as the proper use of AEDs (Automated External Defibrillators). Upon completing the training, participants will be AHA BLS (Basic Life Support) certified, giving them recognized credentials and confidence to respond effectively in emergencies. Whether for businesses, dental offices, or community groups, my trainings are hands-on, engaging, and fully compliant with current safety standards. 

I provide HIPAA and OSHA online trainings designed for businesses, healthcare providers, and dental offices. The platform I use allows team members to complete trainings at their convenience while ensuring compliance with federal regulations. These trainings help your team stay informed, maintain a safe workplace, and protect sensitive information, all in a convenient, easy-to-manage online format.

I provide comprehensive Practice Management Assistance to dental offices, supporting office managers and staff with the day-to-day operational and administrative challenges of running a practice. My services include guidance on regulatory compliance, staff coordination, workflow optimization, patient communication strategies, and resolving operational issues. By providing expert advice and practical solutions, I help dental practices operate efficiently, reduce stress for managers, and create an organized, professional environment for both staff and patients.

We provide personalized money management support to help you take charge of your finances. From tracking expenses and paying off debt to setting savings goals, we guide you every step of the way. Our approach builds confidence, reduces stress, and helps you make smarter decisions with your hard-earned money. 

We provide reliable business tax filing services that keep you compliant and financially efficient. From accurate reporting to identifying deductions, we ensure your returns are prepared on time and in full compliance with tax laws. Our expertise helps minimize your tax burden so you can focus on growing your business.

We make individual tax filing simple, accurate, and stress-free. From organizing your documents to maximizing deductions and credits, we ensure your return is filed correctly and on time. Our personalized approach helps you keep more of your hard-earned money while staying fully compliant with IRS requirements.

We provide accurate, organized bookkeeping to keep your finances clear and up to date. From tracking income and expenses to reconciling accounts, we ensure your records are always ready for tax time and decision-making. Our reliable service saves you time, reduces errors, and supports smarter financial management. 

We handle payroll with accuracy and efficiency, ensuring your employees are paid correctly and on time. From calculating wages and deductions to filing payroll taxes, we manage the details so you can focus on your business. Our service keeps you compliant, organized, and free from payroll headaches. 

We offer part-time CFO and financial coaching services to help you make smarter business decisions. From budgeting and cash flow management to strategic planning, we provide expert guidance tailored to your goals. Our support gives you clarity, confidence, and the insights you need to grow your business profitably.