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.