What We Do — Entries 01–04
One System · One Firm
Four services. One financial system.
Take one, or run all four as a single system — books, taxes, strategy, and payroll that agree with each other, kept by one firm that knows your practice.
01 Monthly Accounting & Bookkeeping Reconciled accounts, a dental-specific chart of accounts, and books closed by the 10th — with a monthly report you can read between patients. \n 02 Tax Planning & Preparation Quarterly estimates, entity strategy, and year-round planning that finds deductions before December — then filings done on time, every time. \n 03 Fractional CFO Overhead targets, cash-flow forecasting, and a straight answer before you buy the scanner, hire the associate, or sign the lease. \n 04 Payroll Doctors, hygienists, and front office paid correctly and on schedule, with filings and benefits tracked alongside your books.
How They Fit
The books feed the tax plan. The tax plan shapes owner compensation. Payroll posts back into the books, and the CFO work reads all of it at once. Split those four across three vendors and the gaps are where money leaks — most of the practices we serve came to us to close exactly that gap.
The Next Entry
Free · 30 Minutes · No Obligation
One conversation about your numbers.
Book the diagnostic: thirty minutes, your last P&L, and a straight read on where the money's going — with a practice-sized quote if you want one.