Full-Service Plans

Bundled Accounting, Tax, and Advisory Services for Dental Practice Owners

Take Control of Your Finances

Make and Keep More Money

The Financial Partner You Need to Grow With Confidence!


This is our most popular program offering bundled services across the financial spectrum, including tax, accounting, and advisory services. For an affordable monthly fee, you’ll have access to strategic guidance personally tailored to your practice.


Our full–service plans are analogous to periodontal treatment plans for patients—we go below the surface on a regular basis to identify hidden problems, repair prior damage, and prevent future issues that affect entire systems.


Our full–service plans include accounting, tax services, and meetings. We’ll review your financial statements together, create projections, and adjust for new challenges or opportunities facing your practice. This is your opportunity to have an experienced dental CPA function as a part of your team—at a fraction of the cost of hiring a full-time CFO.

Here’s how the Process works:


Meet with Kevin to go over the basics of your firm and create a game plan.


We handle the bookkeeping, accounting, and tax planning so you don’t have to.


We meet with you throughout the year to ensure that you understand your numbers and to make sure that you’re staying on track.

Our full–service plans are perfect for dentists who need a strategic partner to help them manage their finances.

We’ll help you achieve financial clarity, make and keep more money, and spend your time serving patients, not keeping the books! Our team looks forward to serving you throughout the year.