Specialties

Giving you the freedom to focus on the reasons you went into practice in the first place.

Dental & Optometry Professionals

Your dental and optometry practice depends on your talent, experience, education. And above all, having the time to succeed, which means you can’t afford to spend all your time worrying about finances. With years of experience, specialized dental and optometry practice management expertise, and up-to-the-minute accounting practices, our team has the knowhow to make your financial life a success.

Specialty Services Designed for Your Dental and Optometry Practice

We will help you with virtually every aspect of accounting and business management.

  • Payroll Services
    We offer complete payroll services, or we can help you develop and manage your own in-house payroll system.
  • Tax Preparation & Planning
    Delivering customized tax strategies that minimize your tax burden and chances of an audit. We keep you up-to-date on your tax liability throughout the year, so you’re never surprised on April 15.
  • Retirement Plan Solutions
    We help you establish and manage a retirement plan that benefits both your employees and your practice without you having to stay abreast of every change in IRS policy.
  • Practice Transition
    We help you develop a transition plan that’s consistent with your financial goals and allows you to make decisions based on real financial data to give your practice the best possible start and potential for growth.
  • Personal Financial Planning
    We make financial planning an ongoing conversation, and work with you continually to address areas of concern, explore alternatives, and ensure that the goals of your practice are in line with your personal objectives.