Dental Advisor Services & Pricing

Initial Practice Assessment (One-time fee, starting at $6,000)

An Initial Practice Assessment is necessary for all new clients who wish to come on board with our firm. This practice assessment includes the following:

  • Dental Practice & Financial Review
  • Interviews with you & your dental staff
  • Examination of the prior 3 years’ tax returns

This allows us to get to know you and your practice on a more intimate level and gain a better understanding of your strengths and areas where we have potential growth. With this information, we can structure a written plan with time lines to affect the changes in your practice and your financial structure that will give you the results you desire.

We want to become an extension of your team, not just another bill you pay each month! Our goal is to give you time to focus on what is important to you: quality dentistry and your family. We do this by giving you a better understanding of your practice, which results in fewer surprises and more control over your cash. And, as your understanding grows, so does your ability to make sound decisions.


Monthly Practice Management Services

Gold Standard
Starts at $2,500/mo

  • 01

    Financial Review

  • 02

    Practice Forecasting

  • 03

    Tax Planning

  • 04

    Individual Tax Return Preparation

  • 05

    Corporate/Partnership Tax Return Preparation

  • 06

    Phone & Email Support

  • 07

    Monthly Practice/Personal Review

  • 08

    Practice Benchmarking

  • 09

    Administrative Policies & Procedures

  • 10

    Management/Staff Analytics & Roles

  • 11

    Monthly Financial Statements

  • 12

    Cash Flow Analysis

  • 13

    COA Restructuring

  • 14

    Assistance with QBO

  • 15

    Bank/CC Reconciliations

  • 16

    Practice Controls (Fraud & Embezzlement)

  • 17

    Traditional & Non-Traditional Retirement

  • 18

    Estate & Trust Planning

  • 19

    Entity Analysis & Structuring

  • 20

    Insurance Needs Analysis

  • 21

    Payroll Solutions

Platinum Package
Starts at $3000/mo

This package is reserved for our elite clients that are proven implementers and are using the system to grow their practice and generate wealth. In addition to everything in our Gold Standard Plan, we will also provide the following:

  • 01

    Implementation & Maintenance of Our Bonus System

  • 02

    Fee Analysis for UCR & Insurance

  • 03

    Wealth Implementation Strategies