Our Services

Tailored financial and tax solutions exclusively for dental professionals.

Taxation Planning, Return Filing & Defense

Tax strategies to maximize savings for dentists

Practice Consulting

Find True Profitability in Your Dental Practice

Owning a dental practice shouldn’t feel like working harder every year just to maintain the same results. We understand fee guide hikes don't make up for overhead increases year over year. Many clinic owners face shrinking margins, rising payroll costs, inconsistent cash flow and unanswered questions like “Where is the money going?” or “Why isn’t higher production translating into higher profits?" or worse ”We are profitable but why do we not have enough free cash?"

We help dentists close financial loopholes, benchmark performance, and deploy proven financial systems that turn numbers into clear, actionable decisions. Our approach goes beyond accounting; we embed best-in-class financial practices, metrics, and controls into your clinic’s daily operations so profitability becomes predictable, measurable and sustainable.

The Outcome

• Clear visibility into where profits are gained or lost;

• Controlled payroll and material costs;

• Consistent cash flow whether Assignment Vs Non-Assignment office;

• Data-driven decisions backed by dental benchmarks;

• A practice built to thrive - not just survive.

Areas We Focus To Deliver Results

• Production, Profitability & Benchmarking;

• Cash Flow & Accounts Receivable Control;

• Expense, Payroll & Wage Optimization;

• Material costs, waste and potential pilferage;

• IT, licensing and systems costs;

• Marketing costs analysis and real NP conversion.

Execution, Not Just Advice

Most dentists don’t need more reports; they need clarity and follow-through. We partner with you and your clinic manager to ensure recommendations are implemented, monitored, and adjusted as your practice evolves. This allows you to step out of day-to-day financial stress and refocus your time where it matters most: your patients and your long-term vision.

Tax planning for dentists goes far beyond filing a return once a year. Many dentists earn well but still feel uncertain about their numbers; unsure why cash flow feels tight, why taxes seem unpredictable or whether they are truly paying themselves in the most efficient way. Rising overhead, high payroll, associate compensation, and increasing CRA scrutiny make tax decisions more stressful than they should be.

Effective tax planning requires a deep understanding of how your practice is structured, expenses and long-term goals. Without this, dentists often overpay tax, miss legitimate deductions or make decisions that limit future flexibility - especially as the practice grows, adds associates, or considers expansion. We connect tax planning with the reality of running a dental practice and how today’s decisions affect your income and retirement.

The Outcome

• Lower overall tax burden;

• Fewer CRA concerns and surprises;

• Clear, confident financial decisions;

• A tax strategy aligned with your practice and personal goals;

• No year-end surprises.

Areas We Focus To Deliver Results

• Practice structure & incorporation planning;

• Compensation strategy optimization (salary vs dividends);

• Income splitting & family tax planning;

• Accurate income and expense classification;

• Integrated personal, corporate, and retirement tax planning;

• Professional assistance and representation for CRA audits, reassessments and CRA risk management.

Tax Efficiency Planning, Not Just  Filing

From structuring your practice and optimizing your compensation mix to organizing your documentation and ensuring CRA-ready compliance, our Dental CPA experts support the full implementation of your plan. Our goal is to keep your tax strategy aligned with your growth, cash flow and long-term goals, so you can focus on patient care while we handle the tax details behind the scenes.

We provide real-time bookkeeping and financial management designed specifically for dental clinics, so you can focus on patient care while we keep your numbers accurate, compliant, and actionable.

Our Virtual Controller Services Include

• Payroll processing for your team and associates;

• Accounts Payable management including invoice entry and payment control;

• Preparing and analysis of monthly, quarterly and yearly performance.

• Bank, credit card, and loan reconciliation for accurate cash tracking.

Areas We Focus To Deliver Results

We Build Systems That Prevent Errors & Protect Your Clinic. Our accounting processes are designed to increase accuracy and reduce risk by:

• Reconciling patient collections from your practice management software to your bank, identifying discrepancies and preventing revenue loss

• Tracking accounts receivable, write-offs, and collections to reduce the risk of fraud or missed payments

• Using cloud-based accounting with invoice attachment for audit-ready records and CRA compliance

• Matching vendor purchases to invoices before payment to prevent duplicate or unauthorized transactions

• Monitoring cash flow daily to identify potential shortfalls before they become emergencies

• Reviewing payroll hours and overtime to ensure accuracy and prevent overpayment.

Virtual Controller

Real-Time Control for Your Dental Practice

Dental Associates Bookkeeping

Built for Associates

Dental associates often face unique financial challenges — from managing irregular income to maximizing deductions, handling student loans, and navigating CRA compliance. We provide specialized bookkeeping and year-end tax support so you can stay organized, compliant, and confident in your financial future.

Expert-Level Bookkeeping & Advisory

Each associate’s journey is different. We build a tailored plan based on your personal situation, career goals, and long-term financial objectives.

Areas We Commonly Focus To Deliver Results

• Creating a plan to pay off student loans efficiently;

• Selecting the right practice or employment model to match your income goals;

• Reviewing associate contracts for compensation accuracy and fairness;

• Verifying pay statements to ensure you are being paid correctly;

• Evaluating disability & professional liability insurance needs;

• Determining the right ownership structure (sole proprietor vs incorporation);

• Planning if/when to incorporate and what it means for your taxes;

• Exploring shareholder options and the limitations for associates;

• Deciding how to pay yourself (salary, dividends, or a combination);

• Introducing layered tax advantageous structure including HoldCo, OpCo in addition to DPC.

Due Diligence for Acquisition

Buying a dental practice is one of the most important financial decisions you’ll make — and it comes with real risks. Without a detailed financial review, buyers often discover hidden issues like inflated production, weak cash flow, or unexpected expenses after closing.

We provide in-depth financial due diligence to confirm the true value of the practice and determine whether it aligns with your personal income goals and long-term financial plan. Our goal is to help you buy with confidence — not regret. Our CPA dental acquisition experts have evaluated 100s of potential clinics and successfully advised on fair valuation and room to negotiate further down.

Our Seamless Due Diligence Process Include

• Goal Setting & Valuation Review;

• Financial Due Diligence & Chart Audit;

• Contract & Transition Support.

• Transition Planning & Takeover.

Areas We Focus To Deliver Results

Our due diligence goes beyond surface-level financials. We identify and mitigate real risks that can materially impact your income after closing; risks that are often missed in standard reviews.

Our experience includes successfully::

• Identifying exposure from undocumented staff arrangements, including associates and team members without written contracts, and advising on risk mitigation before closing;

• Validating and managing seller's future collections and safeguarding for re-do's;

• Assessing lease escalation and renewal risks;

• separating book profitability from actual owner cash in hand across prior years;

• Developing closing checklist to prioritize what is important.

Audit & Reassessment Experts

A CRA audit or reassessment can be disruptive, time-consuming, and stressful — especially when you’re unsure how requests will impact your taxes, your practice, or prior years. For dentists, even small missteps in how information is presented can quickly escalate into penalties, interest, or expanded reviews.

We manage CRA audits and reassessments from start to finish, acting as your primary point of contact with the CRA. Our role is to protect your position, control the process, and resolve matters efficiently — so you can stay focused on your practice.

What Our Expertise Include

• Full review of CRA audit or reassessment notices

• Strategic preparation and review of supporting documentation

• End-to-end CRA correspondence and deadline management

• Defense of deductions, income reporting, and practice structures

• Support through reassessments, objections, and follow-up reviews.

The Outcome

• Reduced stress and disruption during CRA reviews

• Clear, organized, defensible responses

• Lower risk of penalties and repeat audits

• Confidence knowing experienced professionals are handling the CRA on your behalf

End-to-End CRA Defense Built for Dentists

The Real Insights

Beyond Appraisal and what's told

Book Now

Schedule your free dental CPA consultation to optimize your practice.