Dental CPA Services

We provide a wide range of financial services to meet your needs. 

We promise to provide every service with a smile, and to your highest level of satisfaction. 

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MANAGERIAL ACCOUNTING

Creating and maintaining accurate financial records is often complex, challenging and time consuming. As your financial partner, our team of professionally trained CPAs and accountants help minimize the stress of financial reporting with expert managerial accounting.


We design and implement monthly accounting processes and systems that meet the unique financial needs and goals of your business. Our team goes one step further than most other accountants by working with you to ensure you follow the processes and systems. And we do this for you quickly, accurately and painlessly.


As fact finders and information seekers, we work with you to set benchmarks and evaluate your business against industry trends and standards.


We believe knowledge is power, and that knowledge is best obtained through continuous education. The education process is facilitated through regularly scheduled Financial Statement Strategy Sessions to review your business’ financial health. These sessions result in increased confidence to make more informed business decisions. We call this process “Providing Financial Clarity.”


We offer a wide range of accounting services including:

 

  • Monthly accounting and bookkeeping
  • Guaranteed monthly financial statements 
  • CFO services

 

TAX SERVICES

Today’s income tax code is a constantly evolving set of rules whose application changes based on new regulations and court cases. Our team of CPAs understands its complexity and how it impacts dental and other health care provider practices, small business owners and individuals. When you need tax services for dentistry, we're an industry leader.


Your Pro-Fi 20/20 team works with you year-round to help eliminate the “dreaded end of year tax surprise.” We develop comprehensive and proactive tax strategies that apply tax codes and incentives that are advantageous, minimize your tax burden and open doors to both business and tax opportunities. 


With a deep commitment to providing you with financial clarity, we educate you on how everyday business decisions impact your end-of-year income tax liability and position your business for future profitability and growth.


We offer a wide range of proactive tax services including:

 

  • Individual, family, and business tax
  • Mid-year and year-end tax planning sessions
  • Business tax credits and incentives consulting

 

CONSULTING SERVICES

Achieving success throughout your practice or business’ lifecycle, from start-up, to continued growth and planning for succession or retirement, all involve a broad range of complex financial and business considerations.

You can trust the Pro-Fi 20/20 team’s deep technical, financial and business skills and experience to deliver smart and practical solutions. We share our knowledge and unbiased counsel with you so that you understand all the scenarios to determine the best options for your financial success. Our consulting services include:


Analytics

Analyzing financial data and performance metrics are important tools for the success of your dental or medical practice or business.


Corporate Structuring

Corporate structuring is the blueprint for your practice. At Pro-Fi 20/20, our experienced business strategists will advise you on how to best structure your organization. 


Our experienced team of business advisors will develop a customized mergers and acquisitions plan that analyzes all essential financial, operations, product and services aspects of your business expansion options.

BUSINESS  VALUATIONS

Buying a Practice? Selling Your Practice? Bringing in a Partner?  
Every doctor has different needs with each transaction they are involved. Pro-Fi 20/20 is your independent advisor and can consult with you through every new opportunity, whether it is for buying a new practice or selling your dental practice and the associated succession planning. We will help you structure your opportunity to your maximum advantage. 

Our experienced CPA’s have the knowledge and understanding of the complexities of the tax and cash flow implications from buying a practice or selling a practice. We have a group of outside specialized business partners who are experts in calculating the fair market value of a practice and can help you find a buyer, seller, or partner. 

BANK LOAN ASSISTANCE

Whether you are a business owner that needs additional capital to expand your business or purchase equipment, or you are buying your first or second business, obtaining financing can be a challenging process.

Securing a bank loan can be daunting and complex but we have you covered. Our team of consulting and accounting professionals guide you through the loan process from start to finish.

We have established successful and trusting relationships with lenders nationwide, and we understand their unique financing criteria. You benefit from these relationships as we:
  • recommend the best loan and financial institution for your unique situation
  • review your financial documents to ensure that they are current, accurate and organized
  • analyze different loan options and provide you with the pros and cons of each alternative
We have experience helping our clients with a variety of loans such as:
  • dental and medical practice purchase loans
  • working capital loans
  • equipment loans
  • commercial real estate loans
  • construction loans
  • commercial real estate lines of credit
  • business lines of credit
  • SBA loans
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