We know you don't want to be the quarterback between all of your advisors, accountants, and financial providers. We make it EASY by having dental accountants, certified financial planners, and wealth managers handle it all for you. One contact, one team, all under one roof.
Unlike other dental CPAs, we handle every piece of the financial puzzle—from debt management to tax strategy onto exit strategy and retirement planning—to help you make the best 360°decisions for both your personal life and dental practice.
Are your business & personal finances handled by different people? Even separate firms? We bring everything under one roof to maximize your dental practice & personal wealth, together.
At Core Advisors, we’ve been guiding dentists for more than twenty years. You can count on our experienced, dedicated team of CPA for dentists to support you in every facet of your finances.
Different strategies across your taxes, practice, and retirement can leave a lot of money on the table. We make sure every financial decision for your dental practice benefits your personal wealth, and vice versa.
Traditionally, as a dentist, you act as the quarterback of your personal and business finances. Juggling multiple people, firms, and decisions across your personal taxes, business taxes, payroll, property taxes, debt management, investment strategies, retirement contributions, bookkeeping, budgeting & forecasting, acquisition planning, personal financial planning... and more.
At Core Advisors, we set out to change that. Our dental accountants handle everything for you under one roof. From bookkeeping and tax strategy, onto financial planning and debt management, we bring your finances full circle. You’ll never have to stress about whether or not you’re making the best financial decisions for yourself, or if your growth plans aren’t on track. That sits with our experts now.
Here are just a few of the dental accounting services we handle for you:
Accounting software, monthly reports, compliance. Save hours of in-house work each month by outsourcing your tedious, boring yet essential accounting to Core Advisors.
Never dread another payroll run again. With Core Advisors, managing employee time off, pay stubs, employee benefits, and payroll tax is all off of your plate now.
From high net worth tax strategy to tax preparation and filing, our team of specialized dental accountants make sure you never pay a dollar more than you legally owe.
We help you build a dental practice you’re proud of. From KPI setting, to financial projections, onto budgets & revenue strategies, we look ahead for you to maximize profitability and growth trajectories.
While you’re busy running your practice, we’re busy planning for life after it. We make sure your investments, debt management, and exit plans are set up and thriving, so you can look forward to life after work.
Never worry about the future with Core Advisors. Our experienced wealth management advisors ensure your portfolio is well-balanced to match your risk and growth needs.
Getting set up with us is easy! Here's what you can expect when we kick off:
You'll meet with your dedicated dental accountant to discuss your priorities. Practice growth? Debt pay off? Exit planning? We'll build a plan together.
Our team will get to work on every aspect of your business: daily bookkeeping, monthly payroll runs, and more. It's our responsibility now!
Next, we'll take a look at your personal financial planning. Are you paying yourself enough each month? On track for retirement? We'll align your personal & business goals.
We'll take a look at your business growth goals vs. progress. What goals are you trying to reach? What KPIs should you be tracking to get there? We'll plan your tax & profit strategy for the year.
Finally, we'll tailor your wealth & investment portfolio to your individual level of risk and reward. We'll take into consideration your tax strategy, asset management, and long-term goals to design a custom plan for you.
Is it time to try a new way of handling your dental accounting & personal wealth? Book a call with one of our team members to get started: