White Glove Service for Dentist Accounting
We handle everything from your bookkeeping to retirement planning, ensuring every financial aspect of your dental practice is covered. Our goal is to let you focus on your patients while we take care of the rest.
Is your dentist accounting complex & overcomplicated?
Handling different bookkeepers, tax advisors, financial planners, and debt managers can be a hassle. We bring all these services together in one place for you. With our dedicated team, you only have one point of contact for all your financial needs. This way, you can focus on treating your patients while we handle the rest.
We handle every aspect of
dentist accounting for you
Monthly
Bookkeeping
Our team dives into your financial books every week, year-round. We make sure all your cash and credit transactions are balanced and accurate, so you can trust your financial records. At the end of each month, we wrap up all financial activities, giving you a clear picture of your practice's finances to guide your decisions.
Strategic Tax
Services
Imagine a stress-free tax season. With Core Advisors, you can sit back, relax, and trust that our team has your back. From year-round strategic tax planning to meticulous tax preparation and timely filing, rest assured that your taxes will be handled accurately and promptly, every time.
Financial Analysis &
Goal Planning
As your dental practice grows, it's important to keep an eye on the right things to see how you're doing and make changes if needed. But figuring out which numbers to pay attention to can be tricky. Our experienced dental accountants will work with you to figure out which key numbers matter most for your practice's size and stage of growth, and we'll help you put systems in place to keep track of them.
Short & Long Term Forecasting
Planning for the future is essential for any dental practice. We'll help you forecast short and long-term financial goals, preparing for both the best and worst-case scenarios. With our guidance, you can navigate uncertain times with confidence, ensuring your practice remains resilient and prepared for whatever comes its way.
One team of dental accountants, certified financial planners,
& wealth advisors
Here are just a few of the dentist accounting services we handle for you:
Dentist Accounting
Accounting software, monthly reports, compliance. Save hours of in-house work each month by outsourcing your tedious, boring yet essential accounting to Core Advisors.
Payroll
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.
Tax Services
From high net worth tax strategy to tax preparation and filing, our team of specialized dental tax accountants make sure you never pay a dollar more than you legally owe.
CFO Services
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.
Retirement Planning
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.
Wealth Management
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.
Gain a Financial Partner For Your Practice And Yourself
Is it time to try a new way of handling your dentists accounting & personal wealth? Book a call with one of our team members to get started: