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Services

Accounting, tax planning, and business strategy designed for you.

You shouldn’t have to run a less profitable practice than you deserve.

We understand how difficult the business side of dentistry can be, and our dental-focused accounting and tax planning services are here to help.
A Proven Process

A Proven Process

Support at all Stages

Support at all stages

No Long-Term Contracts

No Long-Term Contracts

Tax Strategy, Planning & Filing

Take a proactive approach to tax time with our expert tax services. Maximize your savings and write-offs, get ahead of tax season, and avoid rushing to meet a stressful deadline in April.

Back Office Automation

Let our team handle the heavy lifting while you focus on caring for patients. We’ll manage the business side of your dental practice so you can feel less tied to your chair and think more about growing your practice and living the life you want.

Growth & Profitability Consulting

You deserve a profitable, sustainable business that works for you and your team in the long-run. Our growth and profitability consulting services will help identify your pain points, develop a customized growth plan, and enjoy the practice you deserve.

Strategic Planning

With a clear transition plan and a proven process, we provide strategic planning services that take the unique nature of your business into account. Let us help you reach your next goal.

Continuing Education Resources

Our continuing education resources help you stay competitive, remain engaged, and continue leveling up at every stage of your business.

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My husband and I were desperate to have a real professional accountant for the business and our personal finances. We were blessed to meet Bill Ladd and Jared Duckett last year. This is the 1st year working together, and in just a few months we have seen a huge difference and growth with their guidance and advice. Living through the unprecedented times we all are facing, they both and their team have helped us navigate in a positive way, keeping a permanent and open communication with us.
Liliana Bernardini

"

My husband and I were desperate to have a real professional accountant for the business and our personal finances. We were blessed to meet Bill Ladd and Jared Duckett last year. This is the 1st year working together, and in just a few months we have seen a huge difference and growth with their guidance and advice. Living through the unprecedented times we all are facing, they both and their team have helped us navigate in a positive way, keeping a permanent and open communication with us.
Liliana Bernardini

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