Services
Services for Dental Professionals
We offer a complete suite of financial solutions—from foundational bookkeeping to high-level strategic consulting—all tailored to the unique needs of dentists in Hawaii and California. Discover how our integrated approach can bring clarity, optimization, and growth to your practice.
Dental Bookkeeping
The essential foundation. Meticulous, accurate bookkeeping that gives you a crystal-clear view of your practice’s financial health.
Tax Preparation
The smart approach. Proactive tax planning and preparation designed to minimize your liability and keep more of your hard-earned money.
Business Consulting
The path forward. High-level financial guidance and data analysis to help you make confident decisions that drive profitability and growth.
Payroll
Accurate, compliant payroll services that keep your team paid on time and your practice in full tax compliance.
Dental Billing
End-to-end dental billing support that improves collections, reduces errors, and keeps your cash flow healthy.
Bookkeeping
Accurate Bookkeeping for Ultimate Financial Clarity
Immaculate books are the bedrock of a successful and stress-free dental practice. Our professional bookkeeping service is designed to take this critical and time-consuming task completely off your plate. We go beyond simple data entry; we build and maintain a pristine financial record-keeping system. This provides you with the clarity you need to understand your business performance at a glance and serves as the essential foundation for strategic tax planning and intelligent growth decisions.
Our bookkeeping services include:
Monthly categorization and reconciliation
Dental-specific chart of accounts
Clean monthly P&L, Balance Sheet, Cash Flow
Error fixing and cleanup when needed
Outcome:
Clear numbers you can trust
Ready for tax planning year-round
Tax Prep.
Strategic Tax Planning & Preparation
Tax season shouldn’t be a source of anxiety. As specialists in dental tax services, we transform your tax process from a reactive, once-a-year event into a proactive, year-round strategy. A general accountant can ensure you’re compliant, but our deep knowledge of the dental industry and the specific tax laws in California and Hawaii allows us to uncover savings that are often missed. We focus on legally minimizing your tax burden so you can reinvest in your practice, your team, and your personal goals.
Our tax services include:
Entity and election guidance
Quarterly estimates and reminders
Year-round planning for deductions and credits
Federal and state returns
Outcome:
Lower liability with fewer last-minute issues
Peace of mind at filing time
Tax Prep.
Payroll Processing for Dental Teams
To provide a truly comprehensive financial solution, we offer reliable payroll processing exclusively for our active bookkeeping and tax clients. We can manage your payroll with the same precision and care we apply to all our services, ensuring your team is paid accurately and on time, and that all payroll tax filings are handled correctly.
Please note: This is an add-on service available to our ongoing clients.
What’s included:
Payroll runs and direct deposits
Withholdings, quarterly and annual filings (941, W-2, 1099)
Employee and contractor setup
PTO and deductions tracking (as applicable)
Outcome:
Staff paid correctly and on time
Compliance handled without headaches
Tax Prep.
Dental Billing Support
Clean billing workflows that improve collections.
What’s included:
Claims submission and follow-up
Payment posting and adjustments
AR review and cleanups
Monthly billing performance reports
Outcome:
Fewer denials and faster collections
Clear view of AR and cash flow
Business Consulting
Business Consulting
Guidance that turns clean books into better decisions.
What’s included:
KPI dashboards and review calls
Pricing, production, and scheduling analysis
Cash flow planning and budgeting
Expansion or acquisition support
Outcomes:
Confident decisions with clear targets
Are you ready?
Ready to Unlock Your Practice's Full Potential?
Discover how a strategic financial partner can transform your practice’s profitability and growth. Schedule a complimentary, no-obligation consultation to begin the conversation.