Coaching Dentists On Acquiring Practices & Building Wealth
For most Dentists their CPA’s and Accountants are good at recording history. But
for a dental practice to thrive and grow financially, looking backwards isn’t enough.
You need PROACTIVE forward looking financial thinking, insightful analysis and usable,
real life recommendations to move your dental practice forward & create wealth for
That’s why we offer you a Free 30-Minute Consultation for you to test our knowledge
and ask us ANY questions for free, BEFORE you spend a dime to hire us (call 800-800-1776
That’s why we provide UNLIMITED access to our CPA’s, Accountants and financial specialists
once you hire us as your Virtual CFO, so you don’t worry about being nickel and dimed
whenever you have a business or financial question you need an answer to.
That’s why we provide you with 401K Administration for you and your practice’s retirement
plans so you can protect and maximize the hard earned money you funnel into you and
your staff’s retirement plans every month. (If you think you might be overpaying
on your 401K administrative fees, call and have us perform a no-obligation, Free
401K Account Audit for you.)
That’s why we provide you with a Financial Health Assessment when you are looking
to borrow money or finance a large purchase, so you can determine if and how to structure
your debt without negatively affecting your practice cash flow.
Take a look at the range of Services we provide below:
Why Do Dentists Across The Country Hire Dental CPA Coach Accountants To Help Them
Run & Grow Their Practices??
New Business Formation
Small Business Accounting
Audits – Reviews – Compilations
Due Diligence Procedures
Agreed Upon Procedures
Dental Practice Services
Tax Preparation and Planning
Investment Management* (Management is with Archer Financial Advisors. All assets
are held by Schwab Institutional)
Portfolio and Investment Review
Personal Financial Planning
Individual Dentist Services
As Our Client You Have Direct Access, No Phone Tag!
Troy Patton CPA/ABV
When you’re in your practice, you’re usually busy with patients and working with
your team. So when you have an important question, you don’t have the time to trade
calls with an accountant. That is why you deal directly with our partners, senior
staff and specialists. We’re not a big 4 accounting practice with layers of clerks
and bookkeepers. We only hire senior people.
So if you want financial advice that’s not only helpful but INSTRUCTIVE on how to
be more effective financially in your practice and personal life, give me a call
at 800-800-1776. If you call and I’m not available we can schedule a time to talk
and you can test drive me on the unlimited discussion promise while I explain how
our program works and the cost based on your needs (annual, quarterly or monthly