What we do

We offer all of the accounting services that typical firms provide because we need “good numbers” as the foundation for what we do.

Monthly Services:

  • Monthly financial statements including profit and loss statements and balance sheet reports
  • Monthly bank reconciliations with client balance to bank balance comparisons
  • Payroll check calculations
  • Calculations of 941 and state tax deposits
  • Preparation of payroll tax quarterly returns and year end W-2's and 1099's
  • Cash flow analysis

We don’t sell a one-size-fits-all package. We are here to serve you and your practice needs. Here is a list of some of the additional services we provide that set us apart from the crowd.

Additional Services:

  • QuickBooks installation and set up of dental-specific or medical-specific chart of accounts
  • Evaluating your business entity
  • Practice Valuation
  • Personal Financial Planning
  • New practice set-up
  • Doctor compensation planning and formulas
  • Bookkeeping operations review
  • Preparation of budget for income and expenses

Consulting:

  • Advice on pension and profit sharing plans
  • Buy-ins, Associate contracts and other practice transitions
  • Assisting in buy vs. lease decisions
  • Assisting in obtaining loans/leases
  • Pay packages for individual staff members
  • Recommendations for pay levels for different dental and medical team positions
  • Bent Ericksen HR Training and Implementation
  • IPM Personality Assesments with communication and teambuilding seminars

Resources:

  • Monitoring areas of income and expenses to industry benchmarks/performance measurement systems
  • Monitoring pay levels for staff positions
  • Assistance with choice of equipment to purchase; financing information, tax benefits etc.
  • Dental fee survey annually with individual results provided to participants
  • Newsletters periodically with usable content as tax law changes or year-end tax savings ideas
  • HIPAA compliance issues or embezzlement tips

Taxes:

  • Tax planning
  • Tax returns for individual and all entities

Travel Option:

  • Travel to your location for appointments is always an option
  • You don't have to cancel patients; we can accommodate your day off or break between appointments or lunch breaks
  • Evening appointments are also available
  • Sometimes, you may wish to travel to us as your time allows

The biggest thing that makes us different from other firms is our strong desire to see you achieve your personal and professional goals. We want to work with you, not for you, to make those goals a reality.

It's that time of year again!  We are currently working on mailing out tax organizers to those of you who have asked to receive them.  If you do not receive an organizer and you would like to, please call our office and we'll be sure to add you to the mailing list.

Remember that your tax information mus
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