Dental Accounting Group: PNDC 2025 Gold Sponsor
The Power of Collaboration in Providing the Financial Needs of Dentists, Specialists and Their Families.
The Dental Accounting Group helps you to improve the financial success of your practice including proactive tax planning. In close collaboration with Focus Partners Wealth (Bellevue Office – formerly Dental Wealth Advisors) we add hands-on comprehensive life-time financial planning and Wealth Management for you and your family, highlighted by innovative and ongoing tax planning, which we often refer to as “free money.” But our services do not stop there.
The Dental Accounting Group also represents buyers of dental practices, helping prospective buyers to avoid mistakes, analyze potential practices – strengths and weaknesses and then helping these dentists hit the ground running with the tools and coaching to avoid early pitfalls and to have the financial systems on day-one for a successful transition.
Alternatively, DG Transitions provides comprehensive transition services to practice sellers. Steeped in years of dental CPA background DG Transitions provides services on a very competitive fixed-fee basis. We include more expertise and breadth of service than your typical practice broker, including advanced tax planning around the transition.
Along with routine business & personal tax filings, DAG now offers a new generation of bookkeeping services, which includes a tech-enabled monthly Financial Pulse Report and additional real-time overhead benchmarking with like-kind practices with our new and improved Fathom Practice Analysis Report. Dental practice owners can compare key performance indicators and budget with the help of a smart AI-powered revenue forecast. DAG is proud of this new milestone in our ongoing mission to provide exceptional value for clients.
Accounting, tax, and advisory services -Together our collaboration covers your practice and personal financial life. Schedule a discovery call today – Let us guide your financial success:
Financial Planning Services
Sam Martin
sam.martin@focuspartners.com
Seller Transition Services
Karrie Ratzburg
Karrie@cpa4dds.com
Bookkeeping, Business & Personal Income Tax, Practice Acquisition Consulting Services
Kevin Bray
Kevin@dentalaccountingpros.com