Business Details
Dental Accounting Experts in California
Founded by Dave Sholer, a Certified Public Accountant with a Master of Business Administration, our firm specializes in providing tailored accounting solutions for dental professionals. We prioritize proactive care, continuous accounting, and industry-specific expertise to ensure our clients receive exceptional value. Our all-inclusive monthly service eliminates hourly billing, offering unlimited support through phone, email, and text. With a focus on tax planning, bookkeeping, and personalized financial guidance, we empower dentists to concentrate on patient care while we manage their financial health. Our commitment to a low client-to-CPA ratio guarantees responsive service and deep familiarity with each practice's unique needs.Backed by memberships in the California Society of CPAs and the American Institute of CPAs, we combine technical proficiency with a client-first philosophy. Our net-zero billing approach ensures fees are eclipsed by tax savings and replaced services, delivering measurable financial benefits. By maintaining up-to-date records and offering real-time access, we enable informed decision-making throughout the year. Our clients benefit from seamless transitions, free set-up services, and direct access to their CPA without intermediaries. With over two decades of experience serving dental practices, we combine technical excellence with a dedication to long-term client success.
Services
Bookkeeping
Tax Planning
Payroll & HR
Monthly Reports
Tax Returns
Business Filings
Dental Practice Startups
Cash Flow Projections
Loan Assistance
Vendor Recommendations
Highlights and features
- We offer unlimited support with no hourly billing for transparent budgeting
- Our all-inclusive service covers bookkeeping, payroll, and tax planning
- We provide proactive tax strategies tailored to dental practices
- Our low client ratio ensures personalized attention and quick response times
- We combine CPA certification with dental industry specialization
What people say
Beyond excellent service
Prompt and knowledgeable responses
Seamless software transition
Proactive tax planning
Personalized attention
Services
Bookkeeping
Our continuous accounting system maintains up-to-date financial records through daily transaction input. This enables real-time financial insights and proactive tax planning based on current performance metrics. Clients receive customized monthly reports tracking business trends and improvement areas.
Tax Planning
We implement year-round tax planning strategies specifically for dental practices. Our services include quarterly financial comparisons, industry benchmarking, and proactive tax reduction planning to prevent unexpected liabilities. As dental specialists, we maximize industry-specific deductions and credits.
Payroll & HR
Our comprehensive payroll solution includes direct deposit processing, tax deposits, regulatory filings, and employee onboarding. We provide HR support for new hires and ensure compliance with state and federal employment regulations while integrating payroll with accounting systems.
Dental Practice Startups
We offer complete startup support including purchase evaluations, cash flow projections, and incorporation guidance. Our services cover entity formation, tax elections, accounting system setup, and vendor recommendations to ensure smooth practice launches with minimal financial stress.
Business Filings
We manage all essential business filings including annual reports, workers' compensation audits, and 401(k) plan documentation. Our proactive approach prevents missed deadlines and ensures compliance with state and federal requirements while optimizing tax positions.
People
Dave Sholer
CPA, MBA
Certified Public Accountant with Master of Business Administration specializing in dental practice accounting. Member of California Society of CPAs and American Institute of CPAs. Focuses on streamlining financial systems for dental professionals.
Questions
What accounting services do you offer specifically for dental practices?
We provide bookkeeping, tax planning, payroll, business filings, and financial reporting tailored to dental practices. Our services include continuous accounting, industry benchmarking, and proactive tax strategies.
How are your services different from other CPAs?
We exclusively serve dental practices, maintain a low client ratio for personalized service, and offer all-inclusive monthly pricing with unlimited support. Our continuous accounting model enables real-time financial insights.
Do you offer support for new dental practice startups?
Yes, we provide complete startup assistance including purchase evaluations, cash flow projections, incorporation guidance, and free accounting/payroll setup specifically for dental practices.
How do you handle tax planning for dental professionals?
We implement year-round tax planning with quarterly reviews, maximize dental-specific deductions, and provide proactive strategies to reduce tax liabilities while ensuring compliance with changing regulations.
What response times can I expect for support requests?
We guarantee quick responses to all phone, email, and text inquiries. Our low client ratio ensures direct access to your CPA without intermediaries or delays.
