Business Details
32 Years
experience
Trusted Accounting and Tax Services for Dental Entrepreneurs
Ed Lloyd & Associates is a proactive accounting and tax advisory firm specializing in serving dental entrepreneurs and business owners. With over 25 years of experience, we provide customized solutions to reduce tax liabilities, streamline accounting processes, and drive business growth. Our team of certified professionals, including CPA, PFS, CTS, and CVB designations, delivers real-time accounting, CFO services, and strategic tax planning tailored to each client's unique needs.Headquartered in Waxhaw, NC, we serve clients nationwide from North Carolina to Hawaii. Our four-step approach begins with understanding client goals, analyzing financial data, setting strategic objectives, and implementing solutions with ongoing support. We guarantee results exceeding 200% of investment in planning services or offer a full refund. Our clients consistently report reduced stress, accurate filings, and substantial tax refunds through our proactive approach.
Services
Tax Planning
Accounting Services
CFO Services
Cash Flow Management
Exit Planning
Real-Time Reporting
Tax Reduction Strategies
Financial Organization
Details
- Year established: 1994
Highlights and features
- 25+ years of experience serving dental entrepreneurs and business owners
- Proactive tax planning with certified CPA, PFS, CTS, and CVB professionals
- Customized solutions for tax reduction, accounting, and business growth
- Nationwide service from North Carolina to Hawaii with local expertise
- Guaranteed results exceeding 200% of investment in planning services
Associations and certifications
- North Carolina State Board of Examiners
What people say
Accurate taxes
Maximized deductions
Reduced stress
Substantial refunds
Timely service
Services
Tax Planning
Our proactive tax planning service helps dental entrepreneurs legally minimize tax liabilities through customized strategies. Certified CPAs analyze financial situations to identify deductions, credits, and savings opportunities while ensuring compliance with evolving tax codes. We develop long-term plans to optimize tax outcomes throughout the year, not just during tax season.
Accounting Services
Real-time accounting services provide accurate financial tracking and reporting for dental practices. Our team manages day-to-day accounting tasks, implements automation solutions, and delivers timely reports to improve financial visibility. This service helps business owners focus on practice operations while maintaining organized financial records.
CFO Services
Virtual CFO services offer strategic financial guidance to grow dental practices. We provide performance analysis, budgeting assistance, and growth planning to improve profitability. Our experts help clients understand financial metrics, make data-driven decisions, and develop long-term financial strategies tailored to practice goals.
Cash Flow Management
This service optimizes practice cash flow through forecasting and strategic financial organization. We help dentists understand cash movement patterns, implement effective budgeting systems, and develop strategies to maintain healthy cash reserves. The service includes regular financial monitoring and adjustments to ensure ongoing financial stability.
Exit Planning
Comprehensive exit planning prepares dental practice owners for business transitions. We help develop succession plans, value enhancement strategies, and sale preparation processes. This service ensures owners maximize practice value and achieve financial goals when exiting their practice through sale, transfer, or retirement.
People
Ed Lloyd
President & CPA
Certified Public Accountant with 25+ years of experience serving dental entrepreneurs. Holds PFS, CTS, and CVB certifications. Graduated from UNC-Charlotte and built a practice focused on proactive tax and accounting solutions for healthcare professionals.
Questions
What accounting services do you offer for dental practices?
We provide real-time accounting, tax planning, CFO services, cash flow management, and exit planning specifically tailored for dental entrepreneurs.
How can you help reduce my dental practice taxes?
Our certified tax specialists develop proactive strategies to maximize deductions, credits, and savings opportunities while ensuring compliance with tax regulations.
Do you work with dentists outside North Carolina?
Yes, we serve dental professionals nationwide from North Carolina to Hawaii with virtual accounting and tax advisory services.
What makes your dental accounting service different?
We combine dental industry expertise with proactive planning, certified professionals, and a 200% results guarantee on planning services.
How does your four-step accounting process work?
Our process includes discovery sessions, financial analysis, goal setting, and implementation support to create customized solutions for dental practices.
Videos
