Increase Production & Reclaim Your Time
Experienced Dental CPAs & Virtual CFOs with Specialized Knowledge
Gain a Strategic Business Advisor with a Dental CPA.
Dentistry is a highly esteemed profession with ancient roots that has been changing swiftly over time with advancements in medical knowledge and current technologies.
As a dental practitioner, there is much to stay abreast of while driving your practice forward, transforming it to make the dream you began with a reality. That is where we come in. We have worked with multiple dental practices to streamline processes, create efficiencies, manage cash flow, and give the owner back precious time to spend on the business or with family. As business growth and profitability advisors, we partner with you to define these goals and set a clear path to achieve success.
Keep your focus on your patients.
Work with a virtual CFO to reach the goals you have for your dental practice.
“I think PJS & Co. CPAs have been a wonderful addition to my group practice. PJS & Co. CPAs have helped to streamline our accounting processes and save time with Burch Dental’s bill paying process. The tax planning service has been extremely helpful as well. I would recommend PJS & Co. CPAs to any dental practice.”
“Jaime Staley has provided exceptional service for my business. As a new business owner, she helped me get off the ground, learned our specific software and even helped clean up years of books after the acquisition (a large undertaking). Her attention to detail is top notch, and she has truly made my life easier. She is always available for questions and keeps me on track. I can’t say enough good things about her service. Highly recommended!”
Do You Need a Dental CPA?
A skilled dental CPA or virtual CFO will be able to help you analyze your numbers and reports in a meaningful way. They will also have experience to understand industry benchmarks, know “best practices” from other offices and what has worked in the past to work smarter, not harder.
One of the reasons we love working with dental offices and owners is their dedication to their patients and level of professionalism in business. Our collaborative approach works well with clients who are willing to learn and do the necessary work to grow their business, which seem to be traits of our dental clients.
We are familiar with industry-specific software such as Dentrix, Open Dental and TDO Software and have used this knowledge to streamline processes and give valuable time back to multiple dental professionals. We have also worked to establish meaningful Key Performance Indicators (KPIs), compare their practice to industry benchmarks and ultimately increase the profitability in their practice.
We have chosen to focus on the dental industry because of the success we have seen with our current clients and look forward to partnering with many more dentists and specialists to help them achieve the success they deserve!
Our Dental CFO Services
We are business growth, profitability and ease of operations advisors with a passion for helping business owners who want to take it to the next level. We also happen to be CPAs, numbers geeks who love helping business owners leverage the information in financial reports to produce better results for their business. The numbers tell a story, our job is to interpret that story, so business owners can make more informed decisions, and more readily achieve their business AND quality of life goals.
We are happy to work with your current bookkeeper or accountant to advise from a growth and profitability viewpoint and do not aim to replace anyone on your current team. If you would prefer our firm handle all aspects of accounting, we do offer typical compliance services, like bookkeeping and tax preparation.
Service Levels Available
Your Dental Cash Flow Specialist
How do I manage cash flow in my dental practice?
Do I need a line of credit for my dental practice?
Will my cash shortfall be temporary or long term?
As dental cash flow specialists, we can help you answer these questions. Cash flow is an integral part of every business and is the main reason for small business failure, according to SCORE.
Financial management of your dental practice can quickly create stress and overwhelm and take focus away from your patients. Cash flow needs to be actively reviewed on a regular basis to ensure that you have enough cash to cover payroll, dental supplies, laboratory fees and other necessary costs. It’s also important to review this regularly so you may foresee any potential cash flow issues and plan ahead for how you will manage the cash shortfall.
Let's Talk! Book Your Free, 60-Minute Discovery Call.
Scheduling a call is easy - Book a time that is most convenient for you, using the calendar below.
During this call, we will:
- Discuss your company's current financial situation, goals, vision and any other challenges you would like help overcoming.
- Give you information about what it's like working with a virtual CFO and the types of services you can expect.
- Provide pricing options based on your needs
We look forward to speaking with you!
DOWNLOAD OUR FREE GUIDE: How to Choose the Right CPA for Your Dental Practice
Learn the crucial questions you should be asking!
Jaime Staley, CPA, MSA and co-owner has utilized her experience to provide steps to find, vet and choose the right CPA and advisory services for your dental practice.
