- Tax advising, planning, and preparation
- Taxpayer representation before federal, state, and local jurisdictions
- Business planning for dental practices
- Bookkeeping for dental practices
- Virtual CEO and temp CEO services
- Benchmarking for dental practices
- Demographic studies and site selection
- Cost/feasibility analysis
- Long-term business plans
- Long-term personal financial planning for dentists
- Financial health tracking
- Embezzlement and fraud Analysis
- Practice Aquisitions
- Exit planning
- Buy- and sell-side advisory
- Associate contracts
- Operating agreements for dental practices
- Dental practice start-ups
- Seminars and training