Taking Care of Your Full Financial Life

We offer buyer representation only to dentists who also plan to hire us for their ongoing financial services once they become a practice owner. To learn more about our service for practice owners, watch the video above.

• Monthly accounting, taxes, payroll, & financial planning: ~$1500/month for a single owner, single location practice owner
• Investment management of 401k, IRAs: .75-1% of assets under management. This percentage decreases as the balance in the investment accounts increases.
• Practice purchase buyer representation (for future PFG clients): $6,000 flat fee ($2,000 up-front, $4,000 after practice sale closes)

No, we are a comprehensive dental CPA, financial planning, and investment management firm and our clients use us for all these services.

As a percentage of collections, our fees typically make sense for practices collecting ~$900k or more per year, since most dental practices spend about 2% of their collections on financial/tax services.

We currently limit our services to solo-owner, single-location practices. We no longer work with practices that have multiple owners or operate multiple office locations.