Financial Planning Specific to Dentists

“But I already have an accountant…”

As we consult with dentists, we often hear comments such as:

“My accountant is okay with bookkeeping, but I am not getting any financial advice or direction.”

“Last year I had a substantial amount due on my tax return. I am frustrated because my accountant did not let me know what was coming.”

“I asked my accountant if I should ____ he didn’t even know what I was talking about.”

“I am considering adding an associate. I asked my accountant for help, but he admitted he did not know the first thing about bringing a new doctor into the practice.”

The frustrations listed above, although very real, are unfair criticisms towards accountants. While every business needs professional accounting and tax functions, accounting should not be confused with or compared to practice management or financial planning. These three business functions are as different as an orthodontist, a general practitioner dentist and an oral surgeon.

DoctorsManagement offers assistance in all three areas of your financial life. Because we limit our practice to the medical and dental professionals, our expertise is highly tuned and focused. We have credentials, experience and foresight to meet your financial needs today and tomorrow.
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