Financial Success for Every Dentist

Maximizing your unique opportunity through a proactive advisory perspective

Photo of dentist working on computer with an overlayed image of a tablet showing a financial dashboard

Practice Success Plan

A plan and vision for long-term success
Insight into practice performance for superior management

A financial management strategy to maximize practice success
An integrated tax & retirement strategy to achieve personal goals

A dental financial management team that proactively collaborates with you throughout the year
Clean and accurate books that provide practice owner peace-of-mind

Jones and Roth Dental Success Plan thumbnails

Download the Dental Practice Success Plan Flyer (PDF)

Our Services
How We Work With You
Year-Long Advisory Meeting Schedule
On-Demand Media
Insights

Our wide-range of services ensure your practice remains competitive:

Advisory

Quarterly Review of Goals
Benchmarking Analysis of Key Performance Indicators w/ Dashboard
Personal Budget & Debt Management Review
Retirement Plan Contribution Review
Family Employment & College Savings Strategy
Fee Analysis & Optimization

Tax

Quarterly Review of Financial Statements & Tax Projections/Estimates
Integrated Tax Strategy for Dentist and Practice
Annual Tax Returns for Dental Practice and Dentists

Accounting

Reconciliation of the banking and credit card accounts
Verifying and entering the Principal and Interest splits for loan payments
Payroll Allocation for Staff, Hygiene, and Assistant
Entering of the depreciation and amortization
Review / analysis of the general ledger
Financial information reports provided to client

Rather than simply providing year-end tax preparation, our goal is to contribute value throughout the year that results in superior practice and personal financial management.

Our client meetings take place online with easy-to-use conferencing software.

We use cloud-based apps to access real-time financial management reports for accounting, bookkeeping, and practice performance.

Together, we collaborate to plan and measure your progress matched to your personal and practice goals.

We stay in close communication with you throughout the year to make sure you always know what’s coming up next and what we need from you. You’ll never wonder about next steps or when our next meeting is.

In addition to year-round communication, our team provides quarterly meetings to provide guidance throughout the year. These meetings give our clients the chance to look back, assess the current situation, plan ahead, and get advice on the issues that matter most to their success.

Quarterly Meeting Schedule