CPA and Advisory Services

Set your sights on long-term success

Whatever your financial goal or need, you can find CPA and advisory service professionals with dental-specific experience to help you meet your goals. There are accountants, financial consultants, wealth advisors and other professionals to help you with your day-to-day demands, major transitions or financial planning to set you up for long-term success. We’re pleased to present you with three options to explore – Aprio, the Academy of Dental CPAs and Fortune Practice Management.

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Aprio, LLP

With more than 60 years of experience serving dentists, Aprio’s team of dental CPAs, practice consultants, transition specialists and wealth advisors will work with you to maximize your financial outcomes. Their customers range from single practitioners to DSOs, and they offer services for every stage of the practice lifecycle, including:
 
  • Taxes and accounting
  • Practice growth consulting
  • Merchant services
  • Practice startup consulting
  • Wealth management
Learn about Aprio services

Academy of Dental CPAs

Who you choose for your CPA can significantly impact your financial success. A skilled CPA can help you reduce your dental practice tax burden, assist with audits and conduct reporting. Working with an Academy of Dental CPAs (ADCPA) member offers the added assurance of working with someone who can address the unique needs of dentists and their practices.
Learn about ADCPA services

Fortune Management

Fortune Management offers financial services and a combination of coaching, consulting, training and support systems to enrich the financial lives of dentists. Through this firm, you can access strategic business advisors, multigenerational planning, asset management and more.
Learn more

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