Dental Practice Consulting

Running a dental practice comes with unique challenges. Since 1987, our team of problem solvers have guided dentists through starting practices, operating efficiently, and profit planning with customized solutions. No matter where you are in your journey, we’re here to help your practice thrive.

Optimize & Grow Your Dental Practice

As a trusted dental CPA firm in Dallas-Fort Worth, we’ve guided dentists through economic challenges, industry shifts, and growth opportunities. Our expertise is your advantage, helping you refine operations, strengthen patient relationships, and boost profitability.

How We Help:

  • Improve Financial Health – Perfect billing strategies, correctly time equipment purchases, and enhance hygiene program efficiency
  • Strengthen Patient Relationships – Build loyalty, communicate effectively, implement incentive programs, and provide behavioral insights
  • Optimize Office Operations – Train staff, improve office management, and incentivize team accountability

Your practice deserves a customized, strategic approach to long-term success. Let’s build a thriving, patient-focused, and profitable dental practice together. 

Entity Formation – Setting You Up for Success

Choosing the right business structure is one of the first and most important steps in starting your dental practice. The way your entity is formed impacts taxes, liability, and overall financial health, so getting it right from the start is critical.

We guide dentists through the entire entity formation process, ensuring your business is structured for success. From reserving your company name to securing the necessary licenses and permits, we handle the details so you can focus on building your practice.

We’ve helped thousands of dental professionals launch their businesses with confidence, and we would love to do the same for you. Contact us today to start your journey with a team that knows the business of dentistry inside and out.

Finance Smarter & Lower Interest Rates

Finding the right financing option for your dental practice can feel overwhelming. With so many lenders, loan structures, and interest rates available, it’s challenging to determine what works best for your financial goals.


We can help our dental clients secure the best financing options available. Our team is experienced in identifying opportunities to lower interest rates and reduce loan payments – in some cases by up to 50%! Whether you need funding for practice expansion, equipment purchases, or personal financing, we can leverage our expertise to find the most cost-effective solutions for you.


Let us help you navigate your financing options with confidence and secure terms that align with your practice’s financial success.

Fee Analysis – Maximize Profitability

Understanding the financial side of your practice is essential for long-term success. One of the most common concerns we hear from dentists is whether they’re charging the right fees to stay competitive and profitable. Our in-depth fee analysis provides clarity and actionable insights.

We help dentists determine:

  • When to adjust service fees up or down based on market conditions and profitability
  • When to expand your team and hire additional staff
  • How much to pay your staff to maintain financial stability and attract top talentHow to allocate your budget for dental equipment and technology
  • How to allocate your budget for dental equipment and technology
  • How to develop an effective marketing budget for growth

With our expertise, you’ll have the confidence to make informed financial decisions that keep your practice thriving.

We Are Your Financial Experts.

Other CPA Services

Robert Edwards Dental CPA data-lazy-srcset=

Financial Planning

Strategic Financial Planning for Dentists Secure your financial future with expert guidance tailored to dental…

Read More