Dentist
Finally. A business advisor that gets you.
For more than 30 years the Davis & Hodgdon Advisory Group has served many Vermont dentists, providing them with the services they need so that they can focus on what really matters.
Whether you are just launching or expanding your practice, or perhaps you are ready to begin planning your exit strategy for retirement – we have the perfect set of services to ensure your success!
Our goal is to give you the peace of mind that comes with having a clear, strategic plan for today, your future and the future of your practice!
Dental Practice Services:
- DHA CPAs provides proactive, not reactive tax planning = No more surprises at tax time.
- We are committed to uncovering every possible deduction and every possible credit to lower your tax burden.
- *Copper Leaf Financial's personalized financial and retirement planning integrates every aspect of your life.
- Fiduciary, fee-only financial advice
- 401(k) Retirement plan services
- Evidence-based investing
- RAD (Remote Accounting Dept.) offers accounting and bookkeeping management.
- Process bills
- 3rd party payroll support
- Maintain and reconcile your financial accounts
- Customize detailed KPI statements and Pulse reports to make better, more informed decisions about your practice
- DHA Exit Planning
- Transition planning and Merger & Acquisition consideration
- Practice valuations
- Value acceleration strategizing
Articles
- Dental Practices Adapt Post-Covid-19: https://www.dh-cpa.com/d.html
- 7 ways to increase cash flow in your dental office: https://www.dentistryiq.com/practice-management/financial/article/14183768/7-ways-to-increase-cash-flow-in-your-office
- Five Fundamentals For Growing Any Business In 2021 That I Learned From Successful Dental Practices: https://www.forbes.com/sites/forbescoachescouncil/2021/03/03/five-fundamentals-for-growing-any-business-in-2021-that-i-learned-from-successful-dental-practices
*Copper Leaf Financial is an affiliated and separately registered entity.