PRACTICE PARTNER CPAs
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Home · Specialties · Dental Practices
General · Orthodontics · Pediatric · Oral Surgery

You build healthier smiles. We build healthier practices.

Strategic accounting, tax, and advisory for general dentistry, orthodontics, oral surgery, pediatric dental, and DSO partners — built around production-based comp, lab costs, and the unique tax exposure of high-income dental owners.

Book a 30-Min Practice Assessment → See the MSO Platform
The fee-for-service MSO partnership for dental practices owners. Operating leverage of a healthcare MSO platform — financial infrastructure, tax strategy, KPI dashboards, vendor network, advisory presence — without taking equity. No DSO. No consolidation. The practice stays yours.
Dental Practices owner — MSO partnership with Practice Partner CPAs
The Third Option
Your partner in dental practice success.
Built for
General · Orthodontics · Pediatric · Oral Surgery
Typical Practice Revenue
$300K – $10M+
Typical Annual Tax Savings
$25K – $120K+
Live in
30 Days · From $795/mo
Why Owners Choose the Third Way

What every dental practices owner is really choosing between.

Most dental practices owners are stuck between a generalist CPA who doesn't really know the specialty and a PE-backed buyer who wants the equity. Here's the same comparison side‑by‑side — with your specialty in mind.

Option 1
Generalist CPA
Option 2
PE-Backed DSO / MSO
Option 3 · The Third Way
Practice Partner CPAs
Takes equity in your dental practice No Yes · 60–80% No · 0%
Knows your specialty KPIs × ✓ ✓
Monthly close + benchmarks × ✓ ✓
Year-round tax strategy × ~ ✓
You stay the decision-maker Yes No Yes
Investment Hourly 60–80% equity From $795/mo
What It Feels Like

The shift when you finally have someone in your corner.

Most dental practices owners aren't looking for another report — they're looking for someone they can think out loud with. A CPA + MBA who already understands the practice, sees the numbers monthly, and can be a sounding board for every decision that matters. Here's what changes when you stop running your back office alone.

Right now
Closing the books two or three months behind
With Practice Partner
Books closed by the 10th — every month, without you thinking about it
Right now
Wondering if your hygiene is producing what it should
With Practice Partner
Knowing exactly what hygiene contributes — and how to grow it
Right now
Dreading associate comp negotiations every year
With Practice Partner
Walking into associate conversations with the math already done
Right now
Hearing DSO offers from peers and feeling unprepared
With Practice Partner
Having a sale-ready practice years before you sell
Right now
Your tax bill landing as a surprise every spring
With Practice Partner
Knowing your tax position monthly and planning around it
Right now
Wondering what your practice is actually worth
With Practice Partner
Knowing your valuation every year as a benchmark, not just at sale
You shouldn't have to be the clinician, the operator, the negotiator, the tax strategist, and the CFO. Be the leader. We'll handle the rest.
How We Show Up for You

You run the practice. We run the financial side — together.

You shouldn't have to be the clinician, the CFO, the tax strategist, and the operator all at once. The same Principal-level CPA — Ronak Bhatt, CPA, MBA — handles the technical work so you can focus on patients, your team, and the decisions only you can make. Here's what that partnership looks like across three areas.

01
Tax — Planned, Not Just Filed

You'll never feel a March surprise again.

Most dental practices owners learn their tax bill the same week it's due. We turn that on its head — by October, you know your number, you know your plan, and you've already made the moves that lower it. The technical work happens quietly in the background; what you experience is clarity and control.

The kinds of strategies we routinely run for dental practices owners — and what they typically save:

$10K–$25K/yr
S-Corp Reasonable Compensation
Most dental practice owners are paying themselves wrong. Defensible analysis can reclaim thousands in payroll tax annually.
$20K–$80K
Equipment & Operatory Depreciation
Section 179 + bonus depreciation on new chairs, CBCT, intraoral scanners, CAD/CAM, and operatory buildouts.
$30K–$200K+
Cash Balance / Defined Benefit Plan
High-income dental owners can shelter materially more than a 401(k) alone allows. We design and coordinate with administrators.
$1,500 + study
Cost Segregation on Buildouts
Accelerates depreciation on new clinic real estate or major renovations — typically recovers 6–10× the study cost in year-one tax savings.
You don't have to chase the strategy. We bring it to you — and tell you exactly what it means for your bottom line.
02
Numbers — Closed Monthly, Translated for You

Open one dashboard and know exactly how the practice is doing.

You stop guessing. You stop waiting for a CPA to "get back to you." Your books close by the 10th of every month, and we translate the numbers into the few metrics that actually matter for dental practices owners — so when you make a hiring, pricing, or expansion call, the math is already done.

What you'll see in your monthly Practice Health Dashboard:

Production / Provider
vs. ADA benchmarks
Lab Cost %
of net production
Hygiene Contribution
% of total production
Collection %
Adjusted vs. gross
See what's included at each Suite tier →
03
Advisory — Someone to Think Out Loud With

A CPA + MBA in your corner for every decision that matters.

Associate buy-in modeling, second-location ROI, DSO acquisition prep, and practice valuation for sale or partner transition.

Every business leader needs someone to bounce ideas off — somebody who knows the numbers, knows the industry, and is in the conversation before the decision gets made. Hiring an associate. Adding a location. Buying the building. Bringing on a partner. Selling to a DSO or a group. You don't have to figure those out alone, and you don't have to wait until tax season to talk about them.

  • Benchmarks that actually fit you — your numbers compared against dental practices owners in your exact specialty, not "small business" averages
  • A network you can borrow — vetted attorneys, bankers, retirement plan administrators, M&A advisors who already know healthcare
  • Regulatory clarity — CMS rules, state filing changes, reimbursement updates translated into financial impact before they hit your practice
  • A real sounding board — a CPA + MBA in the room when you're making the call, not just reading about it after
What Working Together Looks Like

From signed contract to live partnership in 30 days.

No drawn-out "implementation." No team being trained on your dime. A direct, principal-led onboarding that puts the financial infrastructure of your dental practice into place fast — and starts producing wins before you've stopped thinking about whether this was the right move.

01
Days 1–15

Onboarding & Migration

  • Books migrated · chart of accounts rebuilt for dental practices
  • Payroll, EHR, and tech stack connected
  • Prior-year tax position assessed · gaps surfaced
02
Days 16–30

Dashboard Live & First Close

  • Practice Health Dashboard live with your specialty KPIs
  • First monthly close completed and walked through with you
  • Tax planning kickoff · year-end strategies identified
03
Days 31–60

Monthly Cadence in Motion

  • Books closed by the 10th every month
  • First major tax move executed · PTE/S-corp/depreciation
  • Strategy questions you'd been carrying alone get answered
04
Day 90+

Compounding the Wins

  • Quarterly strategy call · benchmarks reviewed
  • Vendor introductions matched to what you actually need
  • The partnership becomes the operating rhythm of the practice
"
Our previous CPA didn't understand lab costs or hygiene production. Ronak rebuilt our chart of accounts, captured the PTE election, and modeled our associate buy-in. Bought back two years of clarity in 90 days.
DK
Dr. David Kim, DDS
Owner, Westlake Family Dental
Common Questions

What dental practices owners ask first.

Do you work with solo dentists and group practices?
Both. From solo general dentistry to 10+ provider multi-location groups, including specialty practices (orthodontics, oral surgery, pediatric dental, endodontics, periodontics).
Can you help prepare for a DSO sale?
Yes. DSO acquirers value practices on adjusted EBITDA with specific normalizations. We typically engage 12–24 months before sale via our Practice Exit Readiness project ($6,500–$12,000) to maximize sale price.
How is dental accounting different from medical?
Lab costs, production-based associate comp, and chair/op utilization drive economics in ways medical doesn't. Hygiene is often 30–40% of production and tracked separately. We use a dental-specific chart of accounts.
What about orthodontic case fees and treatment-plan accounting?
Long-treatment-cycle revenue recognition (24–36 month cases) requires careful accrual treatment to avoid distorting monthly P&L. We handle this routinely for orthodontic practices.
Do you handle associate dentist compensation models?
Yes. We model production-based, collection-based, and hybrid associate comp structures so you can hire competitively without crushing margin. Misstructured associate comp is one of the most common profit leaks in dental practices.
Can you help with practice valuations for partner buy-ins?
Yes. Practice valuations for buy-in/buy-out, lateral partner additions, and estate planning are routine engagements. Practice Exit Readiness: $6,500–$12,000.

Your partner in dental practice success.

30-minute call directly with Ronak. Direct CPA access. 24-hour response.

Schedule a Consultation 925.320.0309